rocketkind
CRM

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales is Microsoft's CRM, built on Dataverse.

Authentication

  • OAuth 2.0

Actions

Generic API request. Call any Dataverse Web API endpoint of this connection's Dynamics 365 environment, for the case where no shipped action covers it yet — other tables such as quotes, orders, cases or custom tables, relationship navigation, FetchXML queries, other bound and unbound actions and functions. The connection supplies the…

  • Close opportunityDestructiveClose an open Dynamics 365 opportunity as won or lost, recording the close as an opportunity-close activity with the subject, actual revenue and close date you supply.
  • Create accountCreate a Dynamics 365 account (a company you do business with) from its name and the contact and address columns you supply, optionally under a parent account and with a primary contact.
  • Create contactCreate a Dynamics 365 contact (a person) with a last name and the email, phone and job columns you supply, optionally linked to the account they work for.
  • Create leadCreate a Dynamics 365 lead — a prospect not yet qualified — from a topic, a last name and the company, contact and source columns you supply, for example from a web form or an event list.
  • Create opportunityCreate a Dynamics 365 opportunity (a potential sale) with a topic, the customer account or contact, and the expected revenue, close date, probability and rating you supply.
  • Create phone callLog or schedule a Dynamics 365 phone call activity with its number, direction, notes and duration, optionally regarding an account, contact, lead or opportunity so it shows on that record's timeline.
  • Create taskCreate a Dynamics 365 task — a to-do with a due date and priority — optionally regarding an account, contact, lead or opportunity so it shows on that record's timeline and in the owner's activities.
  • Get recordRead one Dynamics 365 account, contact, lead or opportunity by its GUID.
  • List accountsRead Dynamics 365 accounts (companies), narrowed by an OData $filter such as statecode eq 0 and contains(name,'Contoso'), with the columns you name in Columns.
  • List activitiesRead Dynamics 365 activities of every kind — tasks, phone calls, emails, appointments — from the shared activity table, optionally narrowed to one kind with Activity type and by an OData $filter such as regardingobjectidvalue eq <record GUID> to get a record's timeline.
  • List contactsRead Dynamics 365 contacts (people), narrowed by an OData $filter such as emailaddress1 eq '[email protected]' or parentcustomeridvalue eq <account GUID>, with the columns you name in Columns.
  • List leadsRead Dynamics 365 leads, narrowed by an OData $filter such as statecode eq 0 (open leads) or leadsourcecode eq 8 (web), with the columns you name in Columns.
  • List opportunitiesRead Dynamics 365 opportunities (deals), narrowed by an OData $filter such as statecode eq 0 and estimatedclosedate le 2026-12-31, with the columns you name in Columns.
  • Qualify leadDestructiveQualify a Dynamics 365 lead, closing it as Qualified and creating the records you ask for from its columns: an account from its company, a contact from the person, and an opportunity.
  • Update accountDestructiveChange columns of an existing Dynamics 365 account — name, phone, email, address, revenue, primary contact or parent account.
  • Update contactDestructiveChange columns of an existing Dynamics 365 contact — name, email, phones, job title, address or the account they work for.
  • Update opportunityDestructiveChange columns of an open Dynamics 365 opportunity — topic, expected revenue, close date, probability, rating or customer.
  • Who am IIdentify the Dynamics 365 user this connection acts as: returns body.UserId (the systemuser GUID), body.BusinessUnitId and body.OrganizationId of the environment.

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