Microsoft Dynamics 365
Manage accounts, contacts, leads, and opportunities in Microsoft Dynamics 365
Integrates Microsoft Dynamics 365 CRM into your workflow via the Web API. List and create accounts, contacts, leads, and opportunities. Uses OData v4 protocol with Azure Active Directory OAuth 2.0 authentication.
List accounts from Microsoft Dynamics 365 CRM
| Parameter | Type | Required | Description |
|---|
organizationUrl | string | Yes | Your Dynamics 365 org URL (e.g. https://myorg.crm.dynamics.com\) |
top | number | No | Number of records to return (max 5000) |
filter | string | No | OData filter expression (e.g. name eq 'Acme') |
select | string | No | Comma-separated list of fields to return |
orderby | string | No | OData orderby expression (e.g. name asc) |
| Parameter | Type | Description |
|---|
records | json | Array of Dynamics 365 account records |
metadata | json | Metadata: total, next_link for pagination |
Create a new account in Microsoft Dynamics 365 CRM
| Parameter | Type | Required | Description |
|---|
organizationUrl | string | Yes | Your Dynamics 365 org URL (e.g. https://myorg.crm.dynamics.com\) |
name | string | Yes | Account name (company name) |
telephone1 | string | No | Primary phone number |
emailaddress1 | string | No | Primary email address |
websiteurl | string | No | Website URL |
address1_city | string | No | City |
address1_country | string | No | Country |
description | string | No | Account description |
| Parameter | Type | Description |
|---|
metadata | json | Creation result: id, created flag, OData location header |
List contacts from Microsoft Dynamics 365 CRM
| Parameter | Type | Required | Description |
|---|
organizationUrl | string | Yes | Your Dynamics 365 org URL (e.g. https://myorg.crm.dynamics.com\) |
top | number | No | Number of records to return (max 5000) |
filter | string | No | OData filter expression |
select | string | No | Comma-separated list of fields to return |
| Parameter | Type | Description |
|---|
records | json | Array of Dynamics 365 contact records |
metadata | json | Metadata: total count |
List leads from Microsoft Dynamics 365 CRM
| Parameter | Type | Required | Description |
|---|
organizationUrl | string | Yes | Your Dynamics 365 org URL (e.g. https://myorg.crm.dynamics.com\) |
top | number | No | Number of records to return (max 5000) |
filter | string | No | OData filter expression |
select | string | No | Comma-separated list of fields to return |
| Parameter | Type | Description |
|---|
records | json | Array of Dynamics 365 lead records |
metadata | json | Metadata: total count |
List sales opportunities from Microsoft Dynamics 365 CRM
| Parameter | Type | Required | Description |
|---|
organizationUrl | string | Yes | Your Dynamics 365 org URL (e.g. https://myorg.crm.dynamics.com\) |
top | number | No | Number of records to return (max 5000) |
filter | string | No | OData filter expression (e.g. statecode eq 0 for open opportunities) |
select | string | No | Comma-separated list of fields to return |
| Parameter | Type | Description |
|---|
records | json | Array of Dynamics 365 opportunity records |
metadata | json | Metadata: total count |
