Dynamics 365

Integrate Dynamics 365 with your AI workspace

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

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Explore Triggers and Actions

Create Account

Creates a new account entity record in Dynamics CRM using the Web API.

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Create Case

Creates a new case (incident) entity record in Dynamics CRM using the Web API.

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Create Contact

Creates a new contact entity record in Dynamics CRM using the Web API.

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Create Invoice

Creates a new invoice entity record in Dynamics CRM using the Web API.

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Create Lead

Creates a new lead entity record in Dynamics CRM using the Web API.

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Create Opportunity

Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.

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Create Sales Order

Creates a new sales order entity record in Dynamics CRM using the Web API.

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Dynamicscrm get a invoice

Dynamicscrm get a invoice

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Dynamicscrm get a lead

Dynamicscrm get a lead

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Dynamicscrm get all leads

Dynamicscrm get all leads

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Get all invoices action

Get all invoices action

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Update Case

Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

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Update Invoice

Updates an existing invoice entity record in Dynamics CRM using the Web API.

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Update Lead

Updates an existing lead entity record in Dynamics CRM using the Web API.

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Update Opportunity

Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.

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Update Sales Order

Updates an existing sales order entity record in Dynamics CRM using the Web API.

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