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Integrate Dynamics 365 with your AI CRM

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

Explore Triggers and Actions

Add Contact to Account

Associate an existing contact with an existing account in Dynamics 365. Sets the contact's parent customer to this account through the contact_customer_accounts relationship, replacing any previous parent customer. Does not create an account or contact. Dataverse enforces security-role privileges. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#add-a-record-to-a-collection

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Assign User Security Role

Assign a security role to a system user in the connected Dataverse environment. Security-sensitive: requires administrator privileges and changes the user's effective permissions. Both records must exist in the same environment. Avoid changing the executing user's roles or assigning roles outside trusted fixtures. This adds a role association; it does not replace the user's other roles. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#add-a-record-to-a-collection

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Associate Contact Account

Sets an existing contact's parent account, replacing any current parent customer. Both records must exist in the connected Dynamics 365 environment.

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Clear Account Description

Clear an existing account's description to null without deleting the account. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/update-delete-entities-using-web-api#delete-a-single-property-value

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Create Account

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

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Create Annotation

Create a text or attachment note, optionally linked to a supported record.

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Create appointment

Create a Dataverse appointment from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply subject, scheduledstart, and scheduledend in ISO 8601 format. Attendee activity-party bindings may trigger calendar side effects. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

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Create Case

Creates a new case (incident) in Dynamics CRM using the Web API. Provider errors may be returned in the response message with an empty case ID.

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Create Contact

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

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Create Email Activity

Create and store a draft email activity without sending it.

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Create Invoice

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

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Create invoice line item

Create a Dataverse invoice line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply invoiceid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

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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 opportunity line item

Create a Dataverse opportunity line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply opportunityid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

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Create Phone Call

Record a CRM phone-call activity; this does not place a telephone call.

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Create price list

Create a Dataverse price list from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply name and transactioncurrencyid@odata.bind. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

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Create Product

Create a Dataverse catalog product and return its selected representation.

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Create Product Price List Item

Add an existing product and unit to an existing Dynamics price list.

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Create quote

Create a Dataverse quote from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Include name and customerid_account@odata.bind or customerid_contact@odata.bind as required by the environment. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

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Create quote line item

Create a Dataverse quote line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply quoteid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

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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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Create sales order line item

Create a Dataverse sales order line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply salesorderid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

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Create Social Activity

Create a Dataverse social activity and return its stored representation.

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Create system user

Create a Dataverse system user from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Creates a Dataverse user row, not a Microsoft Entra identity or license. Provisioning requires an existing permitted Entra principal or application and suitable administrator privileges. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

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Create Task

Create a Dataverse task activity and return its selected representation.

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Create transaction currency

Create a Dataverse transaction currency from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply currencyname, isocurrencycode, currencysymbol, currencyprecision, and exchangerate. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

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Delete account

Delete a Dataverse account by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/account?view=dataverse-latest

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Delete appointment

Delete a Dataverse appointment by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

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Delete case

Delete a Dataverse case by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/incident

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Delete contact

Delete a Dataverse contact by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/contact?view=dataverse-latest

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Delete email activity

Delete a Dataverse email activity by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/email?view=dataverse-latest

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Delete invoice

Delete a Dataverse invoice by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoice

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Delete invoice line item

Delete a Dataverse invoice line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

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Delete lead

Delete a Dataverse lead by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/lead

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Delete note

Delete a Dataverse note by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

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Delete opportunity

Delete a Dataverse opportunity by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunity

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Delete opportunity line item

Delete a Dataverse opportunity line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

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Delete price list

Delete a Dataverse price list by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

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Delete product

Delete a Dataverse product by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

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Delete quote

Delete a Dataverse quote by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

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Delete quote line item

Delete a Dataverse quote line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

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Delete sales order

Delete a Dataverse sales order by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorder

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Delete sales order line item

Delete a Dataverse sales order line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

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Delete system user

Request deletion of a Dataverse system user by GUID. The provider may soft-delete the user first, removing roles and team memberships while retaining the row. Regular users must first be deleted from Microsoft Entra ID; permanent deletion requires the provider's further prerequisites. Never delete the executing user. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest Deletion prerequisites: https://learn.microsoft.com/en-us/power-platform/admin/delete-users

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Delete task

Delete a Dataverse task by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/task?view=dataverse-latest

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Delete transaction currency

Delete a Dataverse transaction currency by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

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Disassociate Contact Account

Remove a contact's parent account relationship without deleting either record. Uses DELETE on the parentcustomerid_account single-valued navigation property's $ref. Dataverse security roles determine access to the contact. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#other-methods

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Dynamicscrm get a invoice

Retrieve a Dynamics CRM invoice by ID, returning selected invoice details such as its number, dates, billing and shipping addresses, amounts and status.

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Dynamicscrm get a lead

Dynamicscrm get a lead

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Dynamicscrm get all leads

Retrieve one page of Dynamics CRM leads with optional OData query options. A provider continuation link may be returned; results are limited to the tool's defined lead fields.

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Execute Batch

Execute a Dataverse multipart batch, optionally containing atomic change sets. May create, update or delete records. Returns raw multipart data and per-part statuses, not an assertion that every operation succeeded. A failed change set rolls back its operations. Outer HTTP 200 can contain individual failures. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/execute-batch-operations-using-web-api

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Get account

Retrieve a Dataverse account by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/account?view=dataverse-latest

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Get all invoices action

Retrieve one page of Dynamics 365 invoices with optional OData query options. Results are mapped to a limited set of invoice fields, and a provider continuation link may be returned.

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Get appointment

Retrieve a Dataverse appointment by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

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Get Attribute Metadata

Retrieve one Dataverse attribute definition by its metadata IDs.

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Get Caller Identity

Return the connected Dataverse caller's identity IDs.

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Get case

Retrieve a Dataverse case by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/incident

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Get contact

Retrieve a Dataverse contact by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/contact?view=dataverse-latest

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Get email activity

Retrieve a Dataverse email activity by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/email?view=dataverse-latest

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Get invoice line item

Retrieve a Dataverse invoice line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

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Get note

Retrieve a Dataverse note by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

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Get opportunity

Retrieve a Dataverse opportunity by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunity

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Get opportunity line item

Retrieve a Dataverse opportunity line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

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Get price list

Retrieve a Dataverse price list by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

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Get product

Retrieve a Dataverse product by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

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Get quote

Retrieve a Dataverse quote by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

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Get quote line item

Retrieve a Dataverse quote line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

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Get sales order

Retrieve a Dataverse sales order by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorder

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Get sales order line item

Retrieve a Dataverse sales order line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

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Get system user

Retrieve a Dataverse system user by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

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Get task

Retrieve a Dataverse task by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/task?view=dataverse-latest

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Get transaction currency

Retrieve a Dataverse transaction currency by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

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List appointments

List one page of Dataverse appointments. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

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List Entity Definitions

Discover Dataverse table definitions and return caller-selected metadata.

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List entity sets

List available Dataverse entity sets and their resource URLs, not table rows. Use this service document to discover the exact entity set name before addressing a table; do not infer it from the table's logical collection name.

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List invoice line items

List one page of Dataverse invoice line items. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

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List notes

List one page of Dataverse notes. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

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List opportunity line items

List one page of Dataverse opportunity line items. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

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List price lists

List one page of Dataverse price lists. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

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List products

List one page of Dataverse products. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

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List quote line items

List one page of Dataverse quote line items. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

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List quotes

List one page of Dataverse quotes. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

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List sales orders

List one page of Dataverse sales orders. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorder

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List system users

List one page of Dataverse system users. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

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List transaction currencies

List one page of Dataverse transaction currencies. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

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Query accounts

List or filter Dynamics accounts with projection, ordering, and bounded results. Optionally include the matching count, expand related resources, or aggregate and group records. Returns an OData next link when another page is available.

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Query campaigns

List, filter, expand, or aggregate Dynamics campaigns. Use this action to select campaign fields, order and bound results, include related records, request a matching count, or group and aggregate campaign data with OData. Results include an OData next link when another page is available.

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Query cases

Return one bounded page of cases; pass next_link back to fetch the next page.

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Query contacts

List or filter Dynamics contacts with selected fields and ordering. Optionally include the matching count, expand related resources, or aggregate and group records. Results are bounded and include an OData next link when another page is available.

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Query email activities

Return one bounded page of email activities; pass next_link back to fetch the next page.

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Query Entity Data

Query contacts, incidents, phone calls, activity pointers, opportunities, or sales order details and return one page with its next link. Use the skip token from the link to request another page.

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Query opportunities

Return one bounded page of opportunities; pass next_link back to fetch the next page.

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Query phone calls

Return one bounded page of phone-call activities; pass next_link back to fetch the next page.

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Query social activities

Return one bounded page of social activities; pass next_link back to fetch the next page.

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Query tasks

Return one bounded page of tasks; pass next_link back to fetch the next page.

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Remove Contact from Account

Remove an existing contact from an account without deleting either record. Deletes the contact_customer_accounts collection member's $ref, clearing the contact's parent account relationship. Dataverse enforces security-role privileges. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#remove-a-record-from-a-collection

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Resolve Case

Resolve an active case by creating its incident-resolution activity.

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Update account

Update only the supplied writable columns of an existing Dataverse account and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/account?view=dataverse-latest

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Update Account Name

Updates only the name of an existing Dynamics 365 account.

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Update appointment

Update only the supplied writable columns of an existing Dataverse appointment and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

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Update Case

Updates a case (incident) in Dynamics CRM using the Web API. Priority and status default to 1 and are sent even when omitted; empty title and description are omitted.

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Update contact

Update only the supplied writable columns of an existing Dataverse contact and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/contact?view=dataverse-latest

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Update email activity

Update only the supplied writable columns of an existing Dataverse email activity and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/email?view=dataverse-latest

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Update Invoice

Update a Dynamics CRM invoice by ID using the Web API. Empty strings and zero values are omitted from the update, so they cannot be used to clear fields or set the amount to zero.

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Update invoice line item

Update only the supplied writable columns of an existing Dataverse invoice line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

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Update Lead

Updates an existing Dynamics CRM lead using the Web API. Supports subject, name, company, email and phone fields; empty strings are omitted, so they cannot be used to clear fields.

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Update note

Update only the supplied writable columns of an existing Dataverse note and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

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Update Opportunity

Updates an existing Dynamics CRM opportunity using the Web API. Empty strings and zero values are omitted, so this tool cannot clear text fields or set numeric fields to zero.

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Update opportunity line item

Update only the supplied writable columns of an existing Dataverse opportunity line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

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Update price list

Update only the supplied writable columns of an existing Dataverse price list and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

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Update product

Update only the supplied writable columns of an existing Dataverse product and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

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Update quote

Update only the supplied writable columns of an existing Dataverse quote and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

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Update quote line item

Update only the supplied writable columns of an existing Dataverse quote line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

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Update Sales Order

Updates an existing Dynamics CRM sales order using the Web API. Empty strings and zero values are omitted, so this tool cannot clear text fields or set freight or discount amounts to zero.

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Update sales order line item

Update only the supplied writable columns of an existing Dataverse sales order line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

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Update system user

Update only the supplied writable columns of an existing Dataverse system user and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

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Update task

Update only the supplied writable columns of an existing Dataverse task and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/task?view=dataverse-latest

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Update transaction currency

Update only the supplied writable columns of an existing Dataverse transaction currency and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

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How the Dynamics 365 integration works

The Dynamics 365 integration connects your Dench AI CRM directly to Dynamics 365, so agents can read and act on your Dynamics 365 data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

119 actions are available for agents to invoke on your behalf. Every call runs through Dynamics 365's own authorization, scoped to the account you connect.

Set up Dynamics 365 in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Dynamics 365 and click Connect — you'll authorize access through Dynamics 365's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Dynamics 365 in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Dynamics 365 integration work with Dench?

The Dench Dynamics 365 integration connects your AI CRM to Dynamics 365, so AI agents can work with your Dynamics 365 data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Dynamics 365 via Dench?

The Dynamics 365 integration currently exposes 119 actions, including Add Contact to Account, Assign User Security Role, Associate Contact Account, Clear Account Description, Create Account, and Create Annotation. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Dynamics 365 to Dench?

No. You connect Dynamics 365 from your Dench workspace using Dynamics 365's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Dynamics 365 integration secure?

Connections are authorized through Dynamics 365's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Dynamics 365 connection from your workspace settings at any time.

Dynamics 365 | Dench AI CRM