Dynamics 365

Microsoft Dynamics 365 — manage accounts, contacts, leads, opportunities, and custom entities via the Dataverse Web API.

Overview

Property	Value
Type	http
Authentication	oauth2
Category	CRM & Sales

Configuration

Field	Type	Required	Description
instance_url	string	Yes	Dynamics 365 instance URL (e.g. https://org.api.crm.dynamics.com)
tenant_id	string	Yes	Azure AD tenant ID
client_id	string	Yes	Azure AD application (client) ID
client_secret	string	Yes	Azure AD client secret

Available actions

List Records

Query records from any Dataverse entity set using OData.

Endpoint	GET /api/data/v9.2/{entitySetName}
Method	GET

Get Record

Retrieve a single record by entity set name and record ID.

Endpoint	GET /api/data/v9.2/{entitySetName}({recordId})
Method	GET

Create Record

Create a new record in any Dataverse entity set.

Endpoint	POST /api/data/v9.2/{entitySetName}
Method	POST

Update Record

Update an existing record (PATCH merge semantics).

Endpoint	PATCH /api/data/v9.2/{entitySetName}({recordId})
Method	PATCH

Delete Record

Delete a record from a Dataverse entity set.

Endpoint	DELETE /api/data/v9.2/{entitySetName}({recordId})
Method	DELETE

Create Lead

Create a new lead with sales-specific fields.

Endpoint	POST /api/data/v9.2/leads
Method	POST

Create Contact

Create a new contact record.

Endpoint	POST /api/data/v9.2/contacts
Method	POST

Create Opportunity

Create a new sales opportunity.

Endpoint	POST /api/data/v9.2/opportunities
Method	POST

Example flow

name: form-submission-to-dynamics-lead
trigger:
  type: webhook

steps:
  - name: create-lead
    connector: dynamics-365
    action: create-lead
    input:
      firstname: "{{ trigger.body.first_name }}"
      lastname: "{{ trigger.body.last_name }}"
      emailaddress1: "{{ trigger.body.email }}"
      companyname: "{{ trigger.body.company }}"
      telephone1: "{{ trigger.body.phone }}"
      leadsourcecode: 8
      description: "Submitted via {{ trigger.body.form_name }} on {{ trigger.body.page_url }}"

  - name: verify-lead-created
    connector: dynamics-365
    action: get-record
    input:
      entitySetName: leads
      recordId: "{{ steps.create-lead.output.leadid }}"

  - name: notify-sales-rep
    connector: microsoft-teams
    action: post-message
    input:
      channel: "Sales Leads"
      text: "New lead from web form: {{ trigger.body.first_name }} {{ trigger.body.last_name }} at {{ trigger.body.company }}"