---
title: "Microsoft Dynamics CRM Connector | Embedded iPaaS"
description: "Automatically use your data from your Microsoft Dynamics CRM with your favourite cloud apps. Create your own integrations with our drag & drop builder."
url: "https://cyclr.com/integrate/microsoft-dynamics-crm"
canonical: "https://cyclr.com/integrate/microsoft-dynamics-crm"
served_via: "https://cyclr.com/.well-known/agent-markdown"
---

![Microsoft Dynamics CRM connector icon](https://cyclr.com/nitropack_static/sXmTfWgCNjOnvnYlyrLZVbIAkjEZnoiJ/assets/images/optimized/rev-31a2a0c/cyclr.com/wp-content/uploads/2022/03/Microsoft-Dynamics-Logo-26-lg-300x300.png)

# Microsoft Dynamics CRM Connector

Build in-app integrations that sync contacts, leads and accounts, automate CRM workflows and expose managed integration tools to customers. Use Cyclr’s low-code designer to publish white-label, multi-tenant Microsoft Dynamics CRM integrations inside your SaaS product.

 [Build with this Connector](https://cyclr.com/get-started) [Talk to an integration expert](https://cyclr.com/get-started/) AuthenticationOAuth 2.0 (Azure AD / Dataverse)Connector typeCRMsAvailable inCyclr Console ActionsMCP toolsWorkflows 01

## Faster integrations

Build integrations quickly using low-code mapping and prebuilt actions.

 02

## Scale safely

Govern connector methods as MCP tools with role-based controls.

 03

## Reduce integration ops

Orchestrate workflows, retries and error handling centrally.

 04

## Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

## Connector overview

This connector uses Microsoft Dataverse (Dynamics 365) Web API to provide CRUD, OData queries, batch operations, actions and functions. SaaS teams can map data, orchestrate multi-step workflows and surface governed integration capabilities to end users without embedding vendor tooling directly.

### Why use Cyclr?

With Cyclr you can build customer-facing Dynamics CRM integrations fast, orchestrate retries and errors centrally, and publish governed integration methods as MCP tools. Cyclr lets product teams embed, white-label and control access to connectors while keeping orchestration, governance and retries out of vendor code.

PRODUCT USE CASES

## Top use cases for Microsoft Dynamics CRM integrations

Build two-way contact and account sync, push leads from your product into Dynamics, automate opportunity and pipeline updates, and trigger support workflows. Publish integrations in a white-label embedded marketplace for self-service customer setup.

### Sync contacts and accounts

Two-way sync of contacts and accounts between your SaaS product and Dynamics CRM for unified customer records.

### Create leads from product activity

Auto-create leads or opportunities in Dynamics CRM when users take qualifying product actions.

### Ticket and case escalation

Create or update cases and trigger downstream workflows in your app based on Dynamics case updates.

ORCHESTRATION

## How Microsoft Dynamics CRM works with Cyclr

Cyclr sits between your SaaS product and Microsoft Dynamics CRM to handle authentication, govern access and orchestrate every API call per customer, at scale.

 1. 1
 ### Your SaaS product
 Your app requests an action for a specific customer.
 2. 2
 ### Cyclr orchestration
 Cyclr authenticates, applies policies and routes the request.
 3. 3
 ### Microsoft Dynamics CRM
 Microsoft Dynamics CRM processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

## Available connector capabilities

Explore Microsoft Dynamics CRM methods you can orchestrate through Cyclr.

Search connector methods

INTEGRATIONS + MCP TOOLS

### Use any Microsoft Dynamics CRM method in an integration or as an MCP tool

Every available connector method can be added to an integration workflow built with Cyclr or exposed as a governed MCP tool. Use the same multi-tenant authentication, orchestration and governance layer to deliver customer-facing integrations and AI-agent capabilities inside your SaaS product.

[Explore MCP PaaS](https://cyclr.com/product/mcp-paas/) Marketing Lists11

### List Marketing Lists

Action

List all marketing lists.

### Update Marketing List

Action

Update a marketing list.

### Delete Marketing List

Action

Delete a marketing list.

### Create Marketing List

Action

Create a marketing list.

### List New And Updated Marketing Lists

Action

List all marketing lists created or updated since the last successful run.

### List New Marketing Lists

Action

List all marketing lists created since the last successful run.

### List Marketing Lists By Lead

Action

List all marketing lists by lead ID.

### Get Marketing List By Name

Action

Get a marketing list by name.

### List Updated Marketing Lists

Action

List all marketing lists updated since the last successful run.

### Get Marketing List

Action

Get a marketing list.

### List Marketing Lists By Contact

Action

List all marketing lists by contact ID.

Annotations8

### Delete Annotation

Action

Delete an annotation.

### List Annotations

Action

List all annotations.

### Get Annotation

Action

Get an annotation.

### Create Annotation

Action

Create an annotation.

### List New Annotations

Action

List all annotations created since the last successful run.

### List Updated Annotations

Action

List all annotations updated since the last successful run.

### Update Annotation

Action

Update an annotation.

### List New And Updated Annotations

Action

List all annotations created or updated since the last successful run.

Static Marketing Lists12

### Remove Member(s) from Static List

Action

Removes member(s) from a static list.

### List New Deleted Static List Members

Action

List all members removed from a static list since the last successful run.

### List Static Lead Lists

Action

List all static lead lists.

### List New And Updated Static Lists

Action

List all static lists created or updated since the last successful run.

### List Static List's Contacts

Action

List all contacts of a static list.

### List Static Lists

Action

List all static lists.

### Add Member(s) to Static List

Action

Adds member(s) to a static list.

### List New Static Lists

Action

List all static lists created since the last successful run.

### List Updated Static Lists

Action

List all static lists updated since the last successful run.

### List Static List's Accounts

Action

List all accounts of a static list.

### List New Static List Members

Action

List all members added to the specified static list since the last successful run.

### List Static List's Leads

Action

List all leads of a static list.

Campaigns9

### Update Campaign

Action

Update a campaign.

### List Updated Campaigns

Action

List all campaigns updated since the last successful run.

### List New Campaigns

Action

List all campaigns created since the last successful run.

### Get Campaign

Action

Get a campaign.

### List Campaigns

Action

List all campaigns.

### Get Campaign By Name

Action

Get a campaign by name.

### Create Campaign

Action

Create a campaign.

### Delete Campaign

Action

Delete a campaign.

### List New And Updated Campaigns

Action

List all campaigns created or updated since the last successful run.

Dynamic Marketing Lists8

### List Dynamic List's Accounts

Action

List all accounts of dynamic list.

### List Updated Dynamic Lists

Action

List all dynamic lists updated since the last successful run.

### List Dynamic List's Contacts

Action

List all contacts of a dynamic list.

### List Dynamic List's Leads

Action

List all leads of a dynamic list.

### List New And Updated Dynamic Lists

Action

List all dynamic lists created or updated since the last successful run.

### List Dynamic Lead Lists

Action

List all dynamic lead lists.

### List Dynamic Lists

Action

List all dynamic lists.

### List New Dynamic Lists

Action

List all dynamic lists created since the last successful run.

Custom Objects12

### List New Deleted Custom Entity Record

Action

List all custom entity records deleted since the last successful run.

### Update Custom Entity Record

Action

Update a custom entity record.

### List New And Updated Custom Entity Records

Action

List all custom entity records created or updated since the last successful run.

### List Updated Custom Entity Records (Incrementally)

Action

List all custom entity records updated since the last successful run incrementally.

### List New Custom Entity Records

Action

List all custom entity records created since the last successful run.

### Get First Custom Entity Record

Action

Get the first custom entity record matching some criteria.

### Download Custom Entity Record File

Action

Download a file from a custom entity record by column name.

### List Custom Entity Records

Action

List all custom entity records.

### List Updated Custom Entity Records

Action

List all custom entity records updated since the last successful run.

### Delete Custom Entity Record

Action

Delete a custom entity record.

### Get Custom Entity Record

Action

Get a custom entity record.

### Create Custom Entity Record

Action

Create a custom entity record.

Tasks8

### Create Task

Action

Create a task.

### List Updated Tasks

Action

List all tasks updated since the last successful run.

### Update Task

Action

Update a task.

### List New And Updated Tasks

Action

List all tasks created or updated since the last successful run.

### List New Tasks

Action

List all tasks created since the last successful run.

### Get Task

Action

Get a task.

### Delete Task

Action

Delete a task.

### List Tasks

Action

List all tasks.

System Users5

### List New And Updated System Users

Action

List all system users created or updated since the last successful run.

### Get System User

Action

Get a system user.

### List New System Users

Action

List all system users created since the last successful run.

### List System Users

Action

List all system users.

### List Updated System Users

Action

List all system users updated since the last successful run.

Accounts14

### List Accounts By Email

Action

List all accounts by email address.

### List New Accounts

Action

List all accounts created since the last successful run.

### Create Account

Action

Create an account.

### Get Account By Account Name

Action

Get an account by account name.

### List Accounts By Primary Contact

Action

List all accounts by primary contact.

### Get Account By Email

Action

Get an account by email address.

### Search Accounts

Action

List all accounts that match specified parameters.

### List Accounts

Action

List all accounts.

### Get Account

Action

Get an account.

### List Updated Accounts

Action

List all accounts updated since the last successful run.

### Delete Account

Action

Delete an account.

### Update Account

Action

Update an account.

### List New Deleted Accounts

Action

List all accounts deleted since the last successful run.

### List New And Updated Accounts

Action

List all accounts created or updated since the last successful run.

Incidents8

### List New And Updated Incidents

Action

List all incidents created or updated since the last successful run.

### List Updated Incidents

Action

List all incidents updated since the last successful run.

### Update Incident

Action

Update an incident.

### List New Incidents

Action

List all incidents created since the last successful run.

### Delete Incident

Action

Delete an incident.

### Get Incident

Action

Get an incident.

### Create Incident

Action

Create an incident.

### List Incidents

Action

List all incidents.

Entities6

### Get Entity Definition

Action

Get an entity definition.

### List Entity Definitions

Action

List all entity definitions.

### Get Entity Definition By Logical Name

Action

Get an entity definition by logical name.

### List Entity Sets

Action

List all entity sets.

### Get Entity Definition By Entity Set Name

Action

Get an entity definition by entity set name.

### List Entity Option Sets

Action

List all option sets of an entity.

Campaign Responses9

### List Updated Campaign Responses

Action

List all campaign responses updated since the last successful run.

### List Campaign Responses

Action

List all campaign responses.

### Get Campaign Response

Action

Get a campaign response.

### List New Campaign Responses

Action

List all campaign responses created since the last successful run.

### Link Contact to Campaign Response

Action

Link a contact to a campaign response.

### Delete Campaign Response

Action

Delete a campaign response.

### Update Campaign Response

Action

Update a campaign response.

### List New And Updated Campaign Responses

Action

List all campaign responses created or updated since the last successful run.

### Create Campaign Response

Action

Create a campaign response.

Teams5

### List Teams

Action

List all teams.

### List New Teams

Action

List all teams created since the last successful run.

### List New And Updated Teams

Action

List all teams created or updated since the last successful run.

### List Updated Teams

Action

List all teams updated since the last successful run.

### Get Team

Action

Get a team.

Products5

### Get Product

Action

Get a product.

### List Updated Products

Action

List all products updated since the last successful run.

### List New Products

Action

List all products created since the last successful run.

### List New And Updated Products

Action

List all products created or updated since the last successful run.

### List Products

Action

List all products.

Roles5

### Get Role

Action

Get a role.

### List New Roles

Action

List all roles created since the last successful run.

### List New And Updated Roles

Action

List all roles created or updated since the last successful run.

### List Updated Roles

Action

List all roles updated since the last successful run.

### List Roles

Action

List all roles.

Opportunities10

### Create Opportunity

Action

Create an opportunity.

### List Opportunities By Email

Action

List all opportunities by email address.

### List New And Updated Opportunities

Action

List all opportunities created or updated since the last successful run.

### Get Opportunity

Action

Get an opportunity.

### Update Opportunity

Action

Update an opportunity.

### List Opportunities

Action

List all opportunities.

### List New Opportunities

Action

List all opportunities created since the last successful run.

### Delete Opportunity

Action

Delete an opportunity.

### List Updated Opportunities

Action

List all opportunities updated since the last successful run.

### Get Opportunity By Email

Action

Get an opportunity by email address.

Contacts14

### Associate Tag with Contact (BETA)

Action

Associates a tag with a contact record.

### List Updated Contacts

Action

List all contacts updated since the last successful run.

### List New Contacts (Incrementally)

Action

List all contacts created since the last successful run incrementally.

### Create Contact

Action

Create a contact.

### Update Contact

Action

Update a contact.

### Delete Contact

Action

Delete a contact.

### List New Contacts

Action

List all contacts created since the last successful run.

### List Contacts By Email

Action

List all contacts by email address.

### Get Contact

Action

Get a contact.

### List New Deleted Contacts

Action

List all contacts deleted since the last successful run.

### List New Contacts (Incrementally Per Page)

Action

List all contacts created since the last successful run incrementally per number of page.

### List New And Updated Contacts

Action

List all contacts created or updated since the last successful run.

### List Contacts

Action

List all contacts.

### List Contacts By Account

Action

List all contacts by account.

Sales Orders5

### List New And Updated Sales Orders

Action

List all sales orders created or updated since the last successful run.

### List New Sales Orders

Action

List all sales orders created since the last successful run.

### List Updated Sales Orders

Action

List all sales orders updated since the last successful run.

### List Sales Orders

Action

List all sales orders.

### Get Sales Order

Action

Get a sales order.

Leads11

### Delete Lead

Action

Delete a lead.

### List Updated Leads

Action

List all leads updated since the last successful run.

### List Leads

Action

List all leads.

### Update Lead

Action

Update a lead.

### List New Deleted Leads

Action

List all leads deleted since the last successful run.

### List New And Updated Leads

Action

List all leads created or updated since the last successful run.

### Create Lead

Action

Create a lead.

### List Leads By Email

Action

List all leads by email address.

### Get Lead

Action

Get a lead.

### List Cancelled Leads

Action

List all leads cancelled since the last successful run.

### List New Leads

Action

List all leads created since the last successful run.

Activities1

### Create Email Activity

Action

Create an activity of the 'email' type

Organizations6

### List New Organizations

Action

List all organizations created since the last successful run.

### Update Organization

Action

Update an organization.

### Get Organization

Action

Get an organization.

### List New And Updated Organizations

Action

List all organizations created or updated since the last successful run.

### List Organizations

Action

List all organizations.

### List Updated Organizations

Action

List all organizations updated since the last successful run.

 View more method groups (15 more)

### Can’t find the method your integration needs?

Cyclr can extend this connector with additional API methods to support your integration requirements.

[Get in touch](https://cyclr.com/contact/)

TECHNICAL DETAILS

## Microsoft Dynamics CRM integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Microsoft Dynamics CRM integrations in Cyclr.

### API and authentication

API host`{organization-uri}/api/data/v8.1/`AuthenticationOAuth 2.0 (Azure AD / Dataverse)Credentials

Tenant ID; Client ID; Client secret or certificate; Organization API base URL (organization URI).

 Method categories

CRUD and OData query for contacts, accounts, leads; actions, functions, metadata and batch operations.

[View vendor API documentation →](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/authenticate-web-api?utm_source=cyclr)

### Pagination and rate limits

#### Pagination

OData server-driven paging. Responses include @odata.nextLink; use Prefer: odata.maxpagesize, $top or $skiptoken for paging control.

#### Rate limits

Dataverse enforces service-protection API limits and query throttling; exceeding limits returns 429. Monitor Power Platform request allocations and design retries/backoff.

IMPLEMENTATION

## Authentication at a glance

OAuth 2.0 via Azure AD for Dataverse. Register an Azure AD application and request access tokens for the organization URI; on-premises deployments may use alternate flows.

 Authentication methodOAuth 2.0 (Azure AD / Dataverse)Credential required

Tenant ID; Client ID; Client secret or certificate; Organization API base URL (organization URI).

 **Before you begin:**

Requires Azure AD app registration and tenant admin consent; use correct organization URI and API version.

 [View setup guide](https://community.cyclr.com/connector-guides/microsoft/microsoft-dynamics-crm-setup)

AI INTEROPERABILITY

## Use Microsoft Dynamics CRM methods in MCP servers

Cyclr can expose any available Microsoft Dynamics CRM connector method as a governed MCP tool.

 - Expose connector methods as MCP tools
 - Combine them with your product data and other connectors
 - Apply tenant-aware access and governance
 - Orchestrate end-to-end MCP-triggered workflows

[Explore MCP PaaS](https://cyclr.com/product/mcp-paas/)

COMMON QUESTIONS

## Frequently asked questions

 Can I embed Microsoft Dynamics CRM integrations inside my multi-tenant SaaS product? *↓*

Yes. Use Cyclr’s low-code builder and white-label marketplace to embed Dynamics CRM integrations and surface methods as governed MCP tools.

 What authentication does the connector use? *↓*

The connector uses OAuth 2.0 via Azure AD (Dataverse). Register an Azure AD app and request access tokens for the organization URI.

 Can I receive real-time events from Dynamics CRM? *↓*

Yes. Dataverse supports webhooks you can register via the Plug-in Registration tool or the Web API to receive server events.

 How should I handle rate limits and throttling? *↓*

Design idempotent retries with exponential backoff. Monitor Power Platform request allocations; API throttling returns 429 status codes.

KEEP EXPLORING

## Related resources and connectors

[Documentation ### CRM Integrations you should be using **Read more →**](https://cyclr.com/blog/crm-integrations-you-should-be-using)[Product ### What is iPaaS? **Read more →**](https://cyclr.com/blog/what-is-ipaas)[Product ### MCP PaaS **Read more →**](https://cyclr.com/product/mcp-paas)[Related connector ### Access CRM Related Crms connector for customer-facing integration workflows.](https://cyclr.com/integrate/access-crm)[Related connector ### Act! Related Crms connector for customer-facing integration workflows.](https://cyclr.com/integrate/act)[Related connector ### ActiveCampaign Related Crms connector for customer-facing integration workflows.](https://cyclr.com/integrate/activecampaign)

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### Popular Connectors

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### Top Connector Categories

 - [Accounting](https://cyclr.com/connectors/category/accounting)
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### Trending Resources

 - [What is an Embedded iPaaS?](https://cyclr.com/blog/what-is-an-embedded-ipaas)
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## Structured data

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                    "query-input": {
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                        "valueRequired": true,
                        "valueName": "search_term_string"
                    }
                }
            ],
            "inLanguage": "en-GB"
        },
        {
            "@type": "Organization",
            "@id": "https://cyclr.com/#organization",
            "name": "Cyclr",
            "url": "https://cyclr.com/",
            "logo": {
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                "inLanguage": "en-GB",
                "@id": "https://cyclr.com/#/schema/logo/image/",
                "url": "https://cyclr.com/wp-content/uploads/2026/09/cyclr-logo-blue@4x-scaled.png",
                "contentUrl": "https://cyclr.com/wp-content/uploads/2026/09/cyclr-logo-blue@4x-scaled.png",
                "width": 2560,
                "height": 1053,
                "caption": "Cyclr"
            },
            "image": {
                "@id": "https://cyclr.com/#/schema/logo/image/"
            },
            "sameAs": [
                "https://www.facebook.com/cyclrautomation",
                "https://x.com/cyclr",
                "https://www.linkedin.com/company/10066377/",
                "https://www.youtube.com/channel/UCtkjPj2Lq-Ox2q3_e5MRfrg",
                "https://www.g2.com/products/cyclr",
                "https://www.pinterest.co.uk/cyclrsystems/"
            ],
            "description": "Embedded iPaaS for B2B SaaS companies - enabling interoperability between APIs, LLMs, on-prem and Cloud systems, with a secure, multi-tenanted architecture for governance and scaling.",
            "telephone": "(0330) 010 2525",
            "legalName": "Cyclr Systems Limited",
            "vatID": "GB218625701",
            "numberOfEmployees": {
                "@type": "QuantitativeValue",
                "minValue": "11",
                "maxValue": "50"
            },
            "actionableFeedbackPolicy": "https://cyclr.com/legal/website",
            "correctionsPolicy": "https://cyclr.com/legal/website",
            "ethicsPolicy": "https://cyclr.com/company"
        }
    ]
}
{
    "@context": "https://schema.org",
    "@graph": [
        {
            "@type": "SoftwareApplication",
            "@id": "https://cyclr.com/integrate/microsoft-dynamics-crm#connector",
            "name": "Microsoft Dynamics CRM Connector",
            "url": "https://cyclr.com/integrate/microsoft-dynamics-crm",
            "applicationCategory": "DeveloperApplication",
            "operatingSystem": "Web",
            "description": "Automatically use your data from your Microsoft Dynamics CRM with your favourite cloud apps. Create your own integrations with our drag &amp; drop builder.",
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                "CRUD, OData queries, batch operations, actions, functions, webhooks, metadata"
            ]
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                    "item": "https://cyclr.com/connectors/"
                },
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                    "position": 2,
                    "name": "CRMs",
                    "item": "https://cyclr.com/connectors/category/crms"
                },
                {
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                    "position": 3,
                    "name": "Microsoft Dynamics CRM Connector",
                    "item": "https://cyclr.com/integrate/microsoft-dynamics-crm"
                }
            ]
        },
        {
            "@type": "FAQPage",
            "@id": "https://cyclr.com/integrate/microsoft-dynamics-crm#faq",
            "mainEntity": [
                {
                    "@type": "Question",
                    "name": "Can I embed Microsoft Dynamics CRM integrations inside my multi-tenant SaaS product?",
                    "acceptedAnswer": {
                        "@type": "Answer",
                        "text": "Yes. Use Cyclr&#8217;s low-code builder and white-label marketplace to embed Dynamics CRM integrations and surface methods as governed MCP tools."
                    }
                },
                {
                    "@type": "Question",
                    "name": "What authentication does the connector use?",
                    "acceptedAnswer": {
                        "@type": "Answer",
                        "text": "The connector uses OAuth 2.0 via Azure AD (Dataverse). Register an Azure AD app and request access tokens for the organization URI."
                    }
                },
                {
                    "@type": "Question",
                    "name": "Can I receive real-time events from Dynamics CRM?",
                    "acceptedAnswer": {
                        "@type": "Answer",
                        "text": "Yes. Dataverse supports webhooks you can register via the Plug-in Registration tool or the Web API to receive server events."
                    }
                },
                {
                    "@type": "Question",
                    "name": "How should I handle rate limits and throttling?",
                    "acceptedAnswer": {
                        "@type": "Answer",
                        "text": "Design idempotent retries with exponential backoff. Monitor Power Platform request allocations; API throttling returns 429 status codes."
                    }
                }
            ]
        }
    ]
}
```
