--- title: "Microsoft Dynamics CRM (on-premises) Connector | Low-Code Microsoft Dynamics CRM (on-premises) Integration | Cyclr" description: "Provide your SaaS's users with in-app Microsoft Dynamics CRM (on-premises) integrations with Cyclr's low-code embedded iPaaS solution." url: "https://cyclr.com/integrate/microsoft-dynamics-crm-on-premises" canonical: "https://cyclr.com/integrate/microsoft-dynamics-crm-on-premises" served_via: "https://cyclr.com/.well-known/agent-markdown" --- ![Microsoft Dynamics CRM (on-premises) connector icon](https://cyclr.com/nitropack_static/sXmTfWgCNjOnvnYlyrLZVbIAkjEZnoiJ/assets/images/optimized/rev-31a2a0c/cyclr.com/wp-content/uploads/2022/03/ext-546.png) # Microsoft Dynamics CRM (on-premises) Integrations Microsoft Dynamics CRM is a customer relationship management software package. This Connector is for an on-premises installation of version 2011 to 2016. [Build with this Connector](https://cyclr.com/get-in-touch) [Talk to an integration expert](https://cyclr.com/get-started/) AuthenticationSee Connector in ConsoleConnector typeCRMsAvailable inCyclr Console ActionsMCP toolsWorkflows 01 ## Low-code orchestration Connect, compose and ship AI features faster. 02 ## Multi-tenant deployment Isolate customer credentials and configurations at scale. 03 ## Governed access Apply policies, field controls and audit trails across usage. 04 ## Embedded experience Deliver workflows natively inside your product. CONNECTOR OVERVIEW ## Create automations with our Microsoft Dynamics CRM (on-premises) connector Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Microsoft Dynamics CRM (on-premises), so you can provide in-app Microsoft Dynamics CRM (on-premises) integrations for your end users. ### Why use Cyclr? Build & publish in-app integrations with our Microsoft Dynamics CRM (on-premises) connector PRODUCT USE CASES ## Top Use Cases for Microsoft Dynamics CRM (on-premises) Integrations Quickly create integrations between your SaaS application and Microsoft Dynamics CRM (on-premises) with Cyclr's low code integration builder. Publish your Microsoft Dynamics CRM (on-premises) integration into your application using Cyclr's white label [embedded integration marketplace](https://cyclr.com/presentation-layer/embedded-marketplace). ### CRMs - Keep multiple sales tools in sync to keep sales data up to date regardless on what system users are updating them in. - Automate tasks for your sales team to keep deals moving. - Automatically fill in company data on your deals using external data. ORCHESTRATION ## How Microsoft Dynamics CRM (on-premises) works with Cyclr Cyclr sits between your SaaS product and Microsoft Dynamics CRM (on-premises) 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 (on-premises) Microsoft Dynamics CRM (on-premises) 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 (on-premises) methods you can orchestrate through Cyclr. Search connector methods INTEGRATIONS + MCP TOOLS ### Use any Microsoft Dynamics CRM (on-premises) 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/) Leads9 ### Update Lead Action Update a lead. ### List Updated Leads Action Get updated leads. ### List Leads Action Get leads. ### List Cancelled Leads Action Gets the leads cancelled from Dynamics since the last time the process was run in this Cycle. ### Delete Lead Action Deletes a lead. ### Create Lead Action Create a new lead. ### Get Lead Action Gets a lead from Dynamics by ID. ### List New Leads Action Get new leads. ### List Leads By Email Address Action Gets all matching leads from Dynamics by email address. Sales Orders4 ### List New and Updated Sales Orders Action Gets sales orders that have been created or updated since the last run. ### List New Sales Orders Action Get sales orders that have been created since the last run. ### Get Sales Order Action Gets a sales order, specified by ID. ### List Sales Orders Action Gets all sales orders. Organizations3 ### List Organizations Action Gets all organizations in Dynamics. ### Get Organization Action Gets an organization from Dynamics by ID. ### Update Organization Action Updates an organization. Roles1 ### List Roles Action Gets a list of all roles. Campaigns6 ### List Campaigns Action Gets all campaigns in Dynamics. ### Update Campaign Action Update an existing campaign. ### Get Campaign Action Gets a campaign from Dynamics. ### Get Campaign By Name Action Gets a campaign by name. Leaves through the True Exit if found, else through the False Exit. If multiple matches are found, only the first is returned. ### Create Campaign Action Create a campaign. ### Delete Campaign Action Delete a campaign. Tasks1 ### Create Task Action Creates a new task for the specified contact. Custom Objects10 ### List Upd. Cust. Ent. Records (incremental) Action Lists custom entity records created or modified since the last run - in pre-set increments. ### Delete Custom Entity Record Action Deletes a custom entity record. ### Download Custom Entity Record File Action Download a file from a custom entity record by column name. ### Get Custom Entity Records Action Gets a contact from custom entity record by ID. ### Create Custom Entity Record Action Creates a new Custom Entity Record. ### List Custom Entity Records Action Lists all custom entity records. ### List New and Updated Custom Entity Records Action Gets the new and updated custom entity records added to Dynamics since the last time the process was run in this Cycle. ### List New Custom Entity Records Action Gets the new custom entity records added to Dynamics since the last time the process was run in this Cycle. ### List Updated Custom Entity Records Action Gets updated custom entity records in Dynamics since the last time the process was run in this Cycle. ### Update Custom Entity Record Action Updates a custom entity record. Fields2 ### Get Entity Fields (List Objects) Action Get fields of a List object (for example contacts - as opposed to contact). ### Get Entity Fields Action Get a single entity (e.g. contact)'s fields. Can be used to map additional data that is not currently mapped in a method. Lookup3 ### Get Entity Type Action Gets the entity type(s) associated with a specified entity set. ### List Entity Sets Action Lists the entity sets associated with this account. ### List Entity Types Action Lists the entity types associated with this account. Static Marketing Lists7 ### Remove Member(s) from Static List Action Removes Members from a Static Marketing List. ### List Static Lead Lists Action Get static marketing lists. ### List Static List's Contacts Action Get static list contacts. ### List Static Lists Action Get static marketing lists. ### Add Member(s) to Static List Action Adds Marketing List Members. ### List Static List's Accounts Action Get static list's accounts. ### List Static List's Leads Action Get static lead list contacts. Products5 ### List Products Action Gets a list of all products in Dynamics. ### List Updated Products Action Gets a list of all products in Dynamics updated since the last run time. ### List New Products Action Gets a list of all products in Dynamics added since the last run time. ### List New And Updated Products Action Gets a list of all products in Dynamics added or updated since the last run time. ### Get Product Action Gets a list of all products in Dynamics. Contacts10 ### Create Contact Action Creates a new contact. ### List Deleted Contacts Action Gets the contacts deleted from Dynamics since the last time the process was run in this Cycle. ### Update Contact Action Updates a contact. ### Delete Contact Action Deletes a contact. ### List New Contacts Action Gets the new contacts added to Dynamics since the last time the process was run in this Cycle. ### Get Contact(s) By Email Address Action Gets all matching contacts from Dynamics by email address. ### List Updated Contacts Action Gets updated contacts in Dynamics since the last time the process was run in this Cycle. ### Get Contact Action Gets a contact from Dynamics. ### List New and Updated Contacts Action Gets the new and updated contacts added to Dynamics since the last time the process was run in this Cycle. ### List Contacts Action Gets the new contacts added to Dynamics since the last time the process was run in this Cycle. Accounts13 ### List New Accounts Action Gets the new accounts added to Dynamics since the last time the process was run in this Cycle. ### Create Account Action Create an account. ### Get Account By Name Action Get an account specified by the account name. ### Get Account By Email Action Get an account specified by its email. ### List Accounts Action Gets a list of all accounts in Dynamics. ### Get Account Action Get an account specified by its ID. ### List Updated Accounts Action Gets the updated accounts added to Dynamics since the last time the process was run in this Cycle. ### Delete Account Action Deletes an account. ### Batch Requests Action Perform multiple operations in a single request. ### List Accounts By Primary Contact Action List all accounts by primary contact ID. ### List Deleted Accounts Action Gets the accounts deleted from Dynamics since the last time the process was run in this Cycle. ### List New and Updated Accounts Action Gets the new and updated accounts added to Dynamics since the last time the process was run in this Cycle. ### Update Account Action Update an existing account. Marketing Lists6 ### List Marketing Lists Action Gets the Marketing Lists. ### Create New Marketing List Action Creates a new mailing list. ### List New Marketing Lists Action Gets the Marketing Lists added since the last run date. ### Get Marketing List By Name Action Gets a Marketing List from Dynamics by name. ### List Updated Marketing Lists Action Gets the updated marketing lists since last run. ### Get Marketing List Action Gets a Marketing List from Dynamics by ID. System Users2 ### List System Users Action Gets a list of all system users in Dynamics. ### Get System User Action Gets a system user from Dynamics by ID. Teams1 ### List Teams Action Gets a list of all teams. Campaign Responses6 ### List Campaign Responses Action List campaign responses. ### Get Campaign Response Action Get a campaign response. ### Link Contact to Campaign Response Action Link a contact to a campaign response. ### Update Campaign Response Action Update a campaign response that is bound to a campaign. ### Create Campaign Response Action Create a campaign response that is bound to a campaign. ### Delete Campaign Response Action Delete a campaign response. Dynamic Marketing Lists7 ### List Dynamic List's Accounts Action Get Accounts of a dynamic marketing lead list. ### List Updated Dynamic Lists Action Gets the updated dynamic marketing lists since last run. ### List Dynamic List's Contacts Action Get contacts for a dynamic list. ### List Dynamic List's Leads Action Get Contacts of a dynamic marketing lead list. ### List Dynamic Lists Action Get dynamic marketing lists. ### List Dynamic Lead Lists Action Get dynamic marketing lists. ### List New Dynamic Lists Action Gets the new dynamic marketing lists since last run. View more method groups (12 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 (on-premises) integration and API details Review the sourced authentication and API behaviour used when configuring customer-facing Microsoft Dynamics CRM (on-premises) integrations in Cyclr. ### API and authentication API host`Not specified`AuthenticationSee Connector in ConsoleCredentials Review the connector installation fields in Cyclr Console. Method categories See available methods ### Pagination and rate limits #### Pagination Method-specific behavior should be confirmed before implementation. #### Rate limits Refer to the vendor API documentation for current limits. IMPLEMENTATION ## Authentication at a glance Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console. Authentication methodSee Connector in ConsoleCredential required Review the connector installation fields in Cyclr Console. AI INTEROPERABILITY ## Use Microsoft Dynamics CRM (on-premises) methods in MCP servers Cyclr can expose any available Microsoft Dynamics CRM (on-premises) 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/) KEEP EXPLORING ## Related resources and connectors [Documentation ### Microsoft Dynamics CRM (on-premises) Connector Documentation **Read more →**](https://community.cyclr.com/connector-guides)[Resource ### CRM Integrations you should be using **Read more →**](https://cyclr.com/blog/crm-integrations-you-should-be-using)[Resource ### What is iPaaS? **Read more →**](https://cyclr.com/blog/what-is-ipaas) ## Let Cyclr handle the integrations. You focus on building the product your customers love. 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