Microsoft Dynamics CRM Integrations

Build & publish in-app integrations with our Microsoft Dynamics CRM connector

Microsoft Dynamics CRM connector icon

Microsoft Dynamics CRM is a customer relationship management software package.

Book a demo to learn more about integrating with Microsoft Dynamics CRM

Create automations with our Microsoft Dynamics CRM 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, so you can provide in-app Microsoft Dynamics CRM integrations for your end users.

Why integrate with Microsoft Dynamics CRM

Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded integration platform enables you to create integrations between your application and Microsoft Dynamics CRM, as well as 100s of other apps, using low code tools.

Available Methods and Endpoints

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.
Get Entity Fields (List Objects)
Action
Get fields of a List object (for example contacts - as opposed to contact).
List New Dynamic Lists
Action
Gets the new dynamic marketing lists since last run.
List Dynamic Lists
Action
Get dynamic marketing lists.
List Updated Dynamic Lists
Action
Gets the updated dynamic marketing lists since last run.
List Dynamic List's Leads
Action
Get Contacts of a dynamic marketing lead list.
List Dynamic List's Contacts
Action
Get Contacts of a dynamic marketing list.
List Dynamic Lead Lists
Action
Get dynamic marketing lists.
List Dynamic List's Accounts
Action
Get Accounts of a dynamic marketing lead list.
Associate Tag with Contact (BETA)
Action
Associates a tag with a contact record.
Get Contact(s) By Email Address
Action
Gets all matching contacts from Dynamics by email address.
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.
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 by ID.
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 a list of all contacts in Dynamics.
Create Contact
Action
Creates a new contact.
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.
List Updated Marketing Lists
Action
Gets the updated marketing lists since last run.
Get Marketing List By Name
Action
Gets a Marketing List from Dynamics by name.
Get Marketing List
Action
Gets a Marketing List from Dynamics by ID.
List Updated Leads
Action
Get updated leads.
List Leads
Action
Get leads.
Update Lead
Action
Update a lead.
Create Lead
Action
Create a new lead.
List Leads By Email Address
Action
Gets all matching leads from Dynamics by email address.
Get Lead
Action
Gets a lead from Dynamics by ID.
List New Leads
Action
Get new leads.
Delete Lead
Action
Deletes a lead.
List Products
Action
Gets a list of all products in Dynamics.
Get Product
Action
Gets a Product from Dynamics by ID.
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.
Update Campaign
Action
Update an existing campaign.
Get Campaign
Action
Gets a campaign from Dynamics by ID.
List Campaigns
Action
Gets all campaigns in Dynamics.
Create Campaign
Action
Create a campaign.
Delete Campaign
Action
Delete a campaign.
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 Email Activity
Action
Create an activity of the 'email' type
Get System User
Action
Gets a system user from Dynamics by ID.
List System Users
Action
Gets a list of all system users in Dynamics.
List Teams
Action
Gets a list of all teams.
List Roles
Action
Gets a list of all roles.
List Roles
Action
Gets a list of all roles.
List Accounts By Contact
Action
Gets all accounts that for which the specified Contact ID is the primary contact.
Get Account By Email (First Match)
Action
Gets the first matching account for the specified email address.
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.
Update Account
Action
Update an existing account.
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.
Create Account
Action
Create an account.
List New Accounts
Action
Gets the new accounts added to Dynamics since the last time the process was run in this Cycle.
List Accounts By Email
Action
Gets all accounts that match the specified email address.
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 Members to a Static Marketing List.
List Static List's Accounts
Action
Get static list's accounts.
List Static List's Leads
Action
Get static lead list contacts.
Remove Member(s) from Static List
Action
Removes Members from a Static Marketing List.
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.
Delete Campaign Response
Action
Delete 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.
Create Task
Action
Creates a new task for the specified contact.
List Opportunities By Email
Action
Gets all opportunities that match the specified email address.
List New And Updated Opportunities
Action
Gets a list opportunities created or updated since the last run.
Get Opportunity
Action
Gets the opportunity specified by ID.
Update Opportunity
Action
Updates the opportunity specified by ID.
List Opportunities
Action
Gets a list of all opportunities in Dynamics.
List New Opportunities
Action
Gets a list opportunities created since the last run.
List Updated Opportunities
Action
Gets a list opportunities updated since the last run.
Get Opportunity By Email (First Match)
Action
Gets the first matching opportunity for the specified email address.

Do you want to access something that's not currently listed? Just let us know and we can add it to the connector for you!

What Methods do you Need?

Top Use Cases for Microsoft Dynamics CRM Integrations

Quickly create integrations between your SaaS application and Microsoft Dynamics CRM with Cyclr's low code integration builder. Publish your Microsoft Dynamics CRM integration into your application using Cyclr's white label embedded integration 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.

Some of the many benefits of using Cyclr as your integration solution

Native

Transform your API from backend to frontend, from developer focused to business user focused.

Deliver integrations natively from within your own application and add value to your end-users.

Build Quickly

Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.

Be responsive to the needs of your clients and your sales team.

No code integrations

Use our drag and drop integration builder to create integrations, then click to publish them to your app.

Your users can then search and deploy these integrations in a couple of clicks.

Ready to start your integration journey?

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Book a demo to see Cyclr in action and start creating integration solutions for your customers