Integrate Microsoft Dynamics CRM

Provide your users with in-app integration with Microsoft Dynamics CRM

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software package.

Connector Methods

Contacts

FeatureDescriptionType
Update ContactUpdates a contact. Action
List New ContactsGets the new contacts added to Dynamics since the last time the process was run in this Cycle. Action
Get ContactGets a contact from Dynamics by ID. Action
Get Contact(s) By Email AddressGets all matching contacts from Dynamics by email address. Action
Delete ContactDeletes a contact. Action
List Updated ContactsGets updated contacts in Dynamics since the last time the process was run in this Cycle. Action
List New and Updated ContactsGets the new and updated contacts added to Dynamics since the last time the process was run in this Cycle. Action
List ContactsGets a list of all contacts in Dynamics. Action
Create ContactCreates a new contact. Action

Marketing Lists

FeatureDescriptionType
List Marketing ListsGets the Marketing Lists. Action
List New Marketing ListsGets the Marketing Lists added since the last run date. Action
List Updated Marketing ListsGets the updated marketing lists since last run. Action
Get Marketing ListGets a Marketing List from Dynamics by ID. Action
Create New Marketing ListCreates a new mailing list. Action

Accounts

FeatureDescriptionType
Get AccountGet an account specified by its ID. Action
List New and Updated AccountsGets the new and updated accounts added to Dynamics since the last time the process was run in this Cycle. Action
List AccountsGets a list of all accounts in Dynamics. Action
List New AccountsGets the new accounts added to Dynamics since the last time the process was run in this Cycle. Action
List Updated AccountsGets the updated accounts added to Dynamics since the last time the process was run in this Cycle. Action
Update AccountUpdate an existing account. Action
Delete AccountDeletes an account. Action
Create AccountCreate an account. Action

Products

FeatureDescriptionType
List ProductsGets a list of all products in Dynamics. Action
Get ProductGets a Product from Dynamics by ID. Action
List New And Updated ProductsGets a list of all products in Dynamics added or updated since the last run time. Action
List New ProductsGets a list of all products in Dynamics added since the last run time. Action
List Updated ProductsGets a list of all products in Dynamics updated since the last run time. Action

Dynamic Marketing Lists

FeatureDescriptionType
List Dynamic ListsGet dynamic marketing lists. Action
List Updated Dynamic ListsGets the updated dynamic marketing lists since last run. Action
List Dynamic List's ContactsGet Contacts of a dynamic marketing list. Action
List New Dynamic ListsGets the new dynamic marketing lists since last run. Action
List Dynamic List's LeadsGet Contacts of a dynamic marketing lead list. Action
List Dynamic Lead ListsGet dynamic marketing lists. Action

Static Marketing Lists

FeatureDescriptionType
List Static ListsGet static marketing lists. Action
List Static List's ContactsGet static list contacts. Action
List Static List's LeadsGet static lead list contacts. Action
List Static Lead ListsGet static marketing lists. Action
Add Member(s) to Static ListAdds Members to a Static Marketing List. Action

Campaigns

FeatureDescriptionType
List CampaignsGets all campaigns in Dynamics. Action
Get CampaignGets a campaign from Dynamics by ID. Action
Update CampaignUpdate an existing campaign. Action
Delete CampaignDelete a campaign. Action
Get Campaign By NameGets 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. Action
Create CampaignCreate a campaign. Action

Campaign Responses

FeatureDescriptionType
List Campaign ResponsesList campaign responses. Action
Delete Campaign ResponseDelete a campaign response. Action
Get Campaign ResponseGet a campaign response. Action
Link Contact to Campaign ResponseLink a contact to a campaign response. Action
Update Campaign ResponseUpdate a campaign response that is bound to a campaign. Action
Create Campaign ResponseCreate a campaign response that is bound to a campaign. Action

Leads

FeatureDescriptionType
Update LeadUpdate a lead. Action
Get LeadGets a lead from Dynamics by ID. Action
List LeadsGet leads. Action
List New LeadsGet new leads. Action
List Updated LeadsGet updated leads. Action
List Leads By Email AddressGets all matching leads from Dynamics by email address. Action
Delete LeadDeletes a lead. Action
Create LeadCreate a new lead. Action

System Users

FeatureDescriptionType
List System UsersGets a list of all system users in Dynamics. Action
Get System UserGets a system user from Dynamics by ID. Action

Fields

FeatureDescriptionType
Get Entity FieldsGet an entities fields. Can be used to map additional data that is not currently mapped in a method. Action
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