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

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 by Account
Action
Gets a list of all contacts in Dynamics associated with an account.
List Contacts
Action
Gets a list of all contacts in Dynamics.
List Deleted Contacts
Action
Gets the contacts deleted from Dynamics since the last time the process was run in this Cycle.
Get Contact
Action
Gets a contact from Dynamics by ID.
List Updated Contacts
Action
Gets updated contacts in Dynamics since the last time the process was run in this Cycle.
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.
Associate Tag with Contact (BETA)
Action
Associates a tag with a contact record.
List New Contacts (Incrementally)
Action
List all contacts created since the last successful run incrementally.
Create Contact
Action
Creates a new contact.
Update Contact
Action
Updates a contact.
Delete Contact
Action
Deletes a contact.
Create Email Activity
Action
Create an activity of the 'email' type
Get Entity Metadata
Action
Gets the metadata for an entity.
List Roles
Action
Gets a list of all roles.
List Roles
Action
Gets a list of all roles.
Update Organization
Action
Updates an organization.
List Organizations
Action
Gets all organizations in Dynamics.
Get Organization
Action
Gets an organization from Dynamics by ID.
List Updated Organizations
Action
Gets all organizations updated since last run.
List Teams
Action
Gets a list of all teams.
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.
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.
Create Opportunity
Action
Create an opportunity.
List Static List's Leads
Action
Get static lead list contacts.
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.
Remove Member(s) from Static List
Action
Removes Members from a Static Marketing List.
Update Custom Entity Record
Action
Updates a custom entity record.
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 Updated Custom Entity Records (Incrementally)
Action
Lists custom entity records created or modified since the last successful run - in pre-set increments.
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.
Download Custom Entity Record File
Action
Download a file from a custom entity record by column name.
List Custom Entity Records
Action
Lists all custom entity records.
Delete Custom Entity Record
Action
Deletes a custom entity record.
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 Updated Custom Entity Records
Action
Gets updated custom entity records in Dynamics since the last time the process was run in this Cycle.
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).
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 Updated Incidents
Action
Gets a list of all incidents in Dynamics updated since the last cycle run.
List New Incidents
Action
Gets a list of all incidents in Dynamics created since the last cycle run.
Update Incident
Action
Updates an incident.
Delete Incident
Action
Deletes an incident.
Create Incident
Action
Creates an incident.
List Incidents
Action
Gets a list of all incidents in Dynamics.
Link Contact to Campaign Response
Action
Link a contact to a campaign response.
List Campaign Responses
Action
List campaign responses.
Get Campaign Response
Action
Get 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.
List Dynamic List's Leads
Action
Get Contacts of a dynamic marketing lead list.
List Dynamic Lead Lists
Action
Get dynamic marketing lists.
List Dynamic Lists
Action
Get dynamic marketing lists.
List New Dynamic Lists
Action
Gets the new dynamic marketing lists since last run.
List Updated Dynamic Lists
Action
Gets the updated dynamic marketing lists since last run.
List Dynamic List's Contacts
Action
Get Contacts of a dynamic marketing list.
List Dynamic List's Accounts
Action
Get Accounts of a dynamic marketing lead list.
List Entity Sets
Action
Lists the entity sets associated with this account.
Get Entity Type
Action
Gets the entity type(s) associated with a specified entity set.
List Entity Types
Action
Lists the entity types associated with this account.
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.
List Products
Action
Gets a list of all products in Dynamics.
Delete Lead
Action
Deletes a lead.
List Updated Leads
Action
Get updated leads.
List Leads
Action
Get leads.
Update Lead
Action
Update a lead.
List Deleted Leads
Action
Get a List of all Leads deleted since last run.
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 Cancelled Leads
Action
Gets the leads cancelled from Dynamics since the last time the process was run in this Cycle.
List New Leads
Action
Get new leads.
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.
List Accounts By Email
Action
Gets all accounts that match the specified email address.
List Deleted Accounts
Action
Gets the accounts deleted from Dynamics since the last time the process was run in this Cycle.
Update Account
Action
Update an existing account.
Delete Account
Action
Deletes an account.
List Updated Accounts
Action
Gets the updated accounts added to Dynamics since the last time the process was run in this Cycle.
Get Account
Action
Get an account specified by its ID.
List Accounts
Action
Gets a list of all accounts in Dynamics.
Search Accounts
Action
List all accounts that match the specified parameters.
Get Account By Email (First Match)
Action
Gets the first matching account for the specified email address.
List Accounts By Primary Contact
Action
List all accounts by primary contact ID.
Get Account By Name
Action
Get an account specified by the account name.
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.
Get Incident
Action
Get an incident by Incident ID.
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.
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.
Create Task
Action
Creates a new task for the specified contact.

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

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

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

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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