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
Get New ContactsGets the new contacts added to Dynamics since the last time the process was run in this Cycle. Action
Get Contact By IDGets a contact from Dynamics. Action
Get Contacts By Email AddressGets all matching contacts from Dynamics by email address. Action
Create ContactCreates a new contact. Action
Delete ContactDeletes a contact. Action
Get Updated ContactsGets updated contacts in Dynamics since the last time the process was run in this Cycle. Action
Get New and Updated ContactsGets the new and updated contacts added to Dynamics since the last time the process was run in this Cycle. Action

Marketing Lists

FeatureDescriptionType
Get Marketing ListsGets the Marketing Lists. Action
Get Marketing Lists MembersGets the Marketing Lists Members. Action
Create New Marketing ListCreates a new mailing list. Action
Add Contact Members to Marketing ListAdds Marketing List Members. Action
Gets New Marketing ListsGets the Marketing Lists added since the last run date. Action
Get New Marketing Lists MembersGets the Marketing Lists Members added since the last run date. Action
Get Updated Marketing ListsGets the updated marketing lists since last run. Action
Get Updated Marketing List MembersGets the updated marketing lists members since last run. Action
Get Marketing List By IDGets a Marketing List from Dynamics by ID. Action

Accounts

FeatureDescriptionType
Get Account By IDGet an account specified by its ID. Action
Get New and Updated AccountsGets the new and updated accounts added to Dynamics since the last time the process was run in this Cycle. Action
Get AccountsGets a list of all accounts in Dynamics. Action
Get New AccountsGets the new accounts added to Dynamics since the last time the process was run in this Cycle. Action
Get Updated AccountsGets the updated accounts added to Dynamics since the last time the process was run in this Cycle. Action

Metadata

FeatureDescriptionType
Get Entity MetadataGets the metadata for an entity Action

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