Integrate Microsoft Dynamics CRM

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

Microsoft Dynamics CRM connector

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software package.

Microsoft Dynamics CRM Connector Methods

Contacts

Feature Description Type
Get Contact Gets a contact from Dynamics by ID. Action
List New and Updated Contacts Gets the new and updated contacts added to Dynamics since the last time the process was run in this Cycle. Action
Update Contact Updates a contact. Action
Delete Contact Deletes a contact. Action
List New Contacts Gets the new contacts added to Dynamics since the last time the process was run in this Cycle. Action
List Updated Contacts Gets updated contacts in Dynamics since the last time the process was run in this Cycle. Action
Get Contact(s) By Email Address Gets all matching contacts from Dynamics by email address. Action
List Contacts Gets a list of all contacts in Dynamics. Action
Create Contact Creates a new contact. Action

Campaign Responses

Feature Description Type
Create Campaign Response Create a campaign response that is bound to a campaign. Action
Update Campaign Response Update a campaign response that is bound to a campaign. Action
List Campaign Responses List campaign responses. Action
Get Campaign Response Get a campaign response. Action
Link Contact to Campaign Response Link a contact to a campaign response. Action
Delete Campaign Response Delete a campaign response. Action

Leads

Feature Description Type
Update Lead Update a lead. Action
List Leads Get leads. Action
List New Leads Get new leads. Action
Create Lead Create a new lead. Action
List Leads By Email Address Gets all matching leads from Dynamics by email address. Action
Get Lead Gets a lead from Dynamics by ID. Action
Delete Lead Deletes a lead. Action
List Updated Leads Get updated leads. Action

Roles

Feature Description Type
List Roles Gets a list of all roles. Action
List Roles Gets a list of all roles. Action

Static Marketing Lists

Feature Description Type
List Static List's Accounts Get static list's accounts. Action
List Static Lead Lists Get static marketing lists. Action
List Static Lists Get static marketing lists. Action
Add Member(s) to Static List Adds Members to a Static Marketing List. Action
List Static List's Leads Get static lead list contacts. Action
Remove Member(s) from Static List Removes Members from a Static Marketing List. Action
List Static List's Contacts Get static list contacts. Action

Dynamic Marketing Lists

Feature Description Type
List Dynamic Lead Lists Get dynamic marketing lists. Action
List Dynamic List's Accounts Get Accounts of a dynamic marketing lead list. Action
List Dynamic List's Contacts Get Contacts of a dynamic marketing list. Action
List Dynamic List's Leads Get Contacts of a dynamic marketing lead list. Action
List Updated Dynamic Lists Gets the updated dynamic marketing lists since last run. Action
List Dynamic Lists Get dynamic marketing lists. Action
List New Dynamic Lists Gets the new dynamic marketing lists since last run. Action

Products

Feature Description Type
List New Products Gets a list of all products in Dynamics added since the last run time. Action
List Updated Products Gets a list of all products in Dynamics updated since the last run time. Action
List New And Updated Products Gets a list of all products in Dynamics added or updated since the last run time. Action
Get Product Gets a Product from Dynamics by ID. Action
List Products Gets a list of all products in Dynamics. Action

Campaigns

Feature Description Type
Get Campaign By Name 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. Action
List Campaigns Gets all campaigns in Dynamics. Action
Create Campaign Create a campaign. Action
Delete Campaign Delete a campaign. Action
Get Campaign Gets a campaign from Dynamics by ID. Action
Update Campaign Update an existing campaign. Action

Teams

Feature Description Type
List Teams Gets a list of all teams. Action

Marketing Lists

Feature Description Type
Get Marketing List By Name Gets a Marketing List from Dynamics by name. Action
List New Marketing Lists Gets the Marketing Lists added since the last run date. Action
List Marketing Lists Gets the Marketing Lists. Action
Get Marketing List Gets a Marketing List from Dynamics by ID. Action
Create New Marketing List Creates a new mailing list. Action
List Updated Marketing Lists Gets the updated marketing lists since last run. Action

Accounts

Feature Description Type
Get Account Get an account specified by its ID. Action
List Accounts By Contact Gets all accounts that for which the specified Contact ID is the primary contact. Action
Create Account Create an account. Action
Delete Account Deletes an account. Action
List Accounts By Email Gets all accounts that match the specified email address. Action
List New Accounts Gets the new accounts added to Dynamics since the last time the process was run in this Cycle. Action
Update Account Update an existing account. Action
List Accounts Gets a list of all accounts in Dynamics. Action
List Updated Accounts Gets the updated accounts added to Dynamics since the last time the process was run in this Cycle. Action
Get Account By Email (First Match) Gets the first matching account for the specified email address. Action
List New and Updated Accounts Gets the new and updated accounts added to Dynamics since the last time the process was run in this Cycle. Action

Opportunities

Feature Description Type
List Opportunities By Email Gets all opportunities that match the specified email address. Action
List New And Updated Opportunities Gets a list opportunities created or updated since the last run. Action
List Opportunities Gets a list of all opportunities in Dynamics. Action
List Updated Opportunities Gets a list opportunities updated since the last run. Action
Get Opportunity By Email (First Match) Gets the first matching opportunity for the specified email address. Action
Get Opportunity Gets the opportunity specified by ID. Action
List New Opportunities Gets a list opportunities created since the last run. Action

Fields

Feature Description Type
Get Entity Fields (List Objects) Get fields of a List object (for example contacts - as opposed to contact). Action
Get Entity Fields Get a single entity (e.g. contact)'s fields. Can be used to map additional data that is not currently mapped in a method. Action

Tasks

Feature Description Type
Create Task Creates a new task for the specified contact. Action

Activities

Feature Description Type
Create Email Activity Create an activity of the 'email' type Action

System Users

Feature Description Type
List System Users Gets a list of all system users in Dynamics. Action
Get System User Gets a system user from Dynamics by ID. Action
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