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Microsoft Dynamics CRM Integrations
Build & publish in-app integrations with our Microsoft Dynamics CRM connector
Microsoft Dynamics CRM is a customer relationship management software package.
Book a demo to learn more about integrating with Microsoft Dynamics CRMCreate 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
Contacts ↓
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 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 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.
Get Contact(s) By Email Address
Action
Gets all matching contacts from Dynamics by email address.
List New Contacts
Action
Gets the new contacts added to Dynamics since the last time the process was run in this Cycle.
Delete Contact
Action
Deletes a contact.
Update Contact
Action
Updates a contact.
Create Contact
Action
Creates a new contact.
Associate Tag with Contact (BETA)
Action
Associates a tag with a contact record.
Accounts ↓
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 Deleted Accounts
Action
Gets the accounts deleted from Dynamics since the last time the process was run in this Cycle.
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.
Get Account By Name
Action
Get an account specified by the account name.
List Accounts By Primary Contact
Action
List all accounts by primary contact ID.
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.
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.
Static Marketing Lists ↓
List Static List's Accounts
Action
Get static list's accounts.
Add Member(s) to Static List
Action
Adds Members to a Static Marketing List.
List Static Lists
Action
Get static marketing lists.
List Static List's Contacts
Action
Get static list contacts.
List Static Lead Lists
Action
Get static marketing lists.
Remove Member(s) from Static List
Action
Removes Members from a Static Marketing List.
List Static List's Leads
Action
Get static lead list contacts.
Products ↓
List New Products
Action
Gets a list of all products in Dynamics added since the last run time.
List Updated Products
Action
Gets a list of all products in Dynamics updated since the last run time.
Get Product
Action
Gets a Product from Dynamics by ID.
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.
Incidents ↓
Create Incident
Action
Creates an incident.
Delete Incident
Action
Deletes an incident.
List New Incidents
Action
Gets a list of all incidents in Dynamics created since the last cycle run.
Update Incident
Action
Updates an incident.
List Incidents
Action
Gets a list of all incidents in Dynamics.
List Updated Incidents
Action
Gets a list of all incidents in Dynamics updated since the last cycle run.
Cases ↓
Get Incident
Action
Get an incident by Incident ID.
Opportunities ↓
List New Opportunities
Action
Gets a list opportunities created since the last run.
List Opportunities
Action
Gets a list of all opportunities in Dynamics.
Update Opportunity
Action
Updates the opportunity specified by ID.
Get Opportunity
Action
Gets the opportunity specified by ID.
List New And Updated Opportunities
Action
Gets a list opportunities created or updated since the last run.
List Opportunities By Email
Action
Gets all opportunities that match the specified email address.
Create Opportunity
Action
Create an opportunity.
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.
Lookup ↓
Get Entity Type
Action
Gets the entity type(s) associated with a specified entity set.
List Entity Sets
Action
Lists the entity sets associated with this account.
List Entity Types
Action
Lists the entity types associated with this account.
System Users ↓
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.
Roles ↓
List Roles
Action
Gets a list of all roles.
List Roles
Action
Gets a list of all roles.
Campaign Responses ↓
Update Campaign Response
Action
Update a campaign response that is bound to a campaign.
Delete Campaign Response
Action
Delete a campaign response.
Link Contact to Campaign Response
Action
Link a contact to a campaign response.
Get Campaign Response
Action
Get a campaign response.
List Campaign Responses
Action
List campaign responses.
Create Campaign Response
Action
Create a campaign response that is bound to a campaign.
Campaigns ↓
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.
List Campaigns
Action
Gets all campaigns in Dynamics.
Get Campaign
Action
Gets a campaign from Dynamics by ID.
Update Campaign
Action
Update an existing campaign.
Create Campaign
Action
Create a campaign.
Delete Campaign
Action
Delete a campaign.
Tasks ↓
Create Task
Action
Creates a new task for the specified contact.
Leads ↓
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.
Delete Lead
Action
Deletes a lead.
List Updated Leads
Action
Get updated leads.
List Leads
Action
Get leads.
Update Lead
Action
Update a lead.
Organizations ↓
List Organizations
Action
Gets all organizations in Dynamics.
Get Organization
Action
Gets an organization from Dynamics by ID.
Update Organization
Action
Updates an organization.
Teams ↓
List Teams
Action
Gets a list of all teams.
Dynamic Marketing Lists ↓
List Dynamic Lists
Action
Get dynamic marketing lists.
List Dynamic Lead Lists
Action
Get dynamic marketing lists.
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 List's Accounts
Action
Get Accounts of a dynamic marketing lead list.
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.
Custom Objects ↓
List Custom Entity Records
Action
Lists all custom entity records.
Download Custom Entity Record File
Action
Download a file from a custom entity record by column name.
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.
List Upd. Cust. Ent. Records (incremental)
Action
Lists custom entity records created or modified since the last run - in pre-set increments.
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.
Update Custom Entity Record
Action
Updates a 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.
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.
Fields ↓
Get Entity Fields (List Objects)
Action
Get fields of a List object (for example contacts - as opposed to contact).
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.
Activities ↓
Create Email Activity
Action
Create an activity of the 'email' type
Marketing Lists ↓
Get Marketing List
Action
Gets a Marketing List from Dynamics by ID.
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.
List New Marketing Lists
Action
Gets the Marketing Lists added since the last run date.
Create New Marketing List
Action
Creates a new mailing list.
List Marketing Lists
Action
Gets the Marketing Lists.
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!
Related Connectors
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
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?
Book a demo to see Cyclr in action and start creating integration solutions for your customers
