Microsoft Dynamics CRM Connector

Build in-app integrations that sync contacts, leads and accounts, automate CRM workflows and expose managed integration tools to customers. Use Cyclr’s low-code designer to publish white-label, multi-tenant Microsoft Dynamics CRM integrations inside your SaaS product.

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Faster integrations

Build integrations quickly using low-code mapping and prebuilt actions.

Scale safely

Govern connector methods as MCP tools with role-based controls.

Reduce integration ops

Orchestrate workflows, retries and error handling centrally.

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

Connector overview

This connector uses Microsoft Dataverse (Dynamics 365) Web API to provide CRUD, OData queries, batch operations, actions and functions. SaaS teams can map data, orchestrate multi-step workflows and surface governed integration capabilities to end users without embedding vendor tooling directly.

PRODUCT USE CASES

Top use cases for Microsoft Dynamics CRM integrations

Build two-way contact and account sync, push leads from your product into Dynamics, automate opportunity and pipeline updates, and trigger support workflows. Publish integrations in a white-label embedded marketplace for self-service customer setup.

Sync contacts and accounts

Two-way sync of contacts and accounts between your SaaS product and Dynamics CRM for unified customer records.

Create leads from product activity

Auto-create leads or opportunities in Dynamics CRM when users take qualifying product actions.

Ticket and case escalation

Create or update cases and trigger downstream workflows in your app based on Dynamics case updates.

ORCHESTRATION

How Microsoft Dynamics CRM works with Cyclr

Cyclr sits between your SaaS product and Microsoft Dynamics CRM to handle authentication, govern access and orchestrate every API call per customer, at scale.

1
Your SaaS product
Your app requests an action for a specific customer.
2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
3
Microsoft Dynamics CRM
Microsoft Dynamics CRM processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Microsoft Dynamics CRM methods you can orchestrate through Cyclr.

Marketing Lists11

List Marketing Lists

Action

List all marketing lists.

Update Marketing List

Action

Update a marketing list.

Delete Marketing List

Action

Delete a marketing list.

Create Marketing List

Action

Create a marketing list.

List New And Updated Marketing Lists

Action

List all marketing lists created or updated since the last successful run.

List New Marketing Lists

Action

List all marketing lists created since the last successful run.

List Marketing Lists By Lead

Action

List all marketing lists by lead ID.

Get Marketing List By Name

Action

Get a marketing list by name.

List Updated Marketing Lists

Action

List all marketing lists updated since the last successful run.

Get Marketing List

Action

Get a marketing list.

List Marketing Lists By Contact

Action

List all marketing lists by contact ID.

Annotations8

Delete Annotation

Action

Delete an annotation.

List Annotations

Action

List all annotations.

Get Annotation

Action

Get an annotation.

Create Annotation

Action

Create an annotation.

List New Annotations

Action

List all annotations created since the last successful run.

List Updated Annotations

Action

List all annotations updated since the last successful run.

Update Annotation

Action

Update an annotation.

List New And Updated Annotations

Action

List all annotations created or updated since the last successful run.

Static Marketing Lists12

Remove Member(s) from Static List

Action

Removes member(s) from a static list.

List New Deleted Static List Members

Action

List all members removed from a static list since the last successful run.

List Static Lead Lists

Action

List all static lead lists.

List New And Updated Static Lists

Action

List all static lists created or updated since the last successful run.

List Static List's Contacts

Action

List all contacts of a static list.

List Static Lists

Action

List all static lists.

Add Member(s) to Static List

Action

Adds member(s) to a static list.

List New Static Lists

Action

List all static lists created since the last successful run.

List Updated Static Lists

Action

List all static lists updated since the last successful run.

List Static List's Accounts

Action

List all accounts of a static list.

List New Static List Members

Action

List all members added to the specified static list since the last successful run.

List Static List's Leads

Action

List all leads of a static list.

Campaigns9

Update Campaign

Action

Update a campaign.

List Updated Campaigns

Action

List all campaigns updated since the last successful run.

List New Campaigns

Action

List all campaigns created since the last successful run.

Get Campaign

Action

Get a campaign.

List Campaigns

Action

List all campaigns.

Get Campaign By Name

Action

Get a campaign by name.

Create Campaign

Action

Create a campaign.

Delete Campaign

Action

Delete a campaign.

List New And Updated Campaigns

Action

List all campaigns created or updated since the last successful run.

Dynamic Marketing Lists8

List Dynamic List's Accounts

Action

List all accounts of dynamic list.

List Updated Dynamic Lists

Action

List all dynamic lists updated since the last successful run.

List Dynamic List's Contacts

Action

List all contacts of a dynamic list.

List Dynamic List's Leads

Action

List all leads of a dynamic list.

List New And Updated Dynamic Lists

Action

List all dynamic lists created or updated since the last successful run.

List Dynamic Lead Lists

Action

List all dynamic lead lists.

List Dynamic Lists

Action

List all dynamic lists.

List New Dynamic Lists

Action

List all dynamic lists created since the last successful run.

Custom Objects12

List New Deleted Custom Entity Record

Action

List all custom entity records deleted since the last successful run.

Update Custom Entity Record

Action

Update a custom entity record.

List New And Updated Custom Entity Records

Action

List all custom entity records created or updated since the last successful run.

List Updated Custom Entity Records (Incrementally)

Action

List all custom entity records updated since the last successful run incrementally.

List New Custom Entity Records

Action

List all custom entity records created since the last successful run.

Get First Custom Entity Record

Action

Get the first custom entity record matching some criteria.

Download Custom Entity Record File

Action

Download a file from a custom entity record by column name.

List Custom Entity Records

Action

List all custom entity records.

List Updated Custom Entity Records

Action

List all custom entity records updated since the last successful run.

Delete Custom Entity Record

Action

Delete a custom entity record.

Get Custom Entity Record

Action

Get a custom entity record.

Create Custom Entity Record

Action

Create a custom entity record.

Tasks8

Create Task

Action

Create a task.

List Updated Tasks

Action

List all tasks updated since the last successful run.

Update Task

Action

Update a task.

List New And Updated Tasks

Action

List all tasks created or updated since the last successful run.

List New Tasks

Action

List all tasks created since the last successful run.

Get Task

Action

Get a task.

Delete Task

Action

Delete a task.

List Tasks

Action

List all tasks.

System Users5

List New And Updated System Users

Action

List all system users created or updated since the last successful run.

Get System User

Action

Get a system user.

List New System Users

Action

List all system users created since the last successful run.

List System Users

Action

List all system users.

List Updated System Users

Action

List all system users updated since the last successful run.

Accounts14

List Accounts By Email

Action

List all accounts by email address.

List New Accounts

Action

List all accounts created since the last successful run.

Create Account

Action

Create an account.

Get Account By Account Name

Action

Get an account by account name.

List Accounts By Primary Contact

Action

List all accounts by primary contact.

Get Account By Email

Action

Get an account by email address.

Search Accounts

Action

List all accounts that match specified parameters.

List Accounts

Action

List all accounts.

Get Account

Action

Get an account.

List Updated Accounts

Action

List all accounts updated since the last successful run.

Delete Account

Action

Delete an account.

Update Account

Action

Update an account.

List New Deleted Accounts

Action

List all accounts deleted since the last successful run.

List New And Updated Accounts

Action

List all accounts created or updated since the last successful run.

Incidents8

List New And Updated Incidents

Action

List all incidents created or updated since the last successful run.

List Updated Incidents

Action

List all incidents updated since the last successful run.

Update Incident

Action

Update an incident.

List New Incidents

Action

List all incidents created since the last successful run.

Delete Incident

Action

Delete an incident.

Get Incident

Action

Get an incident.

Create Incident

Action

Create an incident.

List Incidents

Action

List all incidents.

Entities6

Get Entity Definition

Action

Get an entity definition.

List Entity Definitions

Action

List all entity definitions.

Get Entity Definition By Logical Name

Action

Get an entity definition by logical name.

List Entity Sets

Action

List all entity sets.

Get Entity Definition By Entity Set Name

Action

Get an entity definition by entity set name.

List Entity Option Sets

Action

List all option sets of an entity.

Campaign Responses9

List Updated Campaign Responses

Action

List all campaign responses updated since the last successful run.

List Campaign Responses

Action

List all campaign responses.

Get Campaign Response

Action

Get a campaign response.

List New Campaign Responses

Action

List all campaign responses created since the last successful run.

Link Contact to Campaign Response

Action

Link a contact to a campaign response.

Delete Campaign Response

Action

Delete a campaign response.

Update Campaign Response

Action

Update a campaign response.

List New And Updated Campaign Responses

Action

List all campaign responses created or updated since the last successful run.

Create Campaign Response

Action

Create a campaign response.

Teams5

List Teams

Action

List all teams.

List New Teams

Action

List all teams created since the last successful run.

List New And Updated Teams

Action

List all teams created or updated since the last successful run.

List Updated Teams

Action

List all teams updated since the last successful run.

Get Team

Action

Get a team.

Products5

Get Product

Action

Get a product.

List Updated Products

Action

List all products updated since the last successful run.

List New Products

Action

List all products created since the last successful run.

List New And Updated Products

Action

List all products created or updated since the last successful run.

List Products

Action

List all products.

Roles5

Get Role

Action

Get a role.

List New Roles

Action

List all roles created since the last successful run.

List New And Updated Roles

Action

List all roles created or updated since the last successful run.

List Updated Roles

Action

List all roles updated since the last successful run.

List Roles

Action

List all roles.

Opportunities10

Create Opportunity

Action

Create an opportunity.

List Opportunities By Email

Action

List all opportunities by email address.

List New And Updated Opportunities

Action

List all opportunities created or updated since the last successful run.

Get Opportunity

Action

Get an opportunity.

Update Opportunity

Action

Update an opportunity.

List Opportunities

Action

List all opportunities.

List New Opportunities

Action

List all opportunities created since the last successful run.

Delete Opportunity

Action

Delete an opportunity.

List Updated Opportunities

Action

List all opportunities updated since the last successful run.

Get Opportunity By Email

Action

Get an opportunity by email address.

Contacts14

Associate Tag with Contact (BETA)

Action

Associates a tag with a contact record.

List Updated Contacts

Action

List all contacts updated since the last successful run.

List New Contacts (Incrementally)

Action

List all contacts created since the last successful run incrementally.

Create Contact

Action

Create a contact.

Update Contact

Action

Update a contact.

Delete Contact

Action

Delete a contact.

List New Contacts

Action

List all contacts created since the last successful run.

List Contacts By Email

Action

List all contacts by email address.

Get Contact

Action

Get a contact.

List New Deleted Contacts

Action

List all contacts deleted since the last successful run.

List New Contacts (Incrementally Per Page)

Action

List all contacts created since the last successful run incrementally per number of page.

List New And Updated Contacts

Action

List all contacts created or updated since the last successful run.

List Contacts

Action

List all contacts.

List Contacts By Account

Action

List all contacts by account.

Sales Orders5

List New And Updated Sales Orders

Action

List all sales orders created or updated since the last successful run.

List New Sales Orders

Action

List all sales orders created since the last successful run.

List Updated Sales Orders

Action

List all sales orders updated since the last successful run.

List Sales Orders

Action

List all sales orders.

Get Sales Order

Action

Get a sales order.

Leads11

Delete Lead

Action

Delete a lead.

List Updated Leads

Action

List all leads updated since the last successful run.

List Leads

Action

List all leads.

Update Lead

Action

Update a lead.

List New Deleted Leads

Action

List all leads deleted since the last successful run.

List New And Updated Leads

Action

List all leads created or updated since the last successful run.

Create Lead

Action

Create a lead.

List Leads By Email

Action

List all leads by email address.

Get Lead

Action

Get a lead.

List Cancelled Leads

Action

List all leads cancelled since the last successful run.

List New Leads

Action

List all leads created since the last successful run.

Activities1

Create Email Activity

Action

Create an activity of the 'email' type

Organizations6

List New Organizations

Action

List all organizations created since the last successful run.

Update Organization

Action

Update an organization.

Get Organization

Action

Get an organization.

List New And Updated Organizations

Action

List all organizations created or updated since the last successful run.

List Organizations

Action

List all organizations.

List Updated Organizations

Action

List all organizations updated since the last successful run.

TECHNICAL DETAILS

Microsoft Dynamics CRM integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Microsoft Dynamics CRM integrations in Cyclr.

API and authentication

API host: {organization-uri}/api/data/v8.1/
Authentication: OAuth 2.0 (Azure AD / Dataverse)
Credentials: Tenant ID; Client ID; Client secret or certificate; Organization API base URL (organization URI).
Method categories: CRUD and OData query for contacts, accounts, leads; actions, functions, metadata and batch operations.

View vendor API documentation →

Pagination and rate limits

Pagination

OData server-driven paging. Responses include @odata.nextLink; use Prefer: odata.maxpagesize, $top or $skiptoken for paging control.

Rate limits

Dataverse enforces service-protection API limits and query throttling; exceeding limits returns 429. Monitor Power Platform request allocations and design retries/backoff.

IMPLEMENTATION

Authentication at a glance

OAuth 2.0 via Azure AD for Dataverse. Register an Azure AD application and request access tokens for the organization URI; on-premises deployments may use alternate flows.

Authentication method: OAuth 2.0 (Azure AD / Dataverse)
Credential required: Tenant ID; Client ID; Client secret or certificate; Organization API base URL (organization URI).

Before you begin:

Requires Azure AD app registration and tenant admin consent; use correct organization URI and API version.

View setup guide

COMMON QUESTIONS

Frequently asked questions

Yes. Use Cyclr’s low-code builder and white-label marketplace to embed Dynamics CRM integrations and surface methods as governed MCP tools.

The connector uses OAuth 2.0 via Azure AD (Dataverse). Register an Azure AD app and request access tokens for the organization URI.

Yes. Dataverse supports webhooks you can register via the Plug-in Registration tool or the Web API to receive server events.

Design idempotent retries with exponential backoff. Monitor Power Platform request allocations; API throttling returns 429 status codes.

KEEP EXPLORING

Related resources and connectors

Documentation

Microsoft Dynamics CRM Connector

Faster integrations

Scale safely

Reduce integration ops

Embedded experience

Connector overview

Top use cases for Microsoft Dynamics CRM integrations

Sync contacts and accounts

Create leads from product activity

Ticket and case escalation

How Microsoft Dynamics CRM works with Cyclr

Your SaaS product

Cyclr orchestration