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Microsoft Dynamics CRM Integrations
Build & publish in-app integrations with our Microsoft Dynamics CRM connector
What is Microsoft Dynamics CRM?
Microsoft Dynamics CRM is a customer relationship management software package.
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
Accounts ↓
List New and Updated Accounts
List all accounts created or updated since the last successful run.
Action
List New Deleted Accounts
List all accounts deleted since the last successful run.
Action
List Accounts By Email
List all accounts by email address.
Action
List Updated Accounts
List all accounts updated since the last successful run.
Action
Create Account
Create an account.
Action
Get Account By Account Name
Get an account by account name.
Action
List Accounts By Primary Contact
List all accounts by primary contact.
Action
Get Account By Email (First Match)
Get an account by email address.
Action
Search Accounts
List all accounts that match specified parameters.
Action
List Accounts
List all accounts.
Action
Get Account
Get an account.
Action
List New Accounts
List all accounts created since the last successful run.
Action
Update Account
Update an account.
Action
Delete Account
Delete an account.
Action
Marketing Lists ↓
List Marketing Lists By Contact
List all marketing lists by contact ID.
Action
Get Marketing List
Get a marketing list.
Action
List Updated Marketing Lists
List all marketing lists updated since the last successful run.
Action
Get Marketing List By Name
Get a marketing list by name.
Action
List Marketing Lists By Lead
List all marketing lists by lead ID.
Action
List New Marketing Lists
List all marketing lists created since the last successful run.
Action
Create Marketing List
Create a marketing list.
Action
List Marketing Lists
List all marketing lists.
Action
Custom Objects ↓
Get First Custom Entity Record
Get the first custom entity record matching some criteria.
Action
List New Custom Entity Records
List all custom entity records created since the last successful run.
Action
List Updated Custom Entity Records (Incrementally)
List all custom entity records updated since the last successful run incrementally.
Action
List New and Updated Custom Entity Records
List all custom entity records created or updated since the last successful run.
Action
Update Custom Entity Record
Update a custom entity record.
Action
List New Deleted Custom Entity Record
List all custom entity records deleted since the last successful run.
Action
List Updated Custom Entity Records
List all custom entity records updated since the last successful run.
Action
Delete Custom Entity Record
Delete a custom entity record.
Action
Get Custom Entity Record
Get a custom entity record.
Action
Create Custom Entity Record
Create a custom entity record.
Action
Download Custom Entity Record File
Download a file from a custom entity record by column name.
Action
List Custom Entity Records
List all custom entity records.
Action
Contacts ↓
List New and Updated Contacts
List all contacts created or updated since the last successful run.
Action
List New Deleted Contacts
List all contacts deleted since the last successful run.
Action
Get Contact
Get a contact.
Action
List Updated Contacts
List all contacts updated since the last successful run.
Action
List Contacts By Email
List all contacts by email address.
Action
Delete Contact
Delete a contact.
Action
Update Contact
Update a contact.
Action
Create Contact
Create a contact.
Action
List New Contacts (Incrementally)
List all contacts created since the last successful run incrementally.
Action
Associate Tag with Contact (BETA)
Associates a tag with a contact record.
Action
List Contacts
List all contacts.
Action
List Contacts by Account
List all contacts by account.
Action
List New Contacts
List all contacts created since the last successful run.
Action
Sales Orders ↓
List New Sales Orders
List all sales orders created since the last successful run.
Action
List New And Updated Sales Orders
List all sales orders created or updated since the last successful run.
Action
List Sales Orders
List all sales orders.
Action
Get Sales Order
Get a sales order.
Action
Products ↓
List New Products
List all products created since the last successful run.
Action
List Updated Products
List all products updated since the last successful run.
Action
Get Product
Get a product.
Action
List New And Updated Products
List all products created or updated since the last successful run.
Action
List Products
List all products.
Action
Metadata ↓
Get Entity Metadata
Get the metadata of an entity.
Action
Leads ↓
List New Leads
List all leads created since the last successful run.
Action
List Cancelled Leads
List all leads cancelled since the last successful run.
Action
Get Lead
Get a lead.
Action
List Leads By Email
List all leads by email address.
Action
Create Lead
Create a lead.
Action
Delete Lead
Delete a lead.
Action
List Updated Leads
List all leads updated since the last successful run.
Action
List Leads
List all leads.
Action
List New Deleted Leads
List all leads deleted since the last successful run.
Action
List New and Updated Leads
List all leads created or updated since the last successful run.
Action
Update Lead
Update a lead.
Action
Incidents ↓
Create Incident
Create an incident.
Action
Get Incident
Get an incident.
Action
Delete Incident
Delete an incident.
Action
List New Incidents
List all incidents created since the last successful run.
Action
Update Incident
Update an incident.
Action
List Updated Incidents
List all incidents updated since the last successful run.
Action
List Incidents
List all incidents.
Action
Teams ↓
List Teams
List all teams.
Action
Organizations ↓
List Organizations
List all organizations.
Action
Get Organization
Get an organization.
Action
Update Organization
Update an organization.
Action
List Updated Organizations
List all organizations updated since the last successful run.
Action
Opportunities ↓
List New Opportunities
List all opportunities created since the last successful run.
Action
List Opportunities
List all opportunities.
Action
Update Opportunity
Update an opportunity.
Action
Get Opportunity
Get an opportunity.
Action
List New And Updated Opportunities
List all opportunities created or updated since the last successful run.
Action
Get Opportunity By Email (First Match)
Get an opportunity by email address.
Action
List Updated Opportunities
List all opportunities updated since the last successful run.
Action
Create Opportunity
Create an opportunity.
Action
List Opportunities By Email
List all opportunities by email address.
Action
Static Marketing Lists ↓
List Static List's Accounts
List all accounts of a static list.
Action
Add Member(s) to Static List
Adds members to a static marketing list.
Action
List Static Lists
List all static lists.
Action
List Static List's Contacts
List all contacts of a static list.
Action
List Static Lead Lists
List all static lead lists.
Action
Remove Member(s) from Static List
Removes members from a static marketing list.
Action
List Static List's Leads
List all leads of a static list.
Action
Fields ↓
Get Entity Alternate Keys
Get a single entity (e.g. contact)'s alternate keys.
Action
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
Annotations ↓
Create Annotation
Create an annotation.
Action
List Updated Annotations
List all annotations updated since the last successful run.
Action
List New Annotations
List all annotations created since the last successful run.
Action
Get Annotation
Get an annotation.
Action
List Annotations
List all annotations.
Action
Delete Annotation
Delete an annotation.
Action
Update Annotation
Update an annotation.
Action
Activities ↓
Create Email Activity
Create an activity of the 'email' type
Action
Campaigns ↓
Get Campaign By Name
Get a campaign by name.
Action
List Campaigns
List all campaigns.
Action
Get Campaign
Get a campaign.
Action
List New Campaigns
List all campaigns created since the last successful run.
Action
Update Campaign
Update a campaign.
Action
Create Campaign
Create a campaign.
Action
Delete Campaign
Delete a campaign.
Action
List New and Updated Campaigns
List all campaigns created or updated since the last successful run.
Action
List Updated Campaigns
List all campaigns updated since the last successful run.
Action
Roles ↓
List Roles
List all roles.
Action
Lookup ↓
Get Entity Type
Get an entity type.
Action
List Entity Sets
List all entity sets.
Action
List Entity Types
List all entity types.
Action
Tasks ↓
List New Tasks
List all tasks created since the last successful run.
Action
Create Task
Create a task.
Action
Dynamic Marketing Lists ↓
List Dynamic Lists
List all dynamic lists.
Action
List Dynamic Lead Lists
List all dynamic lead lists.
Action
List Dynamic List's Leads
List all leads of a dynamic list.
Action
List Dynamic List's Contacts
List all contacts of a dynamic list.
Action
List Dynamic List's Accounts
List all accounts of dynamic list.
Action
List Updated Dynamic Lists
List all dynamic lists updated since the last successful run.
Action
List New Dynamic Lists
List all dynamic lists created since the last successful run.
Action
System Users ↓
List System Users
List all system users.
Action
Get System User
Get a system user.
Action
Campaign Responses ↓
Create Campaign Response
Create a campaign response.
Action
List New and Updated Campaign Responses
List all campaign responses created or updated since the last successful run.
Action
List Updated Campaign Responses
List all campaign responses updated since the last successful run.
Action
List Campaign Responses
List all campaign responses.
Action
List New Campaign Responses
List all campaign responses created since the last successful run.
Action
Link Contact to Campaign Response
Link a contact to a campaign response.
Action
Delete Campaign Response
Delete a campaign response.
Action
Update Campaign Response
Update a campaign response.
Action
Get Campaign Response
Get a campaign response.
Action
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!
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.
Related Resources
Microsoft Dynamics CRM Connector Documentation
Read ArticleCRM Integrations you should be using
Read ArticleWhat is iPaaS?
Read ArticleReady to start your integration journey?
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