Integrate Microsoft Dynamics CRM (OAuth2.0 Authorization Code)
Provide your users with in-app integration with Microsoft Dynamics CRM (OAuth2.0 Authorization Code)
Microsoft Dynamics CRM (OAuth2.0 Authorization Code)
Microsoft Dynamics CRM is a customer relationship management software package.
Microsoft Dynamics CRM (OAuth2.0 Authorization Code) Connector Methods
Feature | Description | Type |
---|---|---|
Update Contact | Updates 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 |
Get Contact | Gets a contact from Dynamics by ID. | Action |
Get Contact(s) By Email Address | Gets all matching contacts from Dynamics by email address. | Action |
Delete Contact | Deletes a contact. | Action |
List Updated Contacts | Gets updated contacts in Dynamics since the last time the process was run in this Cycle. | 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 |
List Contacts | Gets a list of all contacts in Dynamics. | Action |
Create Contact | Creates a new contact. | Action |
Feature | Description | Type |
---|---|---|
List Marketing Lists | Gets the Marketing Lists. | Action |
List New Marketing Lists | Gets the Marketing Lists added since the last run date. | Action |
List Updated Marketing Lists | Gets the updated marketing lists since last run. | Action |
Get Marketing List | Gets a Marketing List from Dynamics by ID. | Action |
Get Marketing List By Name | Gets a Marketing List from Dynamics by name. | Action |
Create New Marketing List | Creates a new mailing list. | Action |
Feature | Description | Type |
---|---|---|
Get Account | Get an account specified by its ID. | 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 |
List Accounts | Gets a list of all accounts in Dynamics. | Action |
List New Accounts | Gets the new accounts added to Dynamics since the last time the process was run in this Cycle. | Action |
List Updated Accounts | Gets the updated accounts added to Dynamics since the last time the process was run in this Cycle. | Action |
Update Account | Update an existing account. | Action |
Delete Account | Deletes an account. | Action |
Create Account | Create an account. | Action |
Feature | Description | Type |
---|---|---|
List Products | Gets a list of all products in Dynamics. | Action |
Get Product | Gets a Product from Dynamics by ID. | Action |
List New And Updated Products | Gets a list of all products in Dynamics added or updated since the last run time. | Action |
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 |
Feature | Description | Type |
---|---|---|
List Dynamic Lists | Get dynamic marketing lists. | Action |
List Updated Dynamic Lists | Gets the updated dynamic marketing lists since last run. | Action |
List Dynamic List's Contacts | Get Contacts of a dynamic marketing list. | Action |
List New Dynamic Lists | Gets the new dynamic marketing lists since last run. | Action |
List Dynamic List's Leads | Get Contacts of a dynamic marketing lead list. | Action |
List Dynamic Lead Lists | Get dynamic marketing lists. | Action |
Feature | Description | Type |
---|---|---|
List Static Lists | Get static marketing lists. | Action |
List Static List's Contacts | Get static list contacts. | Action |
List Static List's Leads | Get static lead list contacts. | Action |
List Static Lead Lists | Get static marketing lists. | Action |
Add Member(s) to Static List | Adds Members to a Static Marketing List. | Action |
Remove Member(s) from Static List | Removes Members from a Static Marketing List. | Action |
Feature | Description | Type |
---|---|---|
List Campaigns | Gets all campaigns in Dynamics. | Action |
Get Campaign | Gets a campaign from Dynamics by ID. | Action |
Update Campaign | Update an existing campaign. | Action |
Delete Campaign | Delete a campaign. | Action |
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 |
Create Campaign | Create a campaign. | Action |
Feature | Description | Type |
---|---|---|
List Campaign Responses | List campaign responses. | Action |
Delete Campaign Response | Delete a campaign response. | Action |
Get Campaign Response | Get a campaign response. | Action |
Link Contact to Campaign Response | Link a contact to a campaign response. | Action |
Update Campaign Response | Update a campaign response that is bound to a campaign. | Action |
Create Campaign Response | Create a campaign response that is bound to a campaign. | Action |
Feature | Description | Type |
---|---|---|
Update Lead | Update a lead. | Action |
Get Lead | Gets a lead from Dynamics by ID. | Action |
List Leads | Get leads. | Action |
List New Leads | Get new leads. | Action |
List Updated Leads | Get updated leads. | Action |
List Leads By Email Address | Gets all matching leads from Dynamics by email address. | Action |
Delete Lead | Deletes a lead. | Action |
Create Lead | Create a new lead. | Action |
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 |
Feature | Description | Type |
---|---|---|
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 |
Get Entity Fields (List Objects) | Get fields of a List object (for example contacts - as opposed to contact). | Action |
Feature | Description | Type |
---|---|---|
Create Task | Creates a new task for the specified contact. | Action |
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