Integrate Microsoft Dynamics CRM (OAuth2.0 Authorization Code)

Microsoft Dynamics CRM (OAuth2.0 Authorization Code) Connector Methods

Accounts

Feature	Description	Type
Get Account(s) By Email Address	Gets a list of all accounts in Dynamics that match the email provided.	Action
Delete Account	Deletes an account.	Action
List New Accounts	Gets the new accounts added to Dynamics since the last time the process was run in this Cycle.	Action
Create Account	Create an account.	Action
List Accounts	Gets a list of all accounts in Dynamics.	Action
Get Account	Get an account specified by its ID.	Action
List Updated Accounts	Gets the updated accounts added to Dynamics since the last time the process was run in this Cycle.	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
Update Account	Update an existing account.	Action

Dynamic Marketing Lists

Feature	Description	Type
List Updated Dynamic Lists	Gets the updated dynamic marketing lists since last run.	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 Dynamic Lead Lists	Get dynamic marketing lists.	Action
List Dynamic Lists	Get dynamic marketing lists.	Action
List New Dynamic Lists	Gets the new dynamic marketing lists since last run.	Action

Contacts

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

Static Marketing Lists

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

Roles

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

Fields

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

Campaign Responses

Feature	Description	Type
Get Campaign Response	Get a campaign response.	Action
List Campaign Responses	List campaign responses.	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 that is bound to a campaign.	Action
Create Campaign Response	Create a campaign response that is bound to a campaign.	Action

Campaigns

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

Products

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

Tasks

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

Teams

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

Marketing Lists

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

Leads

Feature	Description	Type
Delete Lead	Deletes a lead.	Action
List Updated Leads	Get updated leads.	Action
List Leads	Get leads.	Action
Update Lead	Update a 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
List New Leads	Get new leads.	Action
Create Lead	Create a new lead.	Action

System Users

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

Looking for extra functionality in this connector? We build our connectors to our customer requirements, so if you need an extension get in touch.

Get in Touch