Integrate Microsoft Dynamics CRM (on-premises)

Provide your users with in-app integration with Microsoft Dynamics CRM (on-premises)

Microsoft Dynamics CRM (on-premises)

Microsoft Dynamics CRM is a customer relationship management software package. This Connector is for an on-premises installation of version 2011 to 2016.

Connector Methods

Contacts

Feature Description Type
Get New Contacts Gets the new contacts added to Dynamics since the last time the process was run in this Cycle. Action
Get Contact By ID Gets a contact from Dynamics. Action
Get Contacts By Email Address Gets all matching contacts from Dynamics by email address. Action
Get Updated Contacts Gets updated contacts in Dynamics since the last time the process was run in this Cycle. Action
Get 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 the new contacts added to Dynamics since the last time the process was run in this Cycle. Action
Update Contact Updates a contact. Action
Create Contact Creates a new contact. Action
Delete Contact Deletes a contact. Action

Marketing Lists

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

Static Marketing Lists

Feature Description Type
Get Marketing Lists Members Gets the Marketing Lists Members. Action
Get New Marketing Lists Members Gets the Marketing Lists Members added since the last run date. Action
Get Updated Marketing List Members Gets the updated marketing lists members since last run. Action
Get Static Marketing Lists Get static marketing lists. Action

Accounts

Feature Description Type
Get Account By ID Get an account specified by its ID. Action
Get 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
Get Accounts Gets a list of all accounts in Dynamics. Action
Get New Accounts Gets the new accounts added to Dynamics since the last time the process was run in this Cycle. Action
Get 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

Metadata

Feature Description Type
Get Entity Metadata Gets the metadata for an entity Action

Products

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

Dynamic Marketing Lists

Feature Description Type
Get Dynamic Marketing Lists Get dynamic marketing lists. Action
Get Updated Dynamic Marketing Lists Gets the updated dynamic marketing lists since last run. Action
Get Dynamic Marketing Lists Contacts Get contacts for a dynamic list. Action
Get New Dynamic Marketing Lists Gets the new dynamic marketing lists since last run. Action

Campaigns

Feature Description Type
List Campaigns Gets all campaigns in Dynamics. Action
Get Campaign By ID Gets a campaign from Dynamics. Action
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