Low-code orchestration
Connect, compose and ship AI features faster.
Microsoft Dynamics CRM Custom Object Integrations
Connector to work with custom entity types in Dynamics.
Multi-tenant deployment
Isolate customer credentials and configurations at scale.
Governed access
Apply policies, field controls and audit trails across usage.
Embedded experience
Deliver workflows natively inside your product.
CONNECTOR OVERVIEW
Create automations with our Microsoft Dynamics CRM Custom Object 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 Custom Object, so you can provide in-app Microsoft Dynamics CRM Custom Object integrations for your end users.
PRODUCT USE CASES
Top Use Cases for Microsoft Dynamics CRM Custom Object Integrations
Quickly create integrations between your SaaS application and Microsoft Dynamics CRM Custom Object with Cyclr's low code integration builder. Publish your Microsoft Dynamics CRM Custom Object 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.
ORCHESTRATION
How Microsoft Dynamics CRM Custom Object works with Cyclr
Cyclr sits between your SaaS product and Microsoft Dynamics CRM Custom Object 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 Custom Object
Microsoft Dynamics CRM Custom Object 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 Custom Object methods you can orchestrate through Cyclr.
Custom Entities9
Create Custom Entity Record
ActionCreates a new custom entity record.
List Upd. Cust. Ent. Records (incremental)
ActionLists custom entity records created or modified since the last run - in pre-set increments.
Update Custom Entity Record
ActionUpdates an existing custom entity record.
Get Custom Entity Record
ActionGets a single custom entity record by ID.
Get First Custom Entity Record
ActionGets the first custom entity record matching some criteria.
List Updated Custom Entity Records
ActionLists custom entity records created or modified since the last run.
List New Custom Entity Records
ActionLists custom entity records created since the last run.
Delete Custom Entity Record
ActionDeletes a single custom entity record by ID.
List Custom Entity Records
ActionLists all custom entity records.
Lookup3
List Entity Types
ActionLists the entity types associated with this account.
List Entity Sets
ActionLists the entity sets associated with this account.
Get Entity Type
ActionGets the entity type(s) associated with a specified entity set.
Internal1
Get Entity Attributes Metadata (MAPPED TO 'VALUE' ARRAY)
ActionGets an entity's fields. For use when multiple records are being returned.
TECHNICAL DETAILS
Microsoft Dynamics CRM Custom Object integration and API details
Review the sourced authentication and API behaviour used when configuring customer-facing Microsoft Dynamics CRM Custom Object integrations in Cyclr.
API and authentication
- API host
Not specified- Authentication
- See Connector in Console
- Credentials
Review the connector installation fields in Cyclr Console.
- Method categories
See available methods
Pagination and rate limits
Pagination
Method-specific behavior should be confirmed before implementation.
Rate limits
Refer to the vendor API documentation for current limits.
IMPLEMENTATION
Authentication at a glance
Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.
- Authentication method
- See Connector in Console
- Credential required
Review the connector installation fields in Cyclr Console.
KEEP EXPLORING