Microsoft Dynamics CRM (on-premises) connector icon

Microsoft Dynamics CRM (on-premises) Integrations

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

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01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our Microsoft Dynamics CRM (on-premises) 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 (on-premises), so you can provide in-app Microsoft Dynamics CRM (on-premises) integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Microsoft Dynamics CRM (on-premises) Integrations

Quickly create integrations between your SaaS application and Microsoft Dynamics CRM (on-premises) with Cyclr's low code integration builder. Publish your Microsoft Dynamics CRM (on-premises) 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 (on-premises) works with Cyclr

Cyclr sits between your SaaS product and Microsoft Dynamics CRM (on-premises) to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Microsoft Dynamics CRM (on-premises)

    Microsoft Dynamics CRM (on-premises) 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 (on-premises) methods you can orchestrate through Cyclr.

Leads9

Update Lead

Action

Update a lead.

List Updated Leads

Action

Get updated leads.

List Leads

Action

Get leads.

List Cancelled Leads

Action

Gets the leads cancelled from Dynamics since the last time the process was run in this Cycle.

Delete Lead

Action

Deletes a lead.

Create Lead

Action

Create a new lead.

Get Lead

Action

Gets a lead from Dynamics by ID.

List New Leads

Action

Get new leads.

List Leads By Email Address

Action

Gets all matching leads from Dynamics by email address.

Sales Orders4

List New and Updated Sales Orders

Action

Gets sales orders that have been created or updated since the last run.

List New Sales Orders

Action

Get sales orders that have been created since the last run.

Get Sales Order

Action

Gets a sales order, specified by ID.

List Sales Orders

Action

Gets all sales orders.

Organizations3

List Organizations

Action

Gets all organizations in Dynamics.

Get Organization

Action

Gets an organization from Dynamics by ID.

Update Organization

Action

Updates an organization.

Roles1

List Roles

Action

Gets a list of all roles.

Campaigns6

List Campaigns

Action

Gets all campaigns in Dynamics.

Update Campaign

Action

Update an existing campaign.

Get Campaign

Action

Gets a campaign from Dynamics.

Get Campaign By Name

Action

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.

Create Campaign

Action

Create a campaign.

Delete Campaign

Action

Delete a campaign.

Tasks1

Create Task

Action

Creates a new task for the specified contact.

Custom Objects10

List Upd. Cust. Ent. Records (incremental)

Action

Lists custom entity records created or modified since the last run - in pre-set increments.

Delete Custom Entity Record

Action

Deletes a custom entity record.

Download Custom Entity Record File

Action

Download a file from a custom entity record by column name.

Get Custom Entity Records

Action

Gets a contact from custom entity record by ID.

Create Custom Entity Record

Action

Creates a new Custom Entity Record.

List Custom Entity Records

Action

Lists all custom entity records.

List New and Updated Custom Entity Records

Action

Gets the new and updated custom entity records added to Dynamics since the last time the process was run in this Cycle.

List New Custom Entity Records

Action

Gets the new custom entity records added to Dynamics since the last time the process was run in this Cycle.

List Updated Custom Entity Records

Action

Gets updated custom entity records in Dynamics since the last time the process was run in this Cycle.

Update Custom Entity Record

Action

Updates a custom entity record.

Fields2

Get Entity Fields (List Objects)

Action

Get fields of a List object (for example contacts - as opposed to contact).

Get Entity Fields

Action

Get a single entity (e.g. contact)'s fields. Can be used to map additional data that is not currently mapped in a method.

Lookup3

Get Entity Type

Action

Gets the entity type(s) associated with a specified entity set.

List Entity Sets

Action

Lists the entity sets associated with this account.

List Entity Types

Action

Lists the entity types associated with this account.

Static Marketing Lists7

Remove Member(s) from Static List

Action

Removes Members from a Static Marketing List.

List Static Lead Lists

Action

Get static marketing lists.

List Static List's Contacts

Action

Get static list contacts.

List Static Lists

Action

Get static marketing lists.

Add Member(s) to Static List

Action

Adds Marketing List Members.

List Static List's Accounts

Action

Get static list's accounts.

List Static List's Leads

Action

Get static lead list contacts.

Products5

List Products

Action

Gets a list of all products in Dynamics.

List Updated Products

Action

Gets a list of all products in Dynamics updated since the last run time.

List New Products

Action

Gets a list of all products in Dynamics added since the last run time.

List New And Updated Products

Action

Gets a list of all products in Dynamics added or updated since the last run time.

Get Product

Action

Gets a list of all products in Dynamics.

Contacts10

Create Contact

Action

Creates a new contact.

List Deleted Contacts

Action

Gets the contacts deleted from Dynamics since the last time the process was run in this Cycle.

Update Contact

Action

Updates a contact.

Delete Contact

Action

Deletes a contact.

List New Contacts

Action

Gets the new contacts added to Dynamics since the last time the process was run in this Cycle.

Get Contact(s) By Email Address

Action

Gets all matching contacts from Dynamics by email address.

List Updated Contacts

Action

Gets updated contacts in Dynamics since the last time the process was run in this Cycle.

Get Contact

Action

Gets a contact from Dynamics.

List New and Updated Contacts

Action

Gets the new and updated contacts added to Dynamics since the last time the process was run in this Cycle.

List Contacts

Action

Gets the new contacts added to Dynamics since the last time the process was run in this Cycle.

Accounts13

List New Accounts

Action

Gets the new accounts added to Dynamics since the last time the process was run in this Cycle.

Create Account

Action

Create an account.

Get Account By Name

Action

Get an account specified by the account name.

Get Account By Email

Action

Get an account specified by its email.

List Accounts

Action

Gets a list of all accounts in Dynamics.

Get Account

Action

Get an account specified by its ID.

List Updated Accounts

Action

Gets the updated accounts added to Dynamics since the last time the process was run in this Cycle.

Delete Account

Action

Deletes an account.

Batch Requests

Action

Perform multiple operations in a single request.

List Accounts By Primary Contact

Action

List all accounts by primary contact ID.

List Deleted Accounts

Action

Gets the accounts deleted from Dynamics since the last time the process was run in this Cycle.

List New and Updated Accounts

Action

Gets the new and updated accounts added to Dynamics since the last time the process was run in this Cycle.

Update Account

Action

Update an existing account.

Marketing Lists6

List Marketing Lists

Action

Gets the Marketing Lists.

Create New Marketing List

Action

Creates a new mailing list.

List New Marketing Lists

Action

Gets the Marketing Lists added since the last run date.

Get Marketing List By Name

Action

Gets a Marketing List from Dynamics by name.

List Updated Marketing Lists

Action

Gets the updated marketing lists since last run.

Get Marketing List

Action

Gets a Marketing List from Dynamics by ID.

System Users2

List System Users

Action

Gets a list of all system users in Dynamics.

Get System User

Action

Gets a system user from Dynamics by ID.

Teams1

List Teams

Action

Gets a list of all teams.

Campaign Responses6

List Campaign Responses

Action

List campaign responses.

Get Campaign Response

Action

Get a campaign response.

Link Contact to Campaign Response

Action

Link a contact to a campaign response.

Update Campaign Response

Action

Update a campaign response that is bound to a campaign.

Create Campaign Response

Action

Create a campaign response that is bound to a campaign.

Delete Campaign Response

Action

Delete a campaign response.

Dynamic Marketing Lists7

List Dynamic List's Accounts

Action

Get Accounts of a dynamic marketing lead list.

List Updated Dynamic Lists

Action

Gets the updated dynamic marketing lists since last run.

List Dynamic List's Contacts

Action

Get contacts for a dynamic list.

List Dynamic List's Leads

Action

Get Contacts of a dynamic marketing lead list.

List Dynamic Lists

Action

Get dynamic marketing lists.

List Dynamic Lead Lists

Action

Get dynamic marketing lists.

List New Dynamic Lists

Action

Gets the new dynamic marketing lists since last run.

TECHNICAL DETAILS

Microsoft Dynamics CRM (on-premises) integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Microsoft Dynamics CRM (on-premises) 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

Related resources and connectors

Documentation

Microsoft Dynamics CRM (on-premises) Connector Documentation

Read more →Resource

CRM Integrations you should be using

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What is iPaaS?

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