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Integration: Microsoft Dynamics 365 Customer Engagement
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Overview

Company website:

https://dynamics.microsoft.com/

Integration launch date:

November 15, 2024

API Categories:

Tasks CRM HR Accounting Passthrough

API Authorization:

OAuth2 flow

Data-regions:

Default - Commercial Government Community Cloud (GCC) United States Government (GCC High) United States Department of Defense (DOD) Government China

CRM CONTACT

End-API object:

contact

Unified API Methods:

List Get Create Update Remove

List options:

offset

Readable fields:

user_id company id name title address emails telephones updated_at created_at image_url first_name last_name

Writable fields:

user_id name company title address emails telephones

CRM DEAL

End-API object:

opportunity

Unified API Methods:

List Get Create Update Remove

List options:

offset

Readable fields:

user_id name id amount currency closed_at stage stage_id updated_at created_at pipeline pipeline_id source probability tags lost_reason won_reason

Writable fields:

user_id name amount currency closed_at stage stage_id

CRM LEAD

End-API object:

lead

Unified API Methods:

List Get Create Update Remove

List options:

offset

Readable fields:

user_id company_id contact_id name status id created_at updated_at emails telephones is_active company_name address source creator_user_id first_name last_name

Writable fields:

user_id name status creator_user_id company_name address emails telephones

CRM COMPANY

End-API object:

account

Unified API Methods:

List Get Create Update Remove

List options:

offset

Readable fields:

id address created_at updated_at emails telephones

CRM EVENT

End-API object:

Unified API Methods:

List Get Create Update Remove

List options:

offset

Readable fields:

user_id email type id updated_at created_at deal_ids contact_ids lead_ids

Writable fields:

type email

HRIS EMPLOYEE

End-API object:

system user

Unified API Methods:

List Get Create Update Remove

List options:

offset

Writable fields:

name address emails telephones title employee_number timezone image_url

ACCOUNTING INVOICE

End-API object:

invoice

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset order sort_by_updated_at sort_by_created_at sort_by_name

Readable fields:

id contact_id updated_at created_at currency invoice_number due_at total_amount tax_amount discount_amount balance_amount notes lineitems

Writable fields:

status contact_id currency invoice_number due_at total_amount tax_amount discount_amount balance_amount notes lineitems

ACCOUNTING ORGANIZATION

End-API object:

organization

Unified API Methods:

List Get Create Update Remove

List options:

offset

Readable fields:

name id currency updated_at created_at timezone address tax_number legal_name website fiscal_year_end_month organization_code

TASK TASK

End-API object:

task

Unified API Methods:

List Get Create Update Remove

List options:

offset

Readable fields:

name parent_id project_id status id due_at notes updated_at created_at completed_at priority assigned_user_ids creator_user_id follower_user_ids group_ids tags url

Writable fields:

name status due_at notes created_at completed_at priority assigned_user_ids creator_user_id follower_user_ids group_ids

ACCOUNTING ORDER

End-API object:

sales order details

Unified API Methods:

List Get Create Update Remove

List options:

offset

Readable fields:

contact_id account_id type status id created_at updated_at currency total_amount lineitems billing_address shipping_address

Writable fields:

contact_id account_id currency total_amount lineitems shipping_address

ACCOUNTING ACCOUNT

End-API object:

accounts

Unified API Methods:

List Get Create Update Remove

List options:

offset

Readable fields:

name type status description id created_at updated_at balance currency customer_defined_code is_payable parent_account_id section subsection group subgroup

Writable fields:

name status description customer_defined_code

ACCOUNTING CONTACT

End-API object:

contact

Unified API Methods:

List Get Create Update Remove

List options:

offset

Writable fields:

name emails telephones billing_address is_active is_customer portal_url company_name identification

HRIS GROUP

End-API object:

team

Unified API Methods:

List Get Create Update Remove

List options:

offset

Readable fields:

id created_at updated_at name description parent_id type user_ids manager_ids is_active company_id

Writable fields:

manager_ids company_id name description

PASSTHROUGH

Unified API Methods:

POST GET PUT DELETE

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Integration: Microsoft Dynamics 365 Customer Engagement Back to integrations

Overview

CRM CONTACT

CRM DEAL

CRM LEAD

CRM COMPANY

CRM EVENT

HRIS EMPLOYEE

ACCOUNTING INVOICE

ACCOUNTING ORGANIZATION

TASK TASK

ACCOUNTING ORDER

ACCOUNTING ACCOUNT

ACCOUNTING CONTACT

HRIS GROUP

PASSTHROUGH

Integration: Microsoft Dynamics 365 Customer Engagement
Back to integrations