Integrations - Microsoftdynamicscustomerengagement

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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 & Directory Accounting Ticketing 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:

limit offset

Readable fields:

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

Writable fields:

address company emails name telephones title user_id

CRM DEAL

End-API object:

opportunity

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

amount closed_at created_at currency id name stages updated_at

Writable fields:

amount closed_at currency name stages user_id

CRM LEAD

End-API object:

lead

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

address company_name created_at emails first_name id last_name name status telephones updated_at

Writable fields:

address company_name creator_user_id emails name status telephones user_id

CRM COMPANY

End-API object:

account

Unified API Methods:

List Get Remove

List options:

limit offset

Readable fields:

address created_at domains emails id telephones updated_at

Writable fields:

-none-

CRM EVENT

End-API object:

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

created_at email id type updated_at user_id

Writable fields:

type email

required fields

HRIS EMPLOYEE

End-API object:

system user

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

created_at emails employee_number employee_roles first_name id image_url last_name name telephones title updated_at

Writable fields:

address emails employee_number image_url name telephones timezone title

ACCOUNTING INVOICE

End-API object:

invoice

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset order sort_by_created_at sort_by_name sort_by_updated_at

Readable fields:

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

Writable fields:

balance_amount contact_id currency discount_amount due_at invoice_number lineitems notes status tax_amount total_amount

ACCOUNTING ORGANIZATION

End-API object:

organization

Unified API Methods:

List Get

List options:

limit offset

Readable fields:

created_at currency id name timezone updated_at

Writable fields:

-none-

TASK TASK

End-API object:

task

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

completed_at created_at creator_user_id due_at end_at id name notes priority start_at status type updated_at

Writable fields:

assigned_user_ids completed_at creator_user_id due_at end_at follower_user_ids group_ids name notes priority start_at status

ACCOUNTING ORDER

End-API object:

sales order details

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

account_id billing_address contact_id created_at currency id lineitems shipping_address total_amount type updated_at

Writable fields:

account_id contact_id currency lineitems shipping_address total_amount

ACCOUNTING ACCOUNT

End-API object:

accounts

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

balance created_at customer_defined_code description id name status updated_at

Writable fields:

name customer_defined_code description status

required fields

ACCOUNTING CONTACT

End-API object:

contact

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

billing_address company_name created_at currency emails first_name id is_active is_customer last_name name portal_url shipping_address telephones updated_at

Writable fields:

billing_address company_name emails is_active is_customer name portal_url telephones

HRIS GROUP

End-API object:

team

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

company_id created_at description id manager_ids name updated_at

Writable fields:

company_id description manager_ids name

TICKETING TICKET

End-API object:

incident

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

customer_id limit offset query updated_gte user_id

Readable fields:

category_id created_at customer_id description due_at id priority source status subject updated_at url user_id

Writable fields:

subject category_id customer_id description due_at priority source status user_id

required fields

TASK PROJECT

Unified API Methods:

List options:

Readable fields:

Writable fields:

PASSTHROUGH

Unified API Methods:

List options:

Readable fields:

Writable fields:

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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

TICKETING TICKET

TASK PROJECT

PASSTHROUGH

Integration: Microsoft Dynamics 365 Customer Engagement
Back to integrations