Integrations - Microsoftdynamicssales

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Integration: Microsoft Dynamics 365 Sales
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Overview

Company website:

https://www.microsoft.com/en-us/dynamics-365/products/sales

Integration launch date:

November 15, 2024

API Categories:

CRM Accounting Metadata HR & Directory 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

Webhooks:

Virtual

List options:

limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte

Readable fields:

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

Slow fields:

metadata

Writable fields:

address company company_ids emails metadata name telephones title user_id

CRM DEAL

End-API object:

opportunity

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte

Readable fields:

amount closed_at closing_at created_at currency id metadata name stages updated_at

Slow fields:

metadata

Writable fields:

amount closed_at closing_at currency metadata name stages user_id

CRM LEAD

End-API object:

lead

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte

Readable fields:

address company_name created_at emails first_name id is_active last_name metadata name source status telephones updated_at user_id

Slow fields:

metadata

Writable fields:

address company_name emails metadata name source telephones user_id

CRM COMPANY

End-API object:

account

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte

Readable fields:

address created_at description domains emails employees id industry link_urls metadata name telephones timezone updated_at user_id websites

Slow fields:

metadata

Writable fields:

address emails metadata name telephones

METADATA METADATA

End-API object:

attributemetadata

Unified API Methods:

List

List options:

type offset

required filter

Readable fields:

format id name object_type original_format slug

Writable fields:

-none-

CRM TAXONOMY

End-API object:

picklistattributemetadata

Unified API Methods:

List options:

Readable fields:

Writable fields:

CRM EVENT

End-API object:

email annotation call task marketingemail

Unified API Methods:

List Get Create Update

Webhooks:

Virtual

List options:

type contact_id deal_id lead_id limit offset order query sort_by_created_at sort_by_name sort_by_updated_at updated_gte

required filter

Readable fields:

call contact_ids created_at deal_ids email id lead_ids marketing_email note task type updated_at user_id

Writable fields:

type call contact_ids deal_ids email lead_ids marketing_email note task user_id

required fields

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 paid_at status 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

HRIS EMPLOYEE

End-API object:

system user

Unified API Methods:

List Get Create Update Remove

List options:

offset query

Readable fields:

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

Writable fields:

address emails employee_number image_url name telephones timezone title

PASSTHROUGH

Unified API Methods:

List options:

Readable fields:

Writable fields:

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Integration: Microsoft Dynamics 365 Sales Back to integrations

Overview

CRM CONTACT

CRM DEAL

CRM LEAD

CRM COMPANY

METADATA METADATA

CRM TAXONOMY

CRM EVENT

ACCOUNTING INVOICE

HRIS EMPLOYEE

PASSTHROUGH

Integration: Microsoft Dynamics 365 Sales
Back to integrations