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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 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:

Get Update List Create Remove

Webhooks:

Virtual

List options:

query updated_gte limit offset order sort_by_updated_at sort_by_created_at sort_by_name

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:

Get Update List Create Remove

Webhooks:

Virtual

List options:

query updated_gte limit offset order sort_by_updated_at sort_by_created_at sort_by_name

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:

Get Update List Create Remove

Webhooks:

Virtual

List options:

query updated_gte limit offset order sort_by_updated_at sort_by_created_at sort_by_name

Readable fields:

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

Writable fields:

user_id name creator_user_id company_name address emails telephones

CRM COMPANY

End-API object:

account

Unified API Methods:

Get Update List Create Remove

Webhooks:

Virtual

List options:

query updated_gte limit offset order sort_by_updated_at sort_by_created_at sort_by_name

Readable fields:

user_id name description updated_at created_at id tags address emails telephones is_active deal_ids contact_ids websites industry link_urls employees timezone

Writable fields:

name address emails telephones

CRM EVENT

End-API object:

Unified API Methods:

Get Update List Create Remove

Webhooks:

Virtual

List options:

query updated_gte limit offset order sort_by_updated_at sort_by_created_at sort_by_name type

Readable fields:

user_id email type id updated_at created_at deal_ids contact_ids lead_ids

Writable fields:

user_id email type call task marketing_email

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

PASSTHROUGH

Unified API Methods:

POST GET PUT DELETE

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Integration: Microsoft Dynamics 365 Sales Back to integrations

Overview

CRM CONTACT

CRM DEAL

CRM LEAD

CRM COMPANY

CRM EVENT

ACCOUNTING INVOICE

PASSTHROUGH

Integration: Microsoft Dynamics 365 Sales
Back to integrations