Microsoft Dynamics 365 Connector

Quickly build integrations connecting your B2B SaaS product to Microsoft Dynamics 365.

Get a demo Start a free trial

About the Microsoft Dynamics 365 connector

The Microsoft Dynamics 365 connector accesses the Microsoft Dynamics 365 Web API.

This connector allows you and your customers to integrate Microsoft Dynamics 365 with your product, enabling your customers to work with attributes, entities, and more in Microsoft Dynamics 365 using those integrations.

Go to Docs

Actions

Actions are tasks that you add to your workflow. One action might update records in a third-party API, while another action might fetch a list of records.

Jump to actions

Triggers

Triggers cause workflows to run. Some triggers run on a schedule. Others are invoked by a webhook request, or poll an API for new data. If a connector does not have a built-in trigger, you can use a generic scheduled or webhook trigger.

Jump to triggers

FAQs

Learn more about this connector and related integration functionality.

Jump to FAQs

Actions

Action Name	Action Description
[CRM] Query Attributes	Query for CRM Attributes that satisfy the filter expression
[CRM] Get Attribute	Retrieve a single CRM Attribute
[CRM] Create Attribute	Create a CRM Attribute on an Entity
[CRM] Update Attribute	Update an existing CRM Attribute on an Entity
[CRM] List Attributes	Get a list of all attributes for a specific entity in your Dynamics 365 CRM instance
[CRM] Query Entities	Query for Microsoft Dynamics 365 CRM entity records that satisfy the filter expression.
[CRM] Get Entity	Retrieve a single Microsoft Dynamics 365 CRM entity record.
[CRM] Create Entity	Create a new Microsoft Dynamics 365 CRM entity record.
[CRM] Update Entity	Update a Microsoft Dynamics 365 CRM entity record.
[CRM] Delete Entity	Delete the specified Microsoft Dynamics 365 CRM entity record.
[CRM] Upsert Entity	Upsert a Microsoft Dynamics 365 CRM entity record.
[CRM] Get Entities Metadata	A subset of Dynamics CRM Entity Types.
[CRM] Get Entity Metadata	Get definition of Microsoft Dynamics 365 CRM entity.
[CRM] Batch Entity Actions	Perform multiple create/update/delete actions on Microsoft Dynamics 365 CRM entity records.
[CRM] List Entities	Get a list of all available entities in your Dynamics 365 CRM instance with detailed metadata
[CRM] Run Fetch XML Query	Execute a fetch XML query against your Microsoft Dynamics 365 CRM instance.
[CRM] Get Current User	Get information about the currently logged in CRM user
[CRM] Raw Request	Send raw HTTP request to Microsoft Dynamics 365 CRM
Raw Request	Send raw HTTP request to Microsoft Dynamics 365
List Entity Types	Retrieve a list of entity types available in your Microsoft Dynamics 365 environment with pagination support

Triggers

Trigger Name	Trigger Description
Webhook	Receive and validate webhook requests from Microsoft Dynamics for webhooks you configure.

FAQs for Microsoft Dynamics 365 integrations

Does Prismatic offer built-in connectors for other ERPs?

Yes. Prismatic offers built-in connectors for a variety of other ERPs including NetSuite, SAP, Odoo, and Fluent Commerce. These and other connectors are available from our connector library.

Does the Microsoft Dynamics 365 connector support OAuth?

Does the Microsoft Dynamics connector support webhooks?

Can I build a custom connector for Microsoft Dynamics 365 integrations with my product?

API Connectors

Integrate with customers' other SaaS apps, fast

Prismatic’s API connectors make it easy to integrate other SaaS apps – without reinventing the wheel. Triggers, actions, and auth are fully handled. And they work with all of Prismatic’s options for building integrations:

Empower non-devs with a low-code designer
Give devs freedom to build completely in code
Let customers create their own workflows

Low-code Code-native