Microsoft Dynamics 365 Connector

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

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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.

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Actions

Action Name	Action Description
Query Attributes	Queries CRM attributes that satisfy the filter expression.
Get Attribute	Retrieves a single CRM attribute.
Create Attribute	Creates a CRM attribute on an entity.
Update Attribute	Updates an existing CRM attribute on an entity.
List Attributes	Lists all attributes for a specific entity in the Dynamics 365 CRM instance.
Query Entities	Queries Microsoft Dynamics 365 CRM entity records that satisfy the filter expression.
Get Entity	Retrieves a single Microsoft Dynamics 365 CRM entity record.
Create Entity	Creates a new Microsoft Dynamics 365 CRM entity record.
Update Entity	Updates a Microsoft Dynamics 365 CRM entity record.
Delete Entity	Deletes the specified Microsoft Dynamics 365 CRM entity record.
Upsert Entity	Upserts a Microsoft Dynamics 365 CRM entity record.
Get Entities Metadata	Retrieves a configurable subset of Dynamics 365 CRM entity types and their attributes.
Get Entity Metadata	Retrieves the definition of a Microsoft Dynamics 365 CRM entity.
Run Batch Operations	Performs multiple create, update, or delete operations on Microsoft Dynamics 365 CRM entity records.
List Entity Types	Retrieves a paginated list of entity types available in the Microsoft Dynamics 365 environment.
List Entities	Lists all available entities in the Dynamics 365 CRM instance with detailed metadata.
Get Current User	Retrieves information about the currently logged-in CRM user.
Run Fetch XML Query	Executes a Fetch XML query against the Microsoft Dynamics 365 CRM instance.
Raw Request (Deprecated)	Sends a raw HTTP request to Microsoft Dynamics 365 CRM.
Raw Request	Sends a raw HTTP request to Microsoft Dynamics 365.

Triggers

Trigger Name	Trigger Description
Webhook	Receive and validate webhook requests from Microsoft Dynamics 365 for manually configured webhook subscriptions.
New and Updated Records	Checks for new and updated records of a Microsoft Dynamics 365 entity type on a configured schedule.

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?