Implemented

CRM, sales & customer success

Dynamics 365 Sales

Read and write Dynamics 365 Sales accounts, contacts, leads, opportunities, quotes, orders, invoices and activities through the Dataverse Web API, plus any table and metadata.

Connect the Dynamics 365 sales pipeline and order-to-cash records with ERP, marketing and service systems.

Build a flow with Dynamics 365 Sales Provider API documentation

Source actions

Destination actions

Data types

Validation status

Implemented · fixture tested.

Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.

What you can map

accounts

Create account
Destination
Not retried automatically
Creates a account and returns the new row.
Get account
Source
One account by ID.
List accounts
Source
Incremental
Accounts with all columns (or selected columns), formatted values and custom columns.
Update account
Destination
Duplicate protected
Updates mapped columns of an existing account (If-Match: * prevents an accidental create).

attributes

List columns
Source
Column metadata for a table: logical name, type, custom flag, requirement level and create/update validity.

contacts

Create contact
Destination
Not retried automatically
Creates a contact and returns the new row.
Get contact
Source
One contact by ID.
List contacts
Source
Incremental
Contacts with all columns (or selected columns), formatted values and custom columns.
Update contact
Destination
Duplicate protected
Updates mapped columns of an existing contact (If-Match: * prevents an accidental create).

entity definitions

List tables
Source
Table metadata: logical name, entity set name, primary key and custom flag.

invoices

Create invoice
Destination
Not retried automatically
Creates a invoice and returns the new row.
Get invoice
Source
One invoice by ID.
List invoices
Source
Incremental
Invoices with all columns (or selected columns), formatted values and custom columns.
Update invoice
Destination
Duplicate protected
Updates mapped columns of an existing invoice (If-Match: * prevents an accidental create).

leads

Create lead
Destination
Not retried automatically
Creates a lead and returns the new row.
Get lead
Source
One lead by ID.
List leads
Source
Incremental
Leads with all columns (or selected columns), formatted values and custom columns.
Update lead
Destination
Duplicate protected
Updates mapped columns of an existing lead (If-Match: * prevents an accidental create).

opportunities

Create opportunity
Destination
Not retried automatically
Creates a opportunity and returns the new row.
Get opportunity
Source
One opportunity by ID.
List opportunities
Source
Incremental
Opportunities with all columns (or selected columns), formatted values and custom columns.
Update opportunity
Destination
Duplicate protected
Updates mapped columns of an existing opportunity (If-Match: * prevents an accidental create).

opportunity products

Create opportunity product
Destination
Not retried automatically
Creates a opportunity product and returns the new row.
Get opportunity product
Source
One opportunity product by ID.
List opportunity products
Source
Incremental
Opportunity products with all columns (or selected columns), formatted values and custom columns.
Update opportunity product
Destination
Duplicate protected
Updates mapped columns of an existing opportunity product (If-Match: * prevents an accidental create).

phone calls

Create phone call
Destination
Not retried automatically
Creates a phone call and returns the new row.
Get phone call
Source
One phone call by ID.
List phone calls
Source
Incremental
Phone calls with all columns (or selected columns), formatted values and custom columns.
Update phone call
Destination
Duplicate protected
Updates mapped columns of an existing phone call (If-Match: * prevents an accidental create).

products

Get product
Source
One product by ID.
List products
Source
Incremental
Products with all columns (or selected columns), formatted values and custom columns.

quotes

Create quote
Destination
Not retried automatically
Creates a quote and returns the new row.
Get quote
Source
One quote by ID.
List quotes
Source
Incremental
Quotes with all columns (or selected columns), formatted values and custom columns.
Update quote
Destination
Duplicate protected
Updates mapped columns of an existing quote (If-Match: * prevents an accidental create).

records

Create table row
Destination
Not retried automatically
Creates a row in any table.
Get table row
Source
One row of any table by ID.
List table rows
Source
Incremental
Rows of any table by entity set name, including custom tables.
Update table row
Destination
Duplicate protected
Updates columns of an existing row in any table (If-Match: * prevents create).
Upsert table row by alternate key
Destination
Duplicate protected
Creates or updates a row addressed by an alternate key, for example accounts(accountnumber='A-100'). Alternate key columns are not sent in the body.

sales orders

Create order
Destination
Not retried automatically
Creates a order and returns the new row.
Get order
Source
One order by ID.
List orders
Source
Incremental
Orders with all columns (or selected columns), formatted values and custom columns.
Update order
Destination
Duplicate protected
Updates mapped columns of an existing order (If-Match: * prevents an accidental create).

system users

Get user
Source
One user by ID.
List users
Source
Incremental
Users with all columns (or selected columns), formatted values and custom columns.

tasks

Create task
Destination
Not retried automatically
Creates a task and returns the new row.
Get task
Source
One task by ID.
List tasks
Source
Incremental
Tasks with all columns (or selected columns), formatted values and custom columns.
Update task
Destination
Duplicate protected
Updates mapped columns of an existing task (If-Match: * prevents an accidental create).

whoami

Who am I
Source
Signed-in user, business unit and organization IDs.

Authentication

Microsoft Entra OAuth app (delegated) with a refresh token

Plans and access

Dynamics 365 Sales Enterprise, Premium or Professional; Dataverse Web API is included. Calls act as the user who authorised the Microsoft Entra application (delegated user_impersonation) and follow that user's security roles.

Test environment

Use a sandbox or trial environment; the API is identical.

Rate limits

Service protection limits per user per web server: 6,000 requests and 20 minutes of execution time in a 5-minute sliding window, 52 concurrent requests; HTTP 429 with Retry-After.

Provider events

Dataverse webhooks and Azure Service Bus registrations through plug-in steps. Nexra event triggers are not yet available; flows run on demand or on a schedule.

Before you build a flow

Delegated OAuth (refresh token) is used because the client-credentials scope must name the environment URL, which the runtime cannot template; application users are not supported yet.
Government clouds (crm9 GCC, microsoftdynamics.us, China) are not supported.
Contact preference columns (donotemail, donotbulkemail, donotphone, donotpostalmail, donotfax, msdyn_gdproptout) are read-only unless the explicit inputs are mapped.
Lead qualification, opportunity win/lose, order fulfilment and other actions (bound functions) are not automated; state changes go through statecode/statuscode columns only.
Creates have no idempotency key; uncertain creates are not repeated. Updates use If-Match: * so they never create; upserts by alternate key converge.
$filter is built only from validated column names, operators and literal values.
Deletes and associations through collection-valued navigation properties are not automated.