Microsoft Dynamics CRM

Microsoft Dynamics CRM is used to manage CRM data and access metadata through the SOAP API.

Actions

  • describeMetadata: Get metadata description

  • Create account: Create an account

  • Create contact: Create a contact

  • Create lead: Create a lead

  • Create opportunity: Create an opportunity

  • Delete business object: Delete a specific object

  • Query account by ID: Query a specific account by ID

  • Query accounts: Query specific accounts with a search criteria

  • Query contact by ID: Query a specific contact by ID

  • Query contacts: Query specific contacts with a search criteria

  • Query lead by ID: Query a specific lead by ID

  • Query leads: Query specific leads with a search criteria

  • Query opportunity by ID: Query a specific opportunity by ID

  • Query opportunities: Retrieve opportunities that match specific search criteria

  • Update account: Update a specific account

  • Update contact: Update a specific contact

  • Update lead: Update a specific lead

  • Update opportunity: Update a specific opportunity

Custom Actions

You can also create your own custom actions for performing specific tasks. The actions that you create look and work exactly like the predefined actions do.