Microsoft Dynamics CRM

Microsoft Dynamics CRM allows you to manage CRM data and access metadata that defines the specific CRM instance to which you are connecting using the Microsoft Dynamics CRM SOAP API.

Actions

  • describeMetadata: Get metadata description

  • Create Account: Create a new account

  • Create Contact: Create a new contact

  • Create Lead: Create a new lead

  • Create Opportunity: Create a new opportunity

  • Delete Business Object: Delete a specific object

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

  • Query Accounts: Query specific accounts using a search criteria

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

  • Query Contacts: Query specific contacts using a search criteria

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

  • Query Leads: Query specific leads using a search criteria

  • Query Opportunity by ID: Query a specific Opportunity using ID

  • Query Opportunities: Query specific opportunities using a 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

Microsoft Dynamics CRM connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the predefined actions do.

Learn more about how to create custom actions.