Dynamics 365

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

16 actions Integration catalog

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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Create AccountDYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT

Creates a new account entity record in Dynamics CRM using the Web API.

Create CaseDYNAMICS365_DYNAMICSCRM_CREATE_CASE

Creates a new case (incident) entity record in Dynamics CRM using the Web API.

Create ContactDYNAMICS365_DYNAMICSCRM_CREATE_CONTACT

Creates a new contact entity record in Dynamics CRM using the Web API.

Create InvoiceDYNAMICS365_DYNAMICSCRM_CREATE_INVOICE

Creates a new invoice entity record in Dynamics CRM using the Web API.

Create LeadDYNAMICS365_DYNAMICSCRM_CREATE_LEAD

Creates a new lead entity record in Dynamics CRM using the Web API.

Create OpportunityDYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY

Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.

Create Sales OrderDYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER

Creates a new sales order entity record in Dynamics CRM using the Web API.

Dynamicscrm get a invoiceDYNAMICS365_DYNAMICSCRM_GET_A_INVOICE

Dynamicscrm get a invoice

Dynamicscrm get a leadDYNAMICS365_DYNAMICSCRM_GET_A_LEAD

Dynamicscrm get a lead

Dynamicscrm get all leadsDYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS

Dynamicscrm get all leads

Update CaseDYNAMICS365_DYNAMICSCRM_UPDATE_CASE

Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

Update InvoiceDYNAMICS365_DYNAMICSCRM_UPDATE_INVOICE

Updates an existing invoice entity record in Dynamics CRM using the Web API.

Update LeadDYNAMICS365_DYNAMICSCRM_UPDATE_LEAD

Updates an existing lead entity record in Dynamics CRM using the Web API.

Update OpportunityDYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY

Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.

Update Sales OrderDYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER

Updates an existing sales order entity record in Dynamics CRM using the Web API.

Get all invoices actionDYNAMICS365_GET_ALL_INVOICES_ACTION

Get all invoices action