Connectors

ERP & Enterprise Systems

Microsoft Dynamics 365

Business apps suite: accounts, contacts, opportunities, and Dataverse records

Signs in with: OAuth 2.0 sign-in
Runs on: Cloud or On-Prem Worker
Operations: 160
Ready-made triggers: 7

Connect Microsoft Dynamics 365

In Neblex open Connect › Connections and click New Connection.
Search for Microsoft Dynamics 365 and give the connection a clear name.
Fill in the fields. Secret values are encrypted and never shown again.
Click Test, then Create Connection.

For services offered under Connect a Service you only sign in and approve access. Otherwise use Connect with OAuth2 with your own OAuth app. See Authorize with OAuth.

Field	What to enter
Environment hostRequired	Cloud: org12345.crm.dynamics.com. On-premises: your Dynamics 365 CE server host, e.g. crm.acme.corp.
Token endpointRequired	Cloud: https://login.microsoftonline.com/<tenant-id>/oauth2/v2.0/token. On-premises: your AD FS token endpoint, e.g. https://adfs.acme.corp/adfs/oauth2/token.
Application (client) IDRequired
Client secretRequiredSecret
ScopeRequired	https://<your-environment-host>/.default

Triggers

Start a flow when something changes in Microsoft Dynamics 365: add a Poll for changes trigger, choose Microsoft Dynamics 365 and pick the event.

Event	What it does	How
Account created or changed	An account was created or modified.	Checks for changes by `modifiedon`
Case created	A case (incident) was created.	Checks for changes by `createdon`
Contact created or changed	A contact was created or modified.	Checks for changes by `modifiedon`
Lead created	A lead was created.	Checks for changes by `createdon`
Opportunity created or changed	An opportunity was created or modified.	Checks for changes by `modifiedon`
Row created	A row was created in the watched table.	Checks for changes by `createdon`
Row updated	A row was modified in the watched table.	Checks for changes by `modifiedon`

Use it in a flow

Open a flow, open the node library and search for Microsoft Dynamics 365.
Drag it onto the canvas and choose an Operation and your connection.
Map the operation's fields from earlier steps, or click Map with Matt.
Use Test this step to see what it returns, then save.

Operations

160 operations in 22 groups. Each one is a step you can add to a flow.

Access3

Grant record access`grantAccess`	POST	GrantAccess: share a record with a user or team.
Modify record access`modifyAccess`	POST	ModifyAccess: replace a principal's access rights on a record.
Revoke record access`revokeAccess`	POST	RevokeAccess: remove a principal's access to a record.

Account5

Create an account`createAccount`	POST	Insert an account; returns the created row.
Delete an account`deleteAccount`	DELETE	Delete an account by GUID.
Get an account`getAccount`	GET	Fetch one account by GUID.
List accounts`listAccounts`	GET	Query accounts with OData options; Dataverse serves up to 5000 rows per call.
Update an account`updateAccount`	PATCH	Patch columns on an account by GUID; only the columns you set are sent.

Action2

Call an action`callAction`	POST	Invoke an unbound Dataverse action (e.g. WinOpportunity) with its parameters.
Run a workflow`executeWorkflow`	POST	ExecuteWorkflow: start an on-demand classic workflow for one record (bound to the workflow).

Activity21

Create a phone call`createPhoneCall`	POST	Insert a phone call; returns the created row.
Create a task`createTask`	POST	Insert a task; returns the created row.
Create an appointment`createAppointment`	POST	Insert an appointment; returns the created row.
Create an email`createEmail`	POST	Insert an email; returns the created row.
Delete a phone call`deletePhoneCall`	DELETE	Delete a phone call by GUID.
Delete a task`deleteTask`	DELETE	Delete a task by GUID.
Delete an appointment`deleteAppointment`	DELETE	Delete an appointment by GUID.
Delete an email`deleteEmail`	DELETE	Delete an email by GUID.
Get a phone call`getPhoneCall`	GET	Fetch one phone call by GUID.
Get a task`getTask`	GET	Fetch one task by GUID.
Get an appointment`getAppointment`	GET	Fetch one appointment by GUID.
Get an email`getEmail`	GET	Fetch one email activity by GUID.
List appointments`listAppointments`	GET	Query appointments with OData options; Dataverse serves up to 5000 rows per call.
List email activities`listEmails`	GET	Query email activities with OData options; Dataverse serves up to 5000 rows per call.
List phone calls`listPhoneCalls`	GET	Query phone calls with OData options; Dataverse serves up to 5000 rows per call.
List tasks`listTasks`	GET	Query tasks with OData options; Dataverse serves up to 5000 rows per call.
Send an email activity`sendEmail`	POST	Send a created email activity (bound SendEmail action).
Update a phone call`updatePhoneCall`	PATCH	Patch columns on a phone call by GUID; only the columns you set are sent.
Update a task`updateTask`	PATCH	Patch columns on a task by GUID; only the columns you set are sent.
Update an appointment`updateAppointment`	PATCH	Patch columns on an appointment by GUID; only the columns you set are sent.
Update an email`updateEmail`	PATCH	Patch columns on an email by GUID; only the columns you set are sent.

Campaign5

Create a campaign`createCampaign`	POST	Insert a campaign; returns the created row.
Delete a campaign`deleteCampaign`	DELETE	Delete a campaign by GUID.
Get a campaign`getCampaign`	GET	Fetch one campaign by GUID.
List campaigns`listCampaigns`	GET	Query campaigns with OData options; Dataverse serves up to 5000 rows per call.
Update a campaign`updateCampaign`	PATCH	Patch columns on a campaign by GUID; only the columns you set are sent.

Case6

Create a case`createCase`	POST	Insert a case; returns the created row.
Delete a case`deleteCase`	DELETE	Delete a case by GUID.
Get a case`getCase`	GET	Fetch one case (incident) by GUID.
List cases (incidents)`listCases`	GET	Query cases (incidents) with OData options; Dataverse serves up to 5000 rows per call.
Resolve a case`closeCase`	POST	CloseIncident: resolve a case with an incidentresolution (Dynamics 365 Customer Service).
Update a case`updateCase`	PATCH	Patch columns on a case by GUID; only the columns you set are sent.

Contact5

Create a contact`createContact`	POST	Insert a contact; returns the created row.
Delete a contact`deleteContact`	DELETE	Delete a contact by GUID.
Get a contact`getContact`	GET	Fetch one contact by GUID.
List contacts`listContacts`	GET	Query contacts with OData options; Dataverse serves up to 5000 rows per call.
Update a contact`updateContact`	PATCH	Patch columns on a contact by GUID; only the columns you set are sent.

Directory8

Add team members`addTeamMembers`	POST	AddMembersTeam: add users to a team (bound to the team).
Get a business unit`getBusinessUnit`	GET	Fetch one by GUID.
Get a team`getTeam`	GET	Fetch one by GUID.
Get a user`getUser`	GET	Fetch one by GUID.
List business units`listBusinessUnits`	GET	Query business units with OData options.
List teams`listTeams`	GET	Query teams with OData options.
List users`listUsers`	GET	Query users with OData options.
Remove team members`removeTeamMembers`	POST	RemoveMembersTeam: remove users from a team (bound to the team).

Invoice10

Create an invoice`createInvoice`	POST	Insert an invoice; returns the created row.
Create an invoice line`createInvoiceLine`	POST	Insert an invoice line; returns the created row.
Delete an invoice`deleteInvoice`	DELETE	Delete an invoice by GUID.
Delete an invoice line`deleteInvoiceLine`	DELETE	Delete an invoice line by GUID.
Get an invoice`getInvoice`	GET	Fetch one invoice by GUID.
Get an invoice line`getInvoiceLine`	GET	Fetch one invoice line by GUID.
List invoice lines`listInvoiceLines`	GET	Query invoice lines with OData options; Dataverse serves up to 5000 rows per call.
List invoices`listInvoices`	GET	Query invoices with OData options; Dataverse serves up to 5000 rows per call.
Update an invoice`updateInvoice`	PATCH	Patch columns on an invoice by GUID; only the columns you set are sent.
Update an invoice line`updateInvoiceLine`	PATCH	Patch columns on an invoice line by GUID; only the columns you set are sent.

Knowledge5

Create a knowledge article`createKnowledgeArticle`	POST	Insert a knowledge article; returns the created row.
Delete a knowledge article`deleteKnowledgeArticle`	DELETE	Delete a knowledge article by GUID.
Get a knowledge article`getKnowledgeArticle`	GET	Fetch one knowledge article by GUID.
List knowledge articles`listKnowledgeArticles`	GET	Query knowledge articles with OData options; Dataverse serves up to 5000 rows per call.
Update a knowledge article`updateKnowledgeArticle`	PATCH	Patch columns on a knowledge article by GUID; only the columns you set are sent.

Lead6

Create a lead`createLead`	POST	Insert a lead; returns the created row.
Delete a lead`deleteLead`	DELETE	Delete a lead by GUID.
Get a lead`getLead`	GET	Fetch one lead by GUID.
List leads`listLeads`	GET	Query leads with OData options; Dataverse serves up to 5000 rows per call.
Qualify a lead`qualifyLead`	POST	Qualify a lead into an account, contact and/or opportunity (Dynamics 365 Sales).
Update a lead`updateLead`	PATCH	Patch columns on a lead by GUID; only the columns you set are sent.

Marketing List6

Add list members`addListMembers`	POST	AddListMembersList: add accounts, contacts or leads (one type per list) to a static marketing list.
Create a marketing list`createMarketingList`	POST	Insert a marketing list; returns the created row.
Delete a marketing list`deleteMarketingList`	DELETE	Delete a marketing list by GUID.
Get a marketing list`getMarketingList`	GET	Fetch one marketing list by GUID.
List marketing lists`listMarketingLists`	GET	Query marketing lists with OData options; Dataverse serves up to 5000 rows per call.
Update a marketing list`updateMarketingList`	PATCH	Patch columns on a marketing list by GUID; only the columns you set are sent.

Metadata3

List a table's columns`listColumns`	GET	The attribute (column) definitions of one table.
List tables`listTables`	GET	Every table (entity definition) with its logical and set names.
Who am I`whoAmI`	GET	The connected app's user, business unit and organization ids.

Note5

Create a note`createNote`	POST	Insert a note; returns the created row.
Delete a note`deleteNote`	DELETE	Delete a note by GUID.
Get a note`getNote`	GET	Fetch one note (annotation) by GUID.
List notes (annotations)`listNotes`	GET	Query notes (annotations) with OData options; Dataverse serves up to 5000 rows per call.
Update a note`updateNote`	PATCH	Patch columns on a note by GUID; only the columns you set are sent.

Opportunity12

Create an opportunity`createOpportunity`	POST	Insert an opportunity; returns the created row.
Create an opportunity line`createOpportunityLine`	POST	Insert an opportunity line; returns the created row.
Delete an opportunity`deleteOpportunity`	DELETE	Delete an opportunity by GUID.
Delete an opportunity line`deleteOpportunityLine`	DELETE	Delete an opportunity line by GUID.
Get an opportunity`getOpportunity`	GET	Fetch one opportunity by GUID.
Get an opportunity line`getOpportunityLine`	GET	Fetch one opportunity line by GUID.
List opportunities`listOpportunities`	GET	Query opportunities with OData options; Dataverse serves up to 5000 rows per call.
List opportunity lines`listOpportunityLines`	GET	Query opportunity lines with OData options; Dataverse serves up to 5000 rows per call.
Lose an opportunity`loseOpportunity`	POST	Close an opportunity as Lost with an opportunityclose activity (Dynamics 365 Sales).
Update an opportunity`updateOpportunity`	PATCH	Patch columns on an opportunity by GUID; only the columns you set are sent.
Update an opportunity line`updateOpportunityLine`	PATCH	Patch columns on an opportunity line by GUID; only the columns you set are sent.
Win an opportunity`winOpportunity`	POST	Close an opportunity as Won with an opportunityclose activity (Dynamics 365 Sales).

Order12

Cancel an order`cancelOrder`	POST	CancelSalesOrder: cancel an order with an orderclose activity (Dynamics 365 Sales).
Convert order to invoice`convertOrderToInvoice`	POST	ConvertSalesOrderToInvoice: turn an order into an invoice (Dynamics 365 Sales).
Create an order`createOrder`	POST	Insert an order; returns the created row.
Create an order line`createOrderLine`	POST	Insert an order line; returns the created row.
Delete an order`deleteOrder`	DELETE	Delete an order by GUID.
Delete an order line`deleteOrderLine`	DELETE	Delete an order line by GUID.
Get an order`getOrder`	GET	Fetch one order (salesorder) by GUID.
Get an order line`getOrderLine`	GET	Fetch one order line by GUID.
List order lines`listOrderLines`	GET	Query order lines with OData options; Dataverse serves up to 5000 rows per call.
List orders (salesorders)`listOrders`	GET	Query orders (salesorders) with OData options; Dataverse serves up to 5000 rows per call.
Update an order`updateOrder`	PATCH	Patch columns on an order by GUID; only the columns you set are sent.
Update an order line`updateOrderLine`	PATCH	Patch columns on an order line by GUID; only the columns you set are sent.

Product10

Create a price list`createPriceList`	POST	Insert a price list; returns the created row.
Create a product`createProduct`	POST	Insert a product; returns the created row.
Delete a price list`deletePriceList`	DELETE	Delete a price list by GUID.
Delete a product`deleteProduct`	DELETE	Delete a product by GUID.
Get a price list`getPriceList`	GET	Fetch one price list (pricelevel) by GUID.
Get a product`getProduct`	GET	Fetch one product by GUID.
List price lists (pricelevels)`listPriceLists`	GET	Query price lists (pricelevels) with OData options; Dataverse serves up to 5000 rows per call.
List products`listProducts`	GET	Query products with OData options; Dataverse serves up to 5000 rows per call.
Update a price list`updatePriceList`	PATCH	Patch columns on a price list by GUID; only the columns you set are sent.
Update a product`updateProduct`	PATCH	Patch columns on a product by GUID; only the columns you set are sent.

Queue11

Add to a queue`addToQueue`	POST	Move a record into a queue (bound AddToQueue action on the destination queue).
Create a queue`createQueue`	POST	Insert a queue; returns the created row.
Create a queue item`createQueueItem`	POST	Insert a queue item; returns the created row.
Delete a queue`deleteQueue`	DELETE	Delete a queue by GUID.
Delete a queue item`deleteQueueItem`	DELETE	Delete a queue item by GUID.
Get a queue`getQueue`	GET	Fetch one queue by GUID.
Get a queue item`getQueueItem`	GET	Fetch one queue item by GUID.
List queue items`listQueueItems`	GET	Query queue items with OData options; Dataverse serves up to 5000 rows per call.
List queues`listQueues`	GET	Query queues with OData options; Dataverse serves up to 5000 rows per call.
Update a queue`updateQueue`	PATCH	Patch columns on a queue by GUID; only the columns you set are sent.
Update a queue item`updateQueueItem`	PATCH	Patch columns on a queue item by GUID; only the columns you set are sent.

Quote13

Close a quote`closeQuote`	POST	Close a quote as Lost/Canceled with a quoteclose activity (Dynamics 365 Sales).
Convert quote to order`convertQuoteToOrder`	POST	ConvertQuoteToSalesOrder: turn a won quote into an order (Dynamics 365 Sales).
Create a quote`createQuote`	POST	Insert a quote; returns the created row.
Create a quote line`createQuoteLine`	POST	Insert a quote line; returns the created row.
Delete a quote`deleteQuote`	DELETE	Delete a quote by GUID.
Delete a quote line`deleteQuoteLine`	DELETE	Delete a quote line by GUID.
Get a quote`getQuote`	GET	Fetch one quote by GUID.
Get a quote line`getQuoteLine`	GET	Fetch one quote line by GUID.
List quote lines`listQuoteLines`	GET	Query quote lines with OData options; Dataverse serves up to 5000 rows per call.
List quotes`listQuotes`	GET	Query quotes with OData options; Dataverse serves up to 5000 rows per call.
Update a quote`updateQuote`	PATCH	Patch columns on a quote by GUID; only the columns you set are sent.
Update a quote line`updateQuoteLine`	PATCH	Patch columns on a quote line by GUID; only the columns you set are sent.
Win a quote`winQuote`	POST	Close a quote as Won with a quoteclose activity - required before converting it to an order (Dynamics 365 Sales).

Relationship1

Associate rowsassociateRows POST Link two rows over a navigation property (@odata.id = the full URL of the related row).

Row10

Create a row`createRow`	POST	Insert a row; returns the created row (Prefer: return=representation).
Create rows in bulk`createMultiple`	POST	CreateMultiple: insert many rows of one table in a single call.
Delete a row`deleteRow`	DELETE	Delete a row by GUID.
Get a row`getRow`	GET	Fetch one row by its GUID.
List rows`listRows`	GET	Query a table with OData options ($filter, $select, $expand, $orderby, $top).
Merge two records`mergeRecords`	POST	Merge: fold a subordinate account, contact, lead or case into a target record.
Query with FetchXML`queryFetchXml`	GET	Run a FetchXML query against a table - aggregates, linked entities and paging cookies included.
Update a row`updateRow`	PATCH	Patch columns on a row by GUID.
Update rows in bulk`updateMultiple`	POST	UpdateMultiple: patch many rows of one table in a single call.
Upsert by alternate key`upsertRow`	PATCH	Create or update a row addressed by an alternate key, e.g. accountnumber='A-100'.

Search1

Search (relevance)searchQuery POST Dataverse search across tables enabled for relevance search.