Microsoft Dynamics CRM component
Overview
The Microsoft Dynamics CRM component allows Connect to work with the Microsoft Dynamics' CRM tool for customer relationship management. It connects to products in the Microsoft Dynamics/NAV family through the OData API, which uses authorization grant.
Authentication
Read the Configuring ODATA APP content for information about registering and configuring an app in Active Directory or Azure Active Directory.
Triggers
- Fetch new and updated objects
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Get objects which have recently been modified or created.
- Query accounts
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Query objects: Accounts
- Query contacts
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Query objects: Contacts
- Query quotes
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Query objects: Quotes
Actions
- Bulk create objects
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Provides a simple interface for quickly creating large amounts of objects.
- Bulk update objects
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Provides a simple interface for quickly updating large amounts of objects.
- Bulk delete objects
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Provides a simple interface for quickly deleting large amounts of objects.
- Delete object by ID
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Deletes a selected object.
- Lookup object by field (s)
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Given a set of criteria that matches exactly one record, find that matching record.
- Upsert object
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Creates or updates the selected object.
Version and compatibility information
This component interacts with OData version 4. It has been tested with:
Microsoft Dynamics 365 2020 release wave one enabled Server version: 9.1.0000.18042 Client version: 1.4.831-2005.2
Known limitations
The component was not tested with the latest Microsoft Dynamics CRM version. Although it was thoroughly tested with one of the recent Dynamics releases, 100% compatibility can not be guaranteed.
Further reading
Read the Microsoft Dynamics CRM documentation for additional information about this component.