When you configure an export, import, or other type of flow step using the prebuilt Microsoft Dynamics 365 CRM connector, you can select any of the API operations listed below*, organized by API type.
Note
If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the Microsoft Dynamics 365 CRM API documentation. *You can also create a composite endpoint for this application in HTTP mode.
| Resource | API endpoint | Export | Import |
|---|---|---|---|
| Account | List all accounts | X | |
| Get an account | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Announcement | List all announcements | X | |
| Get an announcement | X | ||
| Appointment | List all appointments | X | |
| Get an appointment | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Campaign activity | List all campaign activities | X | |
| Get a campaign activity | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Campaign response | List all campaign responses | X | |
| Get a campaign response | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Competitor | List all competitors | X | |
| Get a competitor | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Connection role | List all connection roles | X | |
| Get a connection role | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Contact | List all contacts | X | |
| Get a contact | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Currency | List all currencies | X | |
| Get a currency | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Discount list | List all discount lists | X | |
| Get a discount list | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Facility/equipment | List all facility/equipments | X | |
| Get an equipment | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Fax | List all faxes | X | |
| Get a fax | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Goal | List all goal | X | |
| Get a goal | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Goal metric | List all goal metrics | X | |
| Get a goal metric | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Invoice | List all invoices | X | |
| Get an invoice | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Lead | List all leads | X | |
| Get a lead | X | ||
| List all lead addresses | X | ||
| Get a lead address | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Letter | List all letters | X | |
| Get a letter | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Marketing list | List all marketing lists | X | |
| Get a marketing list | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Opportunity | List all opportunities | X | |
| Get an opportunity | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Phone call | List all phone calls | X | |
| Get a phone call | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Price list | List all price lists | X | |
| Get a price list | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Product | List all products | X | |
| Get a product | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Queue | List all queues | X | |
| Get a queue | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Quote | List all quotes | X | |
| Get a quote | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Recurring appointment | List all recurring appointments | X | |
| Get a recurring appointment | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Resource group | List all resource groups | X | |
| Get a resource group | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Sales literature | List all sales literature | X | |
| Get a sales literature | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Sales order | List all sales orders | X | |
| Get a sales order | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Service | List all services | X | |
| Get a service | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Site | List all sites | X | |
| Get a site | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Subject | List all subjects | X | |
| Get a subject | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Task | List all tasks | X | |
| Get a task | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Team | List all teams | X | |
| Get a team | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Templates | List all article templates | X | |
| Get an article template | X | ||
| List all contract templates | X | ||
| Get a contract template | X | ||
| List all document templates | X | ||
| Get a document | X | ||
| List all email templates | X | ||
| Get an email template | X | ||
| Create an article template | X | ||
| Update an article template | X | ||
| Delete an article template | X | ||
| Create a contract template | X | ||
| Update a contract template | X | ||
| Delete a contract template | X | ||
| Create an email template | X | ||
| Update an email template | X | ||
| Delete an email template | X | ||
| Territory | List all territories | X | |
| Get a territory | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X | ||
| Unit group | List all unit groups | X | |
| Get a unit group | X | ||
| Create | X | ||
| Update | X | ||
| Delete | X |
Available DI objects
The following objects are available when using Microsoft Dynamics 365 CRM as a source in Celigo Data Integration (DI).
Primary key: Microsoft Dynamics 365 CRM DI endpoints use entity-specific primary keys following the OData convention — accountid for accounts, contactid for contacts, leadid for leads, opportunityid for opportunities, productid for products, and activityid for activities (appointments, phone calls, tasks). Each entity type has its own unique GUID identifier.
Note: Microsoft Dynamics 365 CRM soft deletes records. Records are deactivated via statecode and statuscode fields rather than physically removed. Physically deleted records are not retrievable via the API. Celigo syncs all data returned by the source as-is.
| Object | API endpoint | Available extract modes | Delta field |
|---|---|---|---|
| Account | List all accounts | Full | — |
| Appointment | List all appointments | Full | — |
| Campaign activity | List all campaign activities | Full | — |
| Campaign response | List all campaign responses | Full | — |
| Contact | List all contacts | Full | — |
| Invoice | List all invoices | Full | — |
| Lead | List all leads | Full | — |
| Opportunity | List all opportunities | Full | — |
| Phone call | List all phone calls | Full | — |
| Product | List all products | Full | — |
| Quote | List all quotes | Full | — |
| Recurring appointment | List all recurring appointments | Full | — |
| Salesorder | List all salesorders | Full | — |
| Task | List all tasks | Full | — |
Response schemas
Click an object below to view its response fields and delta configuration.
Account — List all accounts
Response schema:
| Field | Type |
|---|---|
accountid |
string (Primary key) |
name |
string |
accountnumber |
string |
description |
string |
emailaddress1 |
string |
emailaddress2 |
string |
emailaddress3 |
string |
telephone1 |
string |
telephone2 |
string |
telephone3 |
string |
fax |
string |
websiteurl |
string |
tickersymbol |
string |
sic |
string |
stockexchange |
string |
revenue |
number |
revenue_base |
number |
numberofemployees |
number |
creditlimit |
number |
creditlimit_base |
number |
creditonhold |
boolean |
marketcap |
number |
openrevenue |
number |
openrevenue_base |
number |
opendeals |
number |
address1_line1 |
string |
address1_line2 |
string |
address1_line3 |
string |
address1_city |
string |
address1_stateorprovince |
string |
address1_postalcode |
string |
address1_country |
string |
address1_county |
string |
address1_composite |
string |
address1_latitude |
number |
address1_longitude |
number |
address2_line1 |
string |
address2_line2 |
string |
address2_city |
string |
address2_stateorprovince |
string |
address2_postalcode |
string |
address2_country |
string |
statecode |
number |
statuscode |
number |
industrycode |
number |
ownershipcode |
number |
accountcategorycode |
number |
accountclassificationcode |
number |
accountratingcode |
number |
customertypecode |
number |
customersizecode |
number |
businesstypecode |
number |
territorycode |
number |
preferredcontactmethodcode |
number |
shippingmethodcode |
number |
paymenttermscode |
number |
_ownerid_value |
string |
_owninguser_value |
string |
_owningteam_value |
string |
_owningbusinessunit_value |
string |
_primarycontactid_value |
string |
_parentaccountid_value |
string |
_originatingleadid_value |
string |
_transactioncurrencyid_value |
string |
_territoryid_value |
string |
_defaultpricelevelid_value |
string |
_slaid_value |
string |
merged |
boolean |
donotemail |
boolean |
donotphone |
boolean |
donotfax |
boolean |
donotpostalmail |
boolean |
donotbulkemail |
boolean |
donotbulkpostalmail |
boolean |
donotsendmm |
boolean |
followemail |
boolean |
marketingonly |
boolean |
participatesinworkflow |
boolean |
exchangerate |
number |
versionnumber |
number |
createdon |
string |
modifiedon |
string |
_createdby_value |
string |
_modifiedby_value |
string |
Appointment — List all appointments
Response schema:
| Field | Type |
|---|---|
activityid |
string (Primary key) |
subject |
string |
description |
string |
location |
string |
category |
string |
subcategory |
string |
activitytypecode |
string |
scheduledstart |
string |
scheduledend |
string |
scheduleddurationminutes |
number |
actualstart |
string |
actualend |
string |
actualdurationminutes |
number |
isalldayevent |
boolean |
isonlinemeeting |
boolean |
onlinemeetingjoinurl |
string |
onlinemeetingid |
string |
onlinemeetingtype |
number |
onlinemeetingchatid |
string |
statecode |
number |
statuscode |
number |
prioritycode |
number |
instancetypecode |
number |
isregularactivity |
boolean |
isbilled |
boolean |
isworkflowcreated |
boolean |
ismapiprivate |
boolean |
leftvoicemail |
boolean |
attachmenterrors |
number |
seriesid |
string |
originalstartdate |
string |
_ownerid_value |
string |
_owninguser_value |
string |
_owningteam_value |
string |
_owningbusinessunit_value |
string |
_regardingobjectid_value |
string |
_serviceid_value |
string |
_transactioncurrencyid_value |
string |
_slaid_value |
string |
_createdby_value |
string |
_modifiedby_value |
string |
exchangerate |
number |
versionnumber |
number |
createdon |
string |
modifiedon |
string |
Campaign activity — List all campaign activities
Response schema:
| Field | Type |
|---|---|
activityid |
string (Primary key) |
campaignid |
string |
activitytype |
string |
subject |
string |
scheduledstart |
string |
scheduledend |
string |
actualstart |
string |
actualend |
string |
description |
string |
location |
string |
ownerid |
string |
statecode |
number |
statuscode |
number |
Campaign response — List all campaign responses
Response schema:
| Field | Type |
|---|---|
campaignresponseid |
string (Primary key) |
subject |
string |
description |
string |
createdon |
string |
modifiedon |
string |
statuscode |
number |
_campaignid_value |
string |
_leadid_value |
string |
_contactid_value |
string |
Contact — List all contacts
Response schema:
| Field | Type |
|---|---|
contactid |
string (Primary key) |
fullname |
string |
firstname |
string |
middlename |
string |
lastname |
string |
nickname |
string |
salutation |
string |
suffix |
string |
jobtitle |
string |
department |
string |
company |
string |
description |
string |
emailaddress1 |
string |
emailaddress2 |
string |
emailaddress3 |
string |
telephone1 |
string |
telephone2 |
string |
telephone3 |
string |
mobilephone |
string |
fax |
string |
pager |
string |
callback |
string |
home2 |
string |
business2 |
string |
assistantname |
string |
assistantphone |
string |
managername |
string |
managerphone |
string |
websiteurl |
string |
ftpsiteurl |
string |
governmentid |
string |
employeeid |
string |
birthdate |
string |
anniversary |
string |
spousesname |
string |
childrensnames |
string |
numberofchildren |
number |
gendercode |
number |
familystatuscode |
number |
educationcode |
number |
haschildrencode |
number |
customertypecode |
number |
customersizecode |
number |
leadsourcecode |
number |
accountrolecode |
number |
territorycode |
number |
preferredcontactmethodcode |
number |
preferredappointmenttimecode |
number |
shippingmethodcode |
number |
paymenttermscode |
number |
annualincome |
number |
annualincome_base |
number |
creditlimit |
number |
creditlimit_base |
number |
creditonhold |
boolean |
address1_line1 |
string |
address1_line2 |
string |
address1_line3 |
string |
address1_city |
string |
address1_stateorprovince |
string |
address1_postalcode |
string |
address1_country |
string |
address1_county |
string |
address1_composite |
string |
address1_latitude |
number |
address1_longitude |
number |
address2_line1 |
string |
address2_city |
string |
address2_stateorprovince |
string |
address2_postalcode |
string |
address2_country |
string |
address3_line1 |
string |
address3_city |
string |
address3_stateorprovince |
string |
address3_postalcode |
string |
address3_country |
string |
statecode |
number |
statuscode |
number |
merged |
boolean |
donotemail |
boolean |
donotphone |
boolean |
donotfax |
boolean |
donotpostalmail |
boolean |
donotbulkemail |
boolean |
donotbulkpostalmail |
boolean |
donotsendmm |
boolean |
followemail |
boolean |
marketingonly |
boolean |
isbackofficecustomer |
boolean |
participatesinworkflow |
boolean |
_ownerid_value |
string |
_owninguser_value |
string |
_owningteam_value |
string |
_owningbusinessunit_value |
string |
_parentcustomerid_value |
string |
_parentcontactid_value |
string |
_accountid_value |
string |
_originatingleadid_value |
string |
_transactioncurrencyid_value |
string |
_slaid_value |
string |
_preferredsystemuserid_value |
string |
_createdby_value |
string |
_modifiedby_value |
string |
exchangerate |
number |
versionnumber |
number |
createdon |
string |
modifiedon |
string |
Invoice — List all invoices
Response schema:
| Field | Type |
|---|---|
invoiceid |
string (Primary key) |
invoicenumber |
string |
_customerid_value |
string |
totalamount |
number |
statecode |
number |
createdon |
string |
modifiedon |
string |
Lead — List all leads
Response schema:
| Field | Type |
|---|---|
leadid |
string (Primary key) |
fullname |
string |
firstname |
string |
middlename |
string |
lastname |
string |
salutation |
string |
subject |
string |
description |
string |
jobtitle |
string |
companyname |
string |
sic |
string |
emailaddress1 |
string |
emailaddress2 |
string |
emailaddress3 |
string |
telephone1 |
string |
telephone2 |
string |
telephone3 |
string |
mobilephone |
string |
fax |
string |
pager |
string |
websiteurl |
string |
revenue |
number |
revenue_base |
number |
numberofemployees |
number |
budgetamount |
number |
budgetamount_base |
number |
estimatedamount |
number |
estimatedamount_base |
number |
estimatedvalue |
number |
estimatedclosedate |
string |
address1_line1 |
string |
address1_line2 |
string |
address1_line3 |
string |
address1_city |
string |
address1_stateorprovince |
string |
address1_postalcode |
string |
address1_country |
string |
address1_county |
string |
address1_composite |
string |
address1_latitude |
number |
address1_longitude |
number |
address2_line1 |
string |
address2_city |
string |
address2_stateorprovince |
string |
address2_postalcode |
string |
address2_country |
string |
statecode |
number |
statuscode |
number |
prioritycode |
number |
leadsourcecode |
number |
leadqualitycode |
number |
industrycode |
number |
salesstagecode |
number |
salesstage |
number |
preferredcontactmethodcode |
number |
purchasetimeframe |
number |
purchaseprocess |
number |
initialcommunication |
number |
need |
number |
budgetstatus |
number |
decisionmaker |
boolean |
confirminterest |
boolean |
evaluatefit |
boolean |
merged |
boolean |
donotemail |
boolean |
donotphone |
boolean |
donotfax |
boolean |
donotpostalmail |
boolean |
donotbulkemail |
boolean |
donotsendmm |
boolean |
followemail |
boolean |
participatesinworkflow |
boolean |
qualificationcomments |
string |
schedulefollowup_qualify |
string |
schedulefollowup_prospect |
string |
_ownerid_value |
string |
_owninguser_value |
string |
_owningteam_value |
string |
_owningbusinessunit_value |
string |
_parentaccountid_value |
string |
_parentcontactid_value |
string |
_accountid_value |
string |
_contactid_value |
string |
_customerid_value |
string |
_campaignid_value |
string |
_qualifyingopportunityid_value |
string |
_originatingcaseid_value |
string |
_transactioncurrencyid_value |
string |
_slaid_value |
string |
_createdby_value |
string |
_modifiedby_value |
string |
exchangerate |
number |
versionnumber |
number |
createdon |
string |
modifiedon |
string |
Opportunity — List all opportunities
Response schema:
| Field | Type |
|---|---|
opportunityid |
string (Primary key) |
name |
string |
description |
string |
emailaddress |
string |
stepname |
string |
currentsituation |
string |
customerneed |
string |
customerpainpoints |
string |
proposedsolution |
string |
quotecomments |
string |
qualificationcomments |
string |
estimatedvalue |
number |
estimatedvalue_base |
number |
estimatedclosedate |
string |
actualvalue |
number |
actualvalue_base |
number |
actualclosedate |
string |
closeprobability |
number |
totalamount |
number |
totalamount_base |
number |
totalamountlessfreight |
number |
totalamountlessfreight_base |
number |
totallineitemamount |
number |
totallineitemamount_base |
number |
totallineitemdiscountamount |
number |
totallineitemdiscountamount_base |
number |
totaldiscountamount |
number |
totaldiscountamount_base |
number |
totaltax |
number |
totaltax_base |
number |
freightamount |
number |
freightamount_base |
number |
discountamount |
number |
discountamount_base |
number |
discountpercentage |
number |
budgetamount |
number |
budgetamount_base |
number |
statecode |
number |
statuscode |
number |
prioritycode |
number |
opportunityratingcode |
number |
salesstagecode |
number |
salesstage |
number |
timeline |
number |
purchasetimeframe |
number |
purchaseprocess |
number |
initialcommunication |
number |
need |
number |
budgetstatus |
number |
pricingerrorcode |
number |
msdyn_forecastcategory |
number |
decisionmaker |
boolean |
confirminterest |
boolean |
evaluatefit |
boolean |
pursuitdecision |
boolean |
identifypursuitteam |
boolean |
identifycustomercontacts |
boolean |
identifycompetitors |
boolean |
presentproposal |
boolean |
captureproposalfeedback |
boolean |
developproposal |
boolean |
completeinternalreview |
boolean |
completefinalproposal |
boolean |
presentfinalproposal |
boolean |
sendthankyounote |
boolean |
filedebrief |
boolean |
resolvefeedback |
boolean |
isrevenuesystemcalculated |
boolean |
participatesinworkflow |
boolean |
_customerid_value |
string |
_parentaccountid_value |
string |
_parentcontactid_value |
string |
_accountid_value |
string |
_contactid_value |
string |
_originatingleadid_value |
string |
_campaignid_value |
string |
_pricelevelid_value |
string |
_transactioncurrencyid_value |
string |
_ownerid_value |
string |
_owninguser_value |
string |
_owningteam_value |
string |
_owningbusinessunit_value |
string |
_slaid_value |
string |
_createdby_value |
string |
_modifiedby_value |
string |
exchangerate |
number |
versionnumber |
number |
createdon |
string |
modifiedon |
string |
Phone call — List all phone calls
Response schema:
| Field | Type |
|---|---|
activityid |
string (Primary key) |
subject |
string |
description |
string |
phonenumber |
string |
category |
string |
subcategory |
string |
activitytypecode |
string |
directioncode |
boolean |
scheduledstart |
string |
scheduledend |
string |
scheduleddurationminutes |
number |
actualstart |
string |
actualend |
string |
actualdurationminutes |
number |
leftvoicemail |
boolean |
statecode |
number |
statuscode |
number |
prioritycode |
number |
isregularactivity |
boolean |
isbilled |
boolean |
isworkflowcreated |
boolean |
_ownerid_value |
string |
_owninguser_value |
string |
_owningteam_value |
string |
_owningbusinessunit_value |
string |
_regardingobjectid_value |
string |
_serviceid_value |
string |
_transactioncurrencyid_value |
string |
_slaid_value |
string |
_createdby_value |
string |
_modifiedby_value |
string |
exchangerate |
number |
versionnumber |
number |
createdon |
string |
modifiedon |
string |
Product — List all products
Response schema:
| Field | Type |
|---|---|
productid |
string (Primary key) |
name |
string |
productnumber |
string |
description |
string |
producturl |
string |
producttypecode |
number |
productstructure |
number |
price |
number |
price_base |
number |
standardcost |
number |
standardcost_base |
number |
currentcost |
number |
currentcost_base |
number |
quantityonhand |
number |
quantitydecimal |
number |
stockvolume |
number |
stockweight |
number |
size |
string |
vendorname |
string |
vendorid |
string |
vendorpartnumber |
string |
suppliername |
string |
validfromdate |
string |
validtodate |
string |
iskit |
boolean |
isstockitem |
boolean |
isreparented |
boolean |
statecode |
number |
statuscode |
number |
_parentproductid_value |
string |
_defaultuomid_value |
string |
_defaultuomscheduleid_value |
string |
_pricelevelid_value |
string |
_subjectid_value |
string |
_transactioncurrencyid_value |
string |
_organizationid_value |
string |
_createdby_value |
string |
_modifiedby_value |
string |
exchangerate |
number |
versionnumber |
number |
createdon |
string |
modifiedon |
string |
Quote — List all quotes
Response schema:
| Field | Type |
|---|---|
quoteid |
string (Primary key) |
quotenumber |
string |
_customerid_value |
string |
totalamount |
number |
statecode |
number |
createdon |
string |
modifiedon |
string |
Recurring appointment — List all recurring appointments
Response schema:
| Field | Type |
|---|---|
recurringappointmentmasterid |
string (Primary key) |
subject |
string |
starttime |
string |
endtime |
string |
location |
string |
description |
string |
recurrencepatterntype |
number |
interval |
number |
_ownerid_value |
string |
Salesorder — List all salesorders
Response schema:
| Field | Type |
|---|---|
salesorderid |
string (Primary key) |
name |
string |
totalamount |
number |
statuscode |
number |
createdon |
string |
_customerid_value |
string |
Task — List all tasks
Response schema:
| Field | Type |
|---|---|
activityid |
string (Primary key) |
subject |
string |
description |
string |
category |
string |
subcategory |
string |
activitytypecode |
string |
percentcomplete |
number |
scheduledstart |
string |
scheduledend |
string |
scheduleddurationminutes |
number |
actualstart |
string |
actualend |
string |
actualdurationminutes |
number |
statecode |
number |
statuscode |
number |
prioritycode |
number |
isregularactivity |
boolean |
isbilled |
boolean |
isworkflowcreated |
boolean |
_ownerid_value |
string |
_owninguser_value |
string |
_owningteam_value |
string |
_owningbusinessunit_value |
string |
_regardingobjectid_value |
string |
_serviceid_value |
string |
_transactioncurrencyid_value |
string |
_slaid_value |
string |
_createdby_value |
string |
_modifiedby_value |
string |
exchangerate |
number |
versionnumber |
number |
createdon |
string |
modifiedon |
string |