Articles in this section

Available Microsoft Dynamics 365 CRM APIs

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