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 |
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