When you configure an export, import, or another type of flow step using the form view designed for the Microsoft Dynamics 365 CRM connector, the following API operations are supported:
Note: You can also create a composite endpoint for this application. For more information, see Application-specific (simple) forms.
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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