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Dynamics 365

dynamics365

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

CRMProject ManagementWeb del proveedor
Acciones
16
Triggers
0
Autenticación
—
OAuth gestionado
Sí
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (16)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Get all invoices actionDYNAMICS365_DYNAMICS365_GET_ALL_INVOICES_ACTIONAcción

Get all invoices action

Parámetros de entrada

  • filterstring

    Filter criteria for invoices

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create AccountDYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNTAcción

Creates a new account entity record in dynamics crm using the web api.

Parámetros de entrada

  • namestring

    The name of the new account to be created.

  • revenuenumber

    The revenue associated with the account.

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • descriptionstring

    A description of the account.

  • creditonholdboolean

    Indicates whether the account is on credit hold.

  • accountcategorycodeinteger

    The category code of the account.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create CaseDYNAMICS365_DYNAMICSCRM_CREATE_CASEAcción

Creates a new case (incident) entity record in dynamics crm using the web api.

Parámetros de entrada

  • titlestring

    The subject or title of the case.

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • descriptionstring

    A detailed description of the issue or inquiry.

  • prioritycodeinteger

    The priority level of the case (e.g., 1 for Low, 2 for Normal, 3 for High).

  • caseorigincodeinteger

    The source of the case (e.g., 1 for Phone Call, 2 for Email).

  • customerid_accountstring

    A reference to the related account. Format: '/accounts(GUID)'

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create ContactDYNAMICS365_DYNAMICSCRM_CREATE_CONTACTAcción

Creates a new contact entity record in dynamics crm using the web api.

Parámetros de entrada

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • jobtitlestring

    The job title of the contact.

  • lastnamestring

    The last name of the contact.

  • firstnamestring

    The first name of the contact.

  • telephone1string

    The primary telephone number of the contact.

  • mobilephonestring

    The mobile phone number of the contact.

  • address1_citystring

    The city of the contact's address.

  • emailaddress1string

    The primary email address of the contact.

  • address1_countrystring

    The country of the contact's address.

  • address1_postalcodestring

    The postal code of the contact's address.

  • address1_stateorprovincestring

    The state or province of the contact's address.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create InvoiceDYNAMICS365_DYNAMICSCRM_CREATE_INVOICEAcción

Creates a new invoice entity record in dynamics crm using the web api.

Parámetros de entrada

  • namestring

    The name or number of the invoice.

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • account_idstring

    A reference to the related account. Format: '/accounts(GUID)'

  • currency_idstring

    A reference to the currency for the transaction. Format: '/transactioncurrencies(GUID)'

  • descriptionstring

    A description of the invoice.

  • price_level_idstring

    A reference to the price list. Format: '/pricelevels(GUID)'

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create LeadDYNAMICS365_DYNAMICSCRM_CREATE_LEADAcción

Creates a new lead entity record in dynamics crm using the web api.

Parámetros de entrada

  • subjectstring

    A brief description or title for the lead.

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • lastnamestring

    The last name of the lead.

  • firstnamestring

    The first name of the lead.

  • telephone1string

    The primary telephone number of the lead.

  • companynamestring

    The company name associated with the lead.

  • emailaddress1string

    The primary email address of the lead.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create OpportunityDYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITYAcción

Creates a new opportunity entity record in dynamics crm using the web api.

Parámetros de entrada

  • namestring

    The name or title of the opportunity.

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • descriptionstring

    A brief description of the opportunity.

  • estimatedvaluenumber

    The anticipated revenue from the opportunity.

  • customer_accountstring

    A reference to the related account. Format: '/accounts(GUID)'

  • estimatedclosedatestring

    The expected close date of the opportunity in 'YYYY-MM-DD' format.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create Sales OrderDYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDERAcción

Creates a new sales order entity record in dynamics crm using the web api.

Parámetros de entrada

  • namestring

    The name of the sales order.

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • account_idstring

    A reference to the related account. Format: '/accounts(GUID)'

  • currency_idstring

    A reference to the currency for the transaction. Format: '/transactioncurrencies(GUID)'

  • descriptionstring

    A description of the sales order.

  • price_level_idstring

    A reference to the price list. Format: '/pricelevels(GUID)'

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Dynamicscrm get a invoiceDYNAMICS365_DYNAMICSCRM_GET_A_INVOICEAcción

Dynamicscrm get a invoice

Parámetros de entrada

  • invoice_idstringObligatorio

    The ID of the invoice to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Dynamicscrm get a leadDYNAMICS365_DYNAMICSCRM_GET_A_LEADAcción

Dynamicscrm get a lead

Parámetros de entrada

  • lead_idstringObligatorio

    The ID of the lead to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Dynamicscrm get all leadsDYNAMICS365_DYNAMICSCRM_GET_ALL_LEADSAcción

Dynamicscrm get all leads

Parámetros de entrada

  • filterstring

    Filter criteria for leads

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update CaseDYNAMICS365_DYNAMICSCRM_UPDATE_CASEAcción

Updates an existing case (incident) entity record in dynamics crm using the web api.

Parámetros de entrada

  • titlestring

    The subject or title of the case.

  • case_idstringObligatorio

    The unique identifier (GUID) of the case to update.

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • statuscodeinteger

    The current status of the case (e.g., 1 for Active, 2 for In Progress, 3 for Resolved).

  • descriptionstring

    A detailed description of the issue or inquiry.

  • prioritycodeinteger

    The priority level of the case (e.g., 1 for High, 2 for Normal, 3 for Low).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update InvoiceDYNAMICS365_DYNAMICSCRM_UPDATE_INVOICEAcción

Updates an existing invoice entity record in dynamics crm using the web api.

Parámetros de entrada

  • namestring

    The updated name or number of the invoice.

  • duedatestring

    The updated due date for the invoice in YYYY-MM-DD format.

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • invoice_idstringObligatorio

    The unique identifier (GUID) of the invoice to update.

  • descriptionstring

    The updated description of the invoice.

  • totalamountnumber

    The updated total amount for the invoice.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update LeadDYNAMICS365_DYNAMICSCRM_UPDATE_LEADAcción

Updates an existing lead entity record in dynamics crm using the web api.

Parámetros de entrada

  • lead_idstringObligatorio

    The unique identifier (GUID) of the lead to update.

  • subjectstring

    A brief description or title for the lead.

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • lastnamestring

    Last name of the lead.

  • firstnamestring

    First name of the lead.

  • telephone1string

    Primary phone number of the lead.

  • companynamestring

    Name of the company associated with the lead.

  • emailaddress1string

    Primary email address of the lead.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update OpportunityDYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITYAcción

Updates an existing opportunity entity record in dynamics crm using the web api.

Parámetros de entrada

  • namestring

    The name or title of the opportunity.

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • descriptionstring

    A brief description of the opportunity.

  • estimatedvaluenumber

    The anticipated revenue from the opportunity.

  • opportunity_idstringObligatorio

    The unique identifier (GUID) of the opportunity to update.

  • salesstagecodeinteger

    The current sales stage (e.g., 1 for Qualify, 2 for Develop, 3 for Propose).

  • estimatedclosedatestring

    The expected close date of the opportunity in 'YYYY-MM-DD' format.

  • opportunityratingcodeinteger

    The rating of the opportunity (e.g., 1 for Cold, 2 for Warm, 3 for Hot).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update Sales OrderDYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDERAcción

Updates an existing sales order entity record in dynamics crm using the web api.

Parámetros de entrada

  • namestring

    The updated name of the sales order.

  • user_idstring

    The user's ID or 'me' for the authenticated user.

  • descriptionstring

    The updated description of the sales order.

  • freightamountnumber

    The updated freight or shipping cost for the order.

  • salesorder_idstringObligatorio

    The unique identifier (GUID) of the sales order to update.

  • discountamountnumber

    The updated discount amount for the order.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not