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Integrations/Dynamics 365
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Dynamics 365

Microsoft CRM and ERP suite for sales, customer service, marketing, and operational records.

Covers contact and account upserts, opportunity progression, case management, and reacting when records or activities change.

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Snow

Use Dynamics 365 with Snow

Snow is a personal AI assistant that builds real apps for you, and they can put Dynamics 365 to work.

What Snow can do with Dynamics 365

These are the Dynamics 365 actions available to the apps you build with Snow. Connecting an account does not make Snow run these on its own.

  • Create Account

    Creates a new account entity record in Dynamics CRM using the Web API.

  • Create Case

    Creates a new case (incident) entity record in Dynamics CRM using the Web API.

  • Create Contact

    Creates a new contact entity record in Dynamics CRM using the Web API.

  • Create Invoice

    Creates a new invoice entity record in Dynamics CRM using the Web API.

  • Create Lead

    Creates a new lead entity record in Dynamics CRM using the Web API.

  • Create Opportunity

    Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.

  • Create Sales Order

    Creates a new sales order entity record in Dynamics CRM using the Web API.

  • Dynamicscrm get a invoice

    Dynamicscrm get a invoice

  • Dynamicscrm get a lead

    Dynamicscrm get a lead

  • Dynamicscrm get all leads

    Dynamicscrm get all leads

  • Get all invoices action

    Get all invoices action

  • Update Case

    Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

  • Update Invoice

    Updates an existing invoice entity record in Dynamics CRM using the Web API.

  • Update Lead

    Updates an existing lead entity record in Dynamics CRM using the Web API.

  • Update Opportunity

    Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.

  • Update Sales Order

    Updates an existing sales order entity record in Dynamics CRM using the Web API.

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