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.
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 operations Snow and the apps you build with it can run. Sign in to choose which ones Snow may run without asking.
Reads4
Look at your data without changing it.
- 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
Creates7
Add something new to your account.
- 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.
Updates5
Change something that is already there.
- 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.
Related integrations
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