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.

Example Use Cases

These are the Dynamics 365 actions Snow can use when building apps with you. 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 lead

Dynamicscrm get all leads