Dynamics 365
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
What agents can do
Actions16
Dynamics365 get all invoices action
Get all invoices action
Dynamicscrm create account
Creates a new account entity record in dynamics crm using the web api.
Dynamicscrm create case
Creates a new case (incident) entity record in dynamics crm using the web api.
Dynamicscrm create contact
Creates a new contact entity record in dynamics crm using the web api.
Dynamicscrm create invoice
Creates a new invoice entity record in dynamics crm using the web api.
Dynamicscrm create lead
Creates a new lead entity record in dynamics crm using the web api.
Dynamicscrm create opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Dynamicscrm create sales order
Creates a new sales order entity record in dynamics crm using the web api.
8 moreFewer
Dynamicscrm get a invoice
Dynamicscrm get a invoice
Dynamicscrm get a lead
Dynamicscrm get a lead
Dynamicscrm get all leads
Dynamicscrm get all leads
Dynamicscrm update case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Dynamicscrm update invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Dynamicscrm update lead
Updates an existing lead entity record in dynamics crm using the web api.
Dynamicscrm update opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Dynamicscrm update sales order
Updates an existing sales order entity record in dynamics crm using the web api.
How it connects
You sign in to Dynamics 365 in a window. Composio, our app-connections provider, holds the sign-in; Definable keeps only a reference to it.
Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.
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