Operations (sample payloads)
Main operationsCopy
Create entityCopy
Create an entity of any type in your Microsoft Dynamics 365 account.
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"entity_set_name": "contacts",5"fields": [6{7"field": "firstname",8"value": "John"9},10{11"field": "lastname",12"value": "Doe"13},14{15"field": "emailaddress1",16"value": "john.doe@example.com"17},18{19"field": "telephone1",20"value": "+1 (555) 123-4567"21}22]23}
Sample Output
1{2"id": "00000000-0000-0000-0000-000000000001"3}
Delete entityCopy
Delete an entity of any type in your Microsoft Dynamics 365 account.
Sample Input
1{2"instance_url": "https://your-org.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"entity_id": "89a8cde4-5678-901f-2345-67890abcdef1",5"entity_set_name": "contacts"6}
Sample Output
1{2"deleted": true3}
Get entityCopy
Get an entity of any type from your Microsoft Dynamics 365 account.
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"api_version": "v9.2",5"entity_id": "00000000-0000-0000-0000-000000000001",6"entity_set_name": "contacts",7"fields": [8"firstname",9"lastname",10"emailaddress1",11"telephone1"12]13}
Sample Output
1{2"@odata.context": "https://myorg.crm.dynamics.com/api/data/v9.2/$metadata#contacts(firstname,lastname,emailaddress1,telephone1)/$entity",3"@odata.etag": "W/\"2691174\"",4"contactid": "00000000-0000-0000-0000-000000000001",5"firstname": "John",6"lastname": "Doe",7"emailaddress1": "johndoe@example.com",8"telephone1": "+1 (555) 123-4567"9}
Get user informationCopy
Retrieves stored information about the user.
Sample Input
1{2"instance_url": "https://mycompany.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpM...",4"api_version": "v9.2"5}
Sample Output
1{2"instance_url": "https://mycompany.crm.dynamics.com",3"token": {4"given_name": "John",5"name": "John Doe",6"unique_name": "john.doe@mycompany.com",7"upn": "john.doe@mycompany.com"8}9}
List entitiesCopy
Get a list of entities from your Microsoft Dynamics 365 account.
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"entity_set_name": "contacts",5"fields": [6"firstname",7"lastname",8"emailaddress1"9],10"conditions": [11{12"field": "createdon",13"operator": "gt",14"value": "2023-01-01T00:00:00Z"15}16],17"conditions_strictness": "and",18"order_by": [19{20"field": "lastname",21"order": "asc"22}23],24"per_page": 5025}
Sample Output
1{2"@odata.context": "https://myorg.crm.dynamics.com/api/data/v9.2/$metadata#contacts(firstname,lastname,emailaddress1)",3"value": [4{5"@odata.etag": "W/\"54321\"",6"firstname": "John",7"lastname": "Doe",8"emailaddress1": "john.doe@example.com"9},10{11"@odata.etag": "W/\"54322\"",12"firstname": "Jane",13"lastname": "Smith",14"emailaddress1": "jane.smith@example.com"15}16],17"@odata.nextLink": "https://myorg.crm.dynamics.com/api/data/v9.2/contacts?$select=firstname,lastname,emailaddress1&$filter=createdon gt 2023-01-01T00:00:00Z&$orderby=lastname asc&$skiptoken=12345",18"next_page_token": "12345"19}
List entities (raw filter)Copy
Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.
Sample Input
1{2"instance_url": "https://your-org.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"entity_set_name": "contacts",5"fields": [6"firstname",7"lastname",8"emailaddress1"9],10"raw_filter": "startswith(lastname, 'Sm')",11"order_by": [12{13"field": "lastname",14"order": "asc"15}16],17"per_page": 5018}
Sample Output
1{2"@odata.context": "https://your-org.crm.dynamics.com/api/data/v9.2/$metadata#contacts(firstname,lastname,emailaddress1)",3"value": [4{5"@odata.etag": "W/\"3042492\"",6"firstname": "John",7"lastname": "Smith",8"emailaddress1": "john.smith@example.com"9},10{11"@odata.etag": "W/\"3042493\"",12"firstname": "Jane",13"lastname": "Smythe",14"emailaddress1": "jane.smythe@example.com"15}16],17"@odata.nextLink": "https://your-org.crm.dynamics.com/api/data/v9.2/contacts?$select=firstname,lastname,emailaddress1&$filter=startswith(lastname, 'Sm')&$orderby=lastname asc&$skiptoken=3042493",18"next_page_token": "3042493"19}
List entity type attributesCopy
List entity type attributes
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"entity_type_metadata_id": "00000000-0000-0000-0000-000000000001",5"api_version": "9.2",6"fields": [7"LogicalName",8"DisplayName",9"AttributeType"10]11}
Sample Output
1{2"@odata.context": "https://myorg.crm.dynamics.com/api/data/v9.2/$metadata#EntityDefinitions(00000000-0000-0000-0000-000000000001)/Attributes",3"value": [4{5"LogicalName": "accountnumber",6"DisplayName": {7"LocalizedLabels": [8{9"Label": "Account Number",10"LanguageCode": 103311}12],13"UserLocalizedLabel": {14"Label": "Account Number",15"LanguageCode": 103316}17},18"AttributeType": "String"19},20{21"LogicalName": "name",22"DisplayName": {23"LocalizedLabels": [24{25"Label": "Account Name",26"LanguageCode": 103327}28],29"UserLocalizedLabel": {30"Label": "Account Name",31"LanguageCode": 103332}33},34"AttributeType": "String"35}36]37}
List entity typesCopy
List entity types in Microsoft Dynamics 365
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"api_version": "v9.2",5"fields": [6"LogicalName",7"DisplayName",8"IsCustomEntity",9"PrimaryNameAttribute"10],11"conditions": [12{13"field": "IsCustomEntity",14"operator": "eq",15"value": true16},17{18"field": "IsValidForAdvancedFind",19"operator": "eq",20"value": true21}22],23"conditions_strictness": "and"24}
Sample Output
1{2"@odata.context": "https://myorg.crm.dynamics.com/api/data/v9.2/$metadata#EntityDefinitions(LogicalName,DisplayName,IsCustomEntity,PrimaryNameAttribute)",3"value": [4{5"LogicalName": "new_customentity1",6"DisplayName": {7"UserLocalizedLabel": {8"Label": "Custom Entity 1",9"LanguageCode": 103310}11},12"IsCustomEntity": true,13"PrimaryNameAttribute": "new_name"14},15{16"LogicalName": "new_customentity2",17"DisplayName": {18"UserLocalizedLabel": {19"Label": "Custom Entity 2",20"LanguageCode": 103321}22},23"IsCustomEntity": true,24"PrimaryNameAttribute": "new_title"25}26]27}
List one to many relationshipsCopy
List one to many relationships
Sample Input
1{2"instance_url": "https://your-org.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"api_version": "9.2",5"fields": [6"SchemaName",7"ReferencingEntity",8"ReferencingAttribute"9],10"conditions": [11{12"field": "ReferencedEntity",13"operator": "eq",14"value": "account"15}16],17"conditions_strictness": "and"18}
Sample Output
1{2"result": [3{4"MetadataId": "00000000-0000-0000-0000-000000000001",5"SchemaName": "contact_customer_accounts",6"ReferencingEntity": "contact",7"ReferencingAttribute": "parentcustomerid"8},9{10"MetadataId": "00000000-0000-0000-0000-000000000002",11"SchemaName": "opportunity_customer_accounts",12"ReferencingEntity": "opportunity",13"ReferencingAttribute": "customerid"14},15{16"MetadataId": "00000000-0000-0000-0000-000000000003",17"SchemaName": "lead_customer_accounts",18"ReferencingEntity": "lead",19"ReferencingAttribute": "parentaccountid"20}21]22}
List status attribute optionsCopy
Get a list of possible options for a dropdown attribute, such as lead status.
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"entity_type": "lead",5"attribute": "statuscode"6}
Sample Output
1{2"options": [3{4"@odata.type": "#Microsoft.Dynamics.CRM.OptionSetMetadata",5"Value": 1,6"Label": {7"LocalizedLabels": [8{9"Label": "New",10"LanguageCode": 1033,11"IsManaged": true,12"MetadataId": "7d8b6c9e-9c9a-4f3a-bb4f-4d41b9e4a9e0",13"HasChanged": null14}15],16"UserLocalizedLabel": {17"Label": "New",18"LanguageCode": 1033,19"IsManaged": true,20"MetadataId": "7d8b6c9e-9c9a-4f3a-bb4f-4d41b9e4a9e0",21"HasChanged": null22}23},24"Description": {25"LocalizedLabels": [],26"UserLocalizedLabel": null27},28"Color": "#0000FF",29"IsManaged": true,30"MetadataId": null,31"HasChanged": null,32"State": 0,33"TransitionData": ""34},35{36"@odata.type": "#Microsoft.Dynamics.CRM.OptionSetMetadata",37"Value": 2,38"Label": {39"LocalizedLabels": [40{41"Label": "Qualified",42"LanguageCode": 1033,43"IsManaged": true,44"MetadataId": "8f8b6c9e-9c9a-4f3a-bb4f-4d41b9e4a9e1",45"HasChanged": null46}47],48"UserLocalizedLabel": {49"Label": "Qualified",50"LanguageCode": 1033,51"IsManaged": true,52"MetadataId": "8f8b6c9e-9c9a-4f3a-bb4f-4d41b9e4a9e1",53"HasChanged": null54}55},56"Description": {57"LocalizedLabels": [],58"UserLocalizedLabel": null59},60"Color": "#00FF00",61"IsManaged": true,62"MetadataId": null,63"HasChanged": null,64"State": 0,65"TransitionData": ""66}67]68}
Query entity dataCopy
Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"entity_type": "account",5"fields": {6"field_list": [7"name",8"revenue",9"numberofemployees"10]11},12"conditions": [13{14"field": "revenue",15"operator": "gt",16"value": "1000000"17},18{19"field": "numberofemployees",20"operator": "between",21"value": [2250,2350024]25}26],27"conditions_strictness": "and",28"sort_order": [29{30"field_name": "revenue",31"descending": true32}33],34"per_page": 10,35"page": 136}
Sample Output
1{2"@odata.context": "https://myorg.crm.dynamics.com/api/data/v9.2/$metadata#accounts(name,revenue,numberofemployees)",3"value": [4{5"name": "Contoso Ltd",6"revenue": 5000000,7"numberofemployees": 250,8"@odata.etag": "W/\"1039834\""9},10{11"name": "Fabrikam, Inc.",12"revenue": 3500000,13"numberofemployees": 180,14"@odata.etag": "W/\"1039835\""15},16{17"name": "Adventure Works",18"revenue": 2800000,19"numberofemployees": 120,20"@odata.etag": "W/\"1039836\""21}22]23}
Run fetch XML query (advanced)Copy
Run a raw fetch XML query against the Dynamics instance.
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"api_version": "v9.2",5"entity_set_name": "contacts",6"xml_query": "<fetch mapping='logical'><entity name='contact'><attribute name='fullname'/><attribute name='emailaddress1'/><filter><condition attribute='createdon' operator='last-x-days' value='30'/></filter></entity></fetch>"7}
Sample Output
1{2"@odata.context": "https://myorg.crm.dynamics.com/api/data/v9.2/$metadata#contacts(fullname,emailaddress1)",3"value": [4{5"fullname": "John Doe",6"emailaddress1": "john.doe@example.com",7"@odata.etag": "W/\"3042492\""8},9{10"fullname": "Jane Smith",11"emailaddress1": "jane.smith@example.com",12"@odata.etag": "W/\"3042493\""13},14{15"fullname": "Mike Johnson",16"emailaddress1": "mike.johnson@example.com",17"@odata.etag": "W/\"3042494\""18}19]20}
Update entityCopy
Update an entity of any type in your Microsoft Dynamics 365 account.
Sample Input
1{2"instance_url": "https://your-org.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik...",4"entity_id": "00000000-0000-0000-0000-000000000001",5"entity_set_name": "contacts",6"fields": [7{8"field": "firstname",9"value": "John"10},11{12"field": "lastname",13"value": "Doe"14},15{16"field": "emailaddress1",17"value": "john.doe@example.com"18},19{20"field": "telephone1",21"value": "+1 (555) 123-4567"22}23],24"allow_empty_party_list": false25}
Sample Output
1{2"id": "00000000-0000-0000-0000-000000000001"3}
DDL operationsCopy
List entity set attributes (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"api_version": "v9.2"5}
Sample Output
1{2"entitySets": [3{4"name": "accounts",5"attributes": [6{7"name": "accountid",8"type": "Edm.Guid",9"isKey": true10},11{12"name": "name",13"type": "Edm.String"14},15{16"name": "accountnumber",17"type": "Edm.String"18},19{20"name": "revenue",21"type": "Edm.Decimal"22}23]24},25{26"name": "contacts",27"attributes": [28{29"name": "contactid",30"type": "Edm.Guid",31"isKey": true32},33{34"name": "firstname",35"type": "Edm.String"36},37{38"name": "lastname",39"type": "Edm.String"40},41{42"name": "emailaddress1",43"type": "Edm.String"44}45]46}47]48}
List entity sets (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"api_version": "v9.2"5}
Sample Output
1{2"value": [3{4"name": "accounts",5"kind": "EntitySet",6"url": "accounts"7},8{9"name": "contacts",10"kind": "EntitySet",11"url": "contacts"12},13{14"name": "leads",15"kind": "EntitySet",16"url": "leads"17},18{19"name": "opportunities",20"kind": "EntitySet",21"url": "opportunities"22}23]24}
List entity type attributes (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"api_version": "v9.2"5}
Sample Output
1{2"value": [3{4"LogicalName": "accountnumber",5"DisplayName": {6"UserLocalizedLabel": {7"Label": "Account Number",8"LanguageCode": 10339}10},11"AttributeType": "String",12"IsCustomAttribute": false,13"IsPrimaryId": false,14"SchemaName": "AccountNumber"15},16{17"LogicalName": "name",18"DisplayName": {19"UserLocalizedLabel": {20"Label": "Account Name",21"LanguageCode": 103322}23},24"AttributeType": "String",25"IsCustomAttribute": false,26"IsPrimaryId": false,27"SchemaName": "Name"28},29{30"LogicalName": "emailaddress1",31"DisplayName": {32"UserLocalizedLabel": {33"Label": "Email",34"LanguageCode": 103335}36},37"AttributeType": "String",38"IsCustomAttribute": false,39"IsPrimaryId": false,40"SchemaName": "EMailAddress1"41}42]43}
List entity types (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"api_version": "v9.2"5}
Sample Output
1{2"value": [3{4"LogicalName": "account",5"SchemaName": "Account",6"EntitySetName": "accounts",7"PrimaryIdAttribute": "accountid",8"PrimaryNameAttribute": "name",9"ObjectTypeCode": 110},11{12"LogicalName": "contact",13"SchemaName": "Contact",14"EntitySetName": "contacts",15"PrimaryIdAttribute": "contactid",16"PrimaryNameAttribute": "fullname",17"ObjectTypeCode": 218},19{20"LogicalName": "opportunity",21"SchemaName": "Opportunity",22"EntitySetName": "opportunities",23"PrimaryIdAttribute": "opportunityid",24"PrimaryNameAttribute": "name",25"ObjectTypeCode": 326}27]28}
List party navigation property names (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Sample Input
1{2"instance_url": "https://myorg.crm.dynamics.com",3"access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCIsImtpZCI6Ik1yNS1BVWliZkJpaTdOZDFqQmViYXhib1hXMCJ9...",4"api_version": "v9.2"5}
Sample Output
1{}