Add Contact to AccountAssociate an existing contact with an existing account in Dynamics 365.
Assign User Security RoleAssign a security role to a system user in the connected Dataverse environment.
Associate Contact AccountSets an existing contact's parent account, replacing any current parent customer.
Clear Account DescriptionClear an existing account's description to null without deleting the account.
Create AnnotationCreate a text or attachment note, optionally linked to a supported record.
Create appointmentCreate a Dataverse appointment from writable logical column values and return the created row.
Create Email ActivityCreate and store a draft email activity without sending it.
Create invoice line itemCreate a Dataverse invoice line item from writable logical column values and return the created row.
Create opportunity line itemCreate a Dataverse opportunity line item from writable logical column values and return the created row.
Create Phone CallRecord a CRM phone-call activity; this does not place a telephone call.
Create price listCreate a Dataverse price list from writable logical column values and return the created row.
Create ProductCreate a Dataverse catalog product and return its selected representation.
Create Product Price List ItemAdd an existing product and unit to an existing Dynamics price list.
Create quoteCreate a Dataverse quote from writable logical column values and return the created row.
Create quote line itemCreate a Dataverse quote line item from writable logical column values and return the created row.
Create sales order line itemCreate a Dataverse sales order line item from writable logical column values and return the created row.
Create Social ActivityCreate a Dataverse social activity and return its stored representation.
Create system userCreate a Dataverse system user from writable logical column values and return the created row.
Create TaskCreate a Dataverse task activity and return its selected representation.
Create transaction currencyCreate a Dataverse transaction currency from writable logical column values and return the created row.
Delete accountDelete a Dataverse account by GUID.
Delete appointmentDelete a Dataverse appointment by GUID.
Delete caseDelete a Dataverse case by GUID.
Delete contactDelete a Dataverse contact by GUID.
Delete email activityDelete a Dataverse email activity by GUID.
Delete invoiceDelete a Dataverse invoice by GUID.
Delete invoice line itemDelete a Dataverse invoice line item by GUID.
Delete leadDelete a Dataverse lead by GUID.
Delete noteDelete a Dataverse note by GUID.
Delete opportunityDelete a Dataverse opportunity by GUID.
Delete opportunity line itemDelete a Dataverse opportunity line item by GUID.
Delete price listDelete a Dataverse price list by GUID.
Delete productDelete a Dataverse product by GUID.
Delete quoteDelete a Dataverse quote by GUID.
Delete quote line itemDelete a Dataverse quote line item by GUID.
Delete sales orderDelete a Dataverse sales order by GUID.
Delete sales order line itemDelete a Dataverse sales order line item by GUID.
Delete system userRequest deletion of a Dataverse system user by GUID.
Delete taskDelete a Dataverse task by GUID.
Delete transaction currencyDelete a Dataverse transaction currency by GUID.
Disassociate Contact AccountRemove a contact's parent account relationship without deleting either record.
Create AccountCreates a new account entity record in Dynamics CRM using the Web API.
Create CaseCreates a new case (incident) entity record in Dynamics CRM using the Web API.
Create ContactCreates a new contact entity record in Dynamics CRM using the Web API.
Create InvoiceCreates a new invoice entity record in Dynamics CRM using the Web API.
Create LeadCreates a new lead entity record in Dynamics CRM using the Web API.
Create OpportunityCreates a new opportunity entity record in Dynamics CRM using the Web API.
Create Sales OrderCreates a new sales order entity record in Dynamics CRM using the Web API.
Dynamicscrm get a invoiceDynamicscrm get a invoice
Dynamicscrm get a leadDynamicscrm get a lead
Dynamicscrm get all leadsDynamicscrm get all leads
Update CaseUpdates an existing case (incident) entity record in Dynamics CRM using the Web API.
Update InvoiceUpdates an existing invoice entity record in Dynamics CRM using the Web API.
Update LeadUpdates an existing lead entity record in Dynamics CRM using the Web API.
Update OpportunityUpdates an existing opportunity entity record in Dynamics CRM using the Web API.
Update Sales OrderUpdates an existing sales order entity record in Dynamics CRM using the Web API.
Execute BatchExecute a Dataverse multipart batch, optionally containing atomic change sets.
Get accountRetrieve a Dataverse account by its GUID, optionally selecting columns and expanding relationships.
Get all invoices actionGet all invoices action
Get appointmentRetrieve a Dataverse appointment by its GUID, optionally selecting columns and expanding relationships.
Get Attribute MetadataRetrieve one Dataverse attribute definition by its metadata IDs.
Get caseRetrieve a Dataverse case by its GUID, optionally selecting columns and expanding relationships.
Get contactRetrieve a Dataverse contact by its GUID, optionally selecting columns and expanding relationships.
Get email activityRetrieve a Dataverse email activity by its GUID, optionally selecting columns and expanding relationships.
Get invoice line itemRetrieve a Dataverse invoice line item by its GUID, optionally selecting columns and expanding relationships.
Get noteRetrieve a Dataverse note by its GUID, optionally selecting columns and expanding relationships.
Get opportunityRetrieve a Dataverse opportunity by its GUID, optionally selecting columns and expanding relationships.
Get opportunity line itemRetrieve a Dataverse opportunity line item by its GUID, optionally selecting columns and expanding relationships.
Get price listRetrieve a Dataverse price list by its GUID, optionally selecting columns and expanding relationships.
Get productRetrieve a Dataverse product by its GUID, optionally selecting columns and expanding relationships.
Get quoteRetrieve a Dataverse quote by its GUID, optionally selecting columns and expanding relationships.
Get quote line itemRetrieve a Dataverse quote line item by its GUID, optionally selecting columns and expanding relationships.
Get sales orderRetrieve a Dataverse sales order by its GUID, optionally selecting columns and expanding relationships.
Get sales order line itemRetrieve a Dataverse sales order line item by its GUID, optionally selecting columns and expanding relationships.
Get system userRetrieve a Dataverse system user by its GUID, optionally selecting columns and expanding relationships.
Get taskRetrieve a Dataverse task by its GUID, optionally selecting columns and expanding relationships.
Get transaction currencyRetrieve a Dataverse transaction currency by its GUID, optionally selecting columns and expanding relationships.
List appointmentsList one page of Dataverse appointments.
List Entity DefinitionsDiscover Dataverse table definitions and return caller-selected metadata.
List entity setsList available Dataverse entity sets and their resource URLs, not table rows.
List invoice line itemsList one page of Dataverse invoice line items.
List notesList one page of Dataverse notes.
List opportunity line itemsList one page of Dataverse opportunity line items.
List price listsList one page of Dataverse price lists.
List productsList one page of Dataverse products.
List quote line itemsList one page of Dataverse quote line items.
List quotesList one page of Dataverse quotes.
List sales ordersList one page of Dataverse sales orders.
List system usersList one page of Dataverse system users.
List transaction currenciesList one page of Dataverse transaction currencies.
Query accountsList or filter Dynamics accounts with projection, ordering, and bounded results.
Query campaignsList, filter, expand, or aggregate Dynamics campaigns.
Query casesReturn one bounded page of cases; pass next_link back to fetch the next page.
Query contactsList or filter Dynamics contacts with selected fields and ordering.
Query email activitiesReturn one bounded page of email activities; pass next_link back to fetch the next page.
Query Entity DataQuery supported CRM collections and return one bounded page plus its next link.
Query opportunitiesReturn one bounded page of opportunities; pass next_link back to fetch the next page.
Query phone callsReturn one bounded page of phone-call activities; pass next_link back to fetch the next page.
Query social activitiesReturn one bounded page of social activities; pass next_link back to fetch the next page.
Query tasksReturn one bounded page of tasks; pass next_link back to fetch the next page.
Remove Contact from AccountRemove an existing contact from an account without deleting either record.
Resolve CaseResolve an active case by creating its incident-resolution activity.
Update accountUpdate only the supplied writable columns of an existing Dataverse account and return the updated row.
Update Account NameUpdates only the name of an existing Dynamics 365 account.
Update appointmentUpdate only the supplied writable columns of an existing Dataverse appointment and return the updated row.
Update contactUpdate only the supplied writable columns of an existing Dataverse contact and return the updated row.
Update email activityUpdate only the supplied writable columns of an existing Dataverse email activity and return the updated row.
Update invoice line itemUpdate only the supplied writable columns of an existing Dataverse invoice line item and return the updated row.
Update noteUpdate only the supplied writable columns of an existing Dataverse note and return the updated row.
Update opportunity line itemUpdate only the supplied writable columns of an existing Dataverse opportunity line item and return the updated row.
Update price listUpdate only the supplied writable columns of an existing Dataverse price list and return the updated row.
Update productUpdate only the supplied writable columns of an existing Dataverse product and return the updated row.
Update quoteUpdate only the supplied writable columns of an existing Dataverse quote and return the updated row.
Update quote line itemUpdate only the supplied writable columns of an existing Dataverse quote line item and return the updated row.
Update sales order line itemUpdate only the supplied writable columns of an existing Dataverse sales order line item and return the updated row.
Update system userUpdate only the supplied writable columns of an existing Dataverse system user and return the updated row.
Update taskUpdate only the supplied writable columns of an existing Dataverse task and return the updated row.
Update transaction currencyUpdate only the supplied writable columns of an existing Dataverse transaction currency and return the updated row.
Get Caller IdentityReturn the connected Dataverse caller's identity IDs.
