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Integration
Connect to Dynamics 365 for sales and customer service.
Microsoft Dynamics 365 CRM for managing accounts, contacts, opportunities, and customer service cases.
Required parameters to connect to Dynamics 365 CRM.
Connect your Dynamics 365 account via OAuth.
Your Dynamics 365 environment URL.
Retrieve a record by entity type and ID.
Create a new record in Dynamics 365.
Update an existing record.
Delete a record.
Query records using OData.
Retrieve an account record.
List accounts with filters.
Create a new account.
Retrieve a contact record.
List contacts with filters.
Create a new contact.
Retrieve an opportunity record.
List opportunities with filters.
Create a new opportunity.
Close an opportunity as won or lost.
Retrieve a lead record.
List leads with filters.
Create a new lead.
Qualify a lead to create account, contact, and opportunity.
Retrieve a customer service case.
List customer service cases.
Create a new customer service case.
Resolve a customer service case.
Retrieve a sales order.
Create a new sales order.
Retrieve an invoice.
Create a new invoice.