16 available actions

What your AI agent can do in Dynamics 365

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get all invoices actionGet all invoices action
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.
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.
Dynamicscrm get a invoiceDynamicscrm get a invoice

Browse all 16 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 1 actionHide actions

Get all invoices actionGet all invoices action

Create & communicateCreate records or send supported messagesView 7 actionsHide actions

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.

Update & manageChange and manage existing recordsView 5 actionsHide actions

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.

Other actionsSpecialist and administrative actions.View 3 actionsHide actions

Dynamicscrm get a invoiceDynamicscrm get a invoice
Dynamicscrm get a leadDynamicscrm get a lead
Dynamicscrm get all leadsDynamicscrm get all leads

Connection record

A connection you can control.

Sign-in: OAuth sign-in
Setup: Sign in with your own Dynamics 365 account. Access is limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Dynamics 365

How does the agent connect to Dynamics 365?

You sign in with your own Dynamics 365 account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Dynamics 365 at any time.

What can the agent actually do in Dynamics 365?

The page above lists the 16 actions currently available through the Dynamics 365 connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Dynamics 365 included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Dynamics 365 is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Dynamics 365 to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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