Microsoft Dynamics 365
Dataverse Web API (OData v4) for Dynamics 365 Customer Engagement — CRUD, query, associate, actions, functions, batch, and metadata over accounts, contacts, leads, opportunities, cases, and any Dataverse table.
Three ways to use Microsoft Dynamics 365
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Microsoft Dynamics 365.
Add to Queue
Add a record (activity/case) to a queue.
Associate Records
Relate an existing record to another via a collection-valued navigation property ($ref).
Batch Operations
Submit up to 1,000 operations in one multipart request; wrap writes in atomic change sets.
Call Bound Action
Invoke an action bound to a specific record (or entity collection) via POST; full namespace required.
Call Bound Function
Invoke a function bound to a specific record via GET (full namespace required).
Call Unbound Action
Invoke an unbound Web API action (has side effects) via POST with a JSON parameter body.