# Microsoft Dynamics 365 integration

> 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.

- Authentication: oauth2

## Tools (34)

- **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 ($ref).
- **Batch Operations**: Submit up to 1,000 operations in one multipart request; wrap writes in atomic change sets.
- **Call Bound Action**: Invoke an action bound to a specific record (or entity collection) via POST; full namespace required.
- **Call Bound Function**: Invoke a function bound to a specific record via GET (full namespace required).
- **Call Unbound Action**: Invoke an unbound Web API action (has side effects) via POST with a JSON parameter body.
- **Call Unbound Function**: Invoke an unbound Web API function (no side effects) via GET, e.g. RetrieveTotalRecordCount.
- **Close Incident (Resolve Case)**: Resolve a case by creating an incident-resolution activity and setting the case status.
- **Create Account**: Create an account (company/organization) record.
- **Create Case (Incident)**: Create a case (customer service incident) record.
- **Create Contact**: Create a contact (person) record.
- **Create Invoice**: Create an invoice record.
- **Create Lead**: Create a lead (prospect) record.
- **Create Opportunity**: Create an opportunity (potential deal) record.
- **Create Record**: Create a record in any Dataverse table by POSTing to its entity set.
- **Create Sales Order**: Create a sales order (order) record.
- **Delete Record**: Delete a record by GUID.
- **Delete Single Property Value**: Clear one column's value via DELETE.
- **Disassociate Records**: Remove a relationship between records via a navigation property ($ref).
- **Get Current User (WhoAmI)**: Return the calling user's UserId, BusinessUnitId, and OrganizationId.
- **Lose Opportunity**: Close an opportunity as lost, creating an opportunity-close activity.
- **Merge Records**: Merge two duplicate records (account, contact, lead, or incident) into one.
- **Qualify Lead**: Qualify or disqualify a lead, optionally generating an account, contact, and opportunity.
- **Query Records**: Query a table with OData options ($filter, $select, $orderby, $top, $expand, $count, $apply).
- **Query Table Definitions (Metadata)**: Query table, column, relationship, and option-set definitions (schema metadata).
- **Query with FetchXML**: Run a FetchXML query (link-entities, aggregates, complex filters) against a table via the fetchXml query parameter.
- **Query with Predefined Query**: Execute a saved system view (savedQuery) or personal view (userQuery) by id.
- **Retrieve Record**: Retrieve a single record by GUID (or alternate key), optionally selecting columns and expanding related records.
- **Retrieve Total Record Count**: Get an approximate total row count for one or more tables.
- **Send Email**: Send an existing email activity record.
- **Update Record**: Update columns on a record with PATCH; send only changed columns.
- **Update Single Property**: Set the value of one column via PUT.
- **Upsert Record**: Create-or-update a record keyed by GUID or alternate key; guard with If-Match / If-None-Match.
- **Win Opportunity**: Close an opportunity as won, creating an opportunity-close activity.

Connect Microsoft Dynamics 365 in General Input: https://www.generalinput.com/apps/dynamics-365