Dynamics 365.

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

Supported tools and triggers

Each tool is a typed function your agent can call. Each trigger fires an agent run when something changes upstream.

Create Account

Creates a new account entity record in Dynamics CRM using the Web API.

TOOL

Create Case

Creates a new case (incident) entity record in Dynamics CRM using the Web API.

TOOL

Create Contact

Creates a new contact entity record in Dynamics CRM using the Web API.

TOOL

Create Invoice

Creates a new invoice entity record in Dynamics CRM using the Web API.

TOOL

Create Lead

Creates a new lead entity record in Dynamics CRM using the Web API.

TOOL

Create Opportunity

Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.

TOOL

Create Sales Order

Creates a new sales order entity record in Dynamics CRM using the Web API.

TOOL

Dynamicscrm get a invoice

TOOL

Dynamicscrm get a lead

TOOL

Dynamicscrm get all leads

TOOL

Get all invoices action

TOOL

Update Case

Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

TOOL

Update Invoice

Updates an existing invoice entity record in Dynamics CRM using the Web API.

TOOL

Update Lead

Updates an existing lead entity record in Dynamics CRM using the Web API.

TOOL

Update Opportunity

Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.

TOOL

Update Sales Order

Updates an existing sales order entity record in Dynamics CRM using the Web API.

TOOL

Integrations›Dynamics 365