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Overview

Add Microsoft Dynamics 365 Sales to any ModuleX agent or workflow. CRM platform integration for managing accounts, contacts, appointments, and custom entities via the Dynamics 365 Web API (https://{org}.crm.dynamics.com/api/data/v9.2).
Categories: CRM · Sales · Productivity & Collaboration · Auth: OAuth2 · Actions: 11

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Authentication

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OAuth2 Authentication

Connect using Microsoft OAuth2 (recommended)

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Required Credentials

FieldDescriptionRequiredFormat
Client IDMicrosoft Entra (Azure AD) OAuth App Client IDYesxxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
Client SecretMicrosoft Entra (Azure AD) OAuth App Client SecretYesxxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
Dynamics 365 Instance URLYour Dynamics 365 org URL hostname (e.g. org12345.crm.dynamics.com)Yesorg12345.crm.dynamics.com

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OAuth Configuration

  • Authorization URL: https://login.microsoftonline.com/common/oauth2/v2.0/authorize
  • Token URL: https://login.microsoftonline.com/common/oauth2/v2.0/token
  • Scopes: https://dynamics.microsoft.com/user_impersonation, offline_access

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Available Actions

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Parameters

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subject
string
required
Title of the appointment
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scheduledstart
string
required
Start date/time in ISO 8601 format (e.g. 2026-02-20T12:00:00Z)
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scheduledend
string
required
End date/time in ISO 8601 format
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regarding_account_id
string
required
Account ID the appointment is regarding
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required_attendee_email
string
required
Email address of the Dynamics system user to add as attendee
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category
integer
Optional category value (numeric). Use list_appointment_categories to discover valid values

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Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "appointment_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Appointment Id"
    },
    "deep_link": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Deep Link"
    },
    "appointment": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Appointment"
    }
  },
  "required": [
    "success"
  ],
  "title": "CreateAppointmentOutput",
  "type": "object"
}

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Parameters

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solution_id
string
required
Identifier of the solution to associate the entity with
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display_name
string
required
Display name for the new entity (e.g. ‘Bank Account’)
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primary_attribute
string
required
Primary name attribute of the new entity (e.g. ‘Account Name’)
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language_code
integer
Language code (e.g. 1033 for English US) (Default: 1033)
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additional_attributes
object
Array of attribute definition objects to add to the entity
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description
string
Description of the new entity
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has_activities
boolean
Whether the entity supports activities (Default: false)
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has_notes
boolean
Whether the entity supports notes (Default: false)

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Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "entity": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Entity"
    }
  },
  "required": [
    "success"
  ],
  "title": "CreateCustomEntityOutput",
  "type": "object"
}

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Parameters

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contact_id
string
Contact GUID to look up directly
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name
string
Find contacts whose full name contains this value
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filter
string
Custom OData $filter expression (e.g. “lastname eq ‘Smith’“)

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Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "contacts": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Contacts",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "FindContactOutput",
  "type": "object"
}

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Parameters

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account_id
string
required
Account GUID to retrieve

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Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "account": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Account"
    }
  },
  "required": [
    "success"
  ],
  "title": "GetAccountOutput",
  "type": "object"
}

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Parameters

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filter
string
Optional OData $filter (e.g. ‘statecode eq 0’ for active accounts)
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records_per_page
integer
Number of records per page (max 5000) (Default: 50)

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Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "accounts": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Accounts",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListAccountsOutput",
  "type": "object"
}

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Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "category_type": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Category Type"
    },
    "categories": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Categories",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListAppointmentCategoriesOutput",
  "type": "object"
}

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Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "options": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Options",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListAppointmentCategoryOptionsOutput",
  "type": "object"
}

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Parameters

​
filter
string
Optional OData $filter (e.g. ‘statecode eq 0’)
​
records_per_page
integer
Number of appointments to return (max 100) (Default: 25)

​
Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "appointments": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Appointments",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListAppointmentsOutput",
  "type": "object"
}

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Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "solutions": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Solutions",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListSolutionIdOptionsOutput",
  "type": "object"
}

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Parameters

​
search_term
string
required
Substring to match against account name

​
Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "accounts": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Accounts",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "SearchAccountsOutput",
  "type": "object"
}

​
Parameters

​
appointment_id
string
required
Appointment activity GUID to update
​
subject
string
Updated subject/title
​
scheduledstart
string
Updated start in ISO 8601
​
scheduledend
string
Updated end in ISO 8601
​
category
integer
Updated category value (numeric). Use list_appointment_categories to discover valid values

​
Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "appointment_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Appointment Id"
    },
    "updated_fields": {
      "items": {
        "type": "string"
      },
      "title": "Updated Fields",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "UpdateAppointmentOutput",
  "type": "object"
}

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Limits & Quotas

  • API limits: Dynamics 365 enforces per-org service protection limits (typically 6,000 requests per 5-minute sliding window per user).
  • Throttling: Returns HTTP 429 when limits are exceeded; retry after the Retry-After header value.
  • Error model: Non-2xx responses are caught and returned as success=False + error rather than raising.

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