Dynamics 365 Sales

Create a new account (company/organization) in Dynamics 365. Accounts represent businesses or organizations you work with.

Retrieve a Dynamics 365 account by ID. Returns full account details including company info, contact details, and custom fields.

Update an existing Dynamics 365 account. Modify company information, contact details, or custom fields.

Delete a Dynamics 365 account. This is a permanent operation - consider deactivating instead.

List Dynamics 365 accounts with filtering, sorting, and pagination. Find accounts by name, industry, location, or custom criteria.

Search Dynamics 365 accounts by text query. Find accounts matching name, description, or other text fields.

Create an appointment in Dynamics 365. Schedule meetings associated with accounts, contacts, or opportunities.

Retrieve an appointment by ID from Dynamics 365.

Update an appointment in Dynamics 365. Reschedule, change location, or mark as completed.

Delete an appointment from Dynamics 365.

List appointments in Dynamics 365 with filtering by date range, status, or related records.

Create a new case (incident) in Dynamics 365. Cases track customer service issues, support requests, and inquiries.

Retrieve a Dynamics 365 case by ID. Returns case details including priority, status, customer, and SLA information.

Update an existing Dynamics 365 case. Modify priority, status, description, or resolve the case.

Delete a Dynamics 365 case. Consider resolving or canceling instead to preserve service history.

List Dynamics 365 cases with filtering. Find cases by status, priority, customer, or SLA dates.

Search Dynamics 365 cases by text query. Find cases matching title or description.

Create a new contact in Dynamics 365. Contacts represent individual people you work with, often associated with accounts.

Retrieve a Dynamics 365 contact by ID. Returns full contact details including personal info, contact methods, and relationships.

Update an existing Dynamics 365 contact. Modify personal information, contact methods, or preferences.

Delete a Dynamics 365 contact. This is a permanent operation.

List Dynamics 365 contacts with filtering, sorting, and pagination. Find contacts by account, name, email, or custom criteria.

Search Dynamics 365 contacts by text query. Find contacts matching name, email, or other text fields.

Discover available fields and their properties for a Dynamics 365 entity. Essential for understanding what fields can be used in create, update, and filter operations.

List all available entities in the Dynamics 365 organization. Useful for discovering what data types are available.

Create an email activity in Dynamics 365. Track sent or received emails associated with CRM records.

Retrieve an email activity by ID from Dynamics 365.

Update an email activity in Dynamics 365. Modify subject, content, or mark as completed.

Delete an email activity from Dynamics 365.

List email activities in Dynamics 365 with filtering by date, status, or related records.

Create a new lead in Dynamics 365. Requires subject (topic) and lastname. If no contact name provided, lastname defaults to ‘Contact’. Use list_leads to verify creation.

Retrieve a Dynamics 365 lead by ID or name. Accepts GUID or subject/company name. Use search_leads if multiple matches expected.

Update an existing Dynamics 365 lead. Modify contact information, qualification status, or estimated value.

Delete a Dynamics 365 lead. Consider qualifying the lead instead to preserve data.

List Dynamics 365 leads with filtering, sorting, and pagination. Find leads by status, rating, source, or custom criteria.

Search Dynamics 365 leads by text query. Find leads matching name, company, or subject.

Qualify (convert) a Dynamics 365 lead to Account, Contact, and/or Opportunity. This is the standard way to advance a lead in the sales process.

Create a new note (annotation) in Dynamics 365. Notes can include text content and file attachments, attached to any record.

Retrieve a Dynamics 365 note by ID. Returns note content including text and attachment metadata.

Update an existing Dynamics 365 note. Modify the text content, subject, or attachment.

Delete a Dynamics 365 note. This is a permanent operation.

List Dynamics 365 notes with filtering. Find notes by parent record, date, or content.

Create a new opportunity in Dynamics 365. Opportunities represent potential sales deals in your pipeline.

Retrieve a Dynamics 365 opportunity by ID. Returns full deal details including value, probability, and stage.

Update an existing Dynamics 365 opportunity. Modify deal value, probability, stage, or other fields.

Delete a Dynamics 365 opportunity. Consider closing as won/lost instead to preserve history.

List Dynamics 365 opportunities with filtering, sorting, and pagination. Find deals by stage, value, customer, or custom criteria.

Search Dynamics 365 opportunities by text query. Find deals matching name or description.

Close a Dynamics 365 opportunity as Won. Records the successful deal closure with revenue and date.

Close a Dynamics 365 opportunity as Lost. Records the unsuccessful deal closure with reason.

Retrieve a Dynamics 365 system user (owner) by ID. Get user details for record assignment or team management.

List Dynamics 365 system users (owners) with filtering. Find users for record assignment or team management.

Create a phone call activity in Dynamics 365. Log incoming or outgoing calls with notes and duration.

Retrieve a phone call activity by ID from Dynamics 365.

Update a phone call activity in Dynamics 365. Add notes, mark as completed, or update details.

Delete a phone call activity from Dynamics 365.

List phone call activities in Dynamics 365 with filtering by date, status, or related records.

Create a new task in Dynamics 365. Tasks are activities for tracking follow-up work related to accounts, contacts, leads, opportunities, or cases.

Retrieve a Dynamics 365 task by ID. Returns task details including subject, due date, priority, and related records.

Update an existing Dynamics 365 task. Modify subject, due date, priority, completion status, or other fields.

Delete a Dynamics 365 task. Consider completing or canceling instead to preserve history.

List Dynamics 365 tasks with filtering. Find tasks by status, priority, due date, or related records.

Search Dynamics 365 tasks by text query. Find tasks matching subject or description.