All connectors

Dynamics 365 integration

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

Connect Dynamics 365 to Xenition and work with it from chat, from an agent, or on a schedule — alongside every other app you have connected, in one workspace.

What you can do with Dynamics 365

Ask in plain language and Xenition calls the right one:

• Create Account — Creates a new account entity record in Dynamics CRM using the Web API.
• Create Case — Creates a new case (incident) entity record in Dynamics CRM using the Web API.
• Create Contact — Creates a new contact entity record in Dynamics CRM using the Web API.
• Create Invoice — Creates a new invoice entity record in Dynamics CRM using the Web API.
• Create Lead — Creates a new lead entity record in Dynamics CRM using the Web API.
• 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.
• Create Sales Order — Creates a new sales order entity record in Dynamics CRM using the Web API.
• Dynamicscrm get all leads — Dynamicscrm get all leads
• Dynamicscrm get a invoice — Dynamicscrm get a invoice
• Dynamicscrm get a lead — Dynamicscrm get a lead
• Update Case — Updates an existing case (incident) entity record in Dynamics CRM using the Web API.
• Update Invoice — Updates an existing invoice entity record in Dynamics CRM using the Web API.
• Update Lead — Updates an existing lead entity record in Dynamics CRM using the Web API.
• 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.
• Update Sales Order — Updates an existing sales order entity record in Dynamics CRM using the Web API.
• Get all invoices action — Get all invoices action

Give an agent access to Dynamics 365

An agent you create can use Dynamics 365 on your behalf and keep working while you do something else. Every action an agent takes goes through an approval gate first, so nothing touches your Dynamics 365 account without you agreeing to it.

Other connectors

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• Zendesk
• Zoho
• Zoho Bigin

Frequently asked questions

How do I connect Dynamics 365 to Xenition?

Open the connectors directory in Xenition, find Dynamics 365, and sign in when the authorisation window opens. The connection is managed for you — there is no API key to create, paste or rotate.

What can Xenition do with Dynamics 365?

Xenition can run 16 different Dynamics 365 actions, including Create Account, Create Case, Create Contact. You ask in plain language and the right one is called for you.

Can an agent use Dynamics 365 on my behalf?

Yes. Agents can use Dynamics 365 while you do something else, and every action passes through an approval gate before it runs.

Is there a free plan?

Yes. Xenition starts free with 25,000 credits a month and no credit card, and all connectors are available on every plan.