Integration / CRM
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
About Dynamics 365
Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.
All integrations- Category
- CRM, Productivity & Project Management
- Connection
- OAuth
- Type
- Tool
- Actions
- 16
- Tags
- library
Example prompts
What you can ask Growf to do with Dynamics 365
- “Create a new sales lead for Acme Corp”
- “List all open invoices for this quarter”
- “Add a support case for a specific customer”
- “Generate a new sales order for an existing account”
Available actions
16 actions your agents can run in Dynamics 365
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 a invoice
Dynamicscrm get a invoice
Dynamicscrm get a lead
Dynamicscrm get a lead
Dynamicscrm get all leads
Dynamicscrm get all leads
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.
Put Dynamics 365 to work inside Growf.
Connect it once and every workspace, agent and workflow can use it — securely, with your team in the loop.