Reference

Create Account

Add a new customer or company account to your Dynamics 365 system so you can track interactions, opportunities, and business relationships in one centralized place.

Create Case

Generate a new support ticket or incident record in your CRM to track customer issues and manage resolution workflows. This helps you organize and prioritize customer problems from initial report through resolution.

Update Case

Modify an existing customer support case in Dynamics 365 to reflect status changes, new information, or resolution details. This keeps your support records current and ensures your team has accurate case information for customer follow-up.

Create Contact

Adds a new contact to your Dynamics 365 CRM system, allowing you to store and organize customer information in a centralized database.

Create Invoice

Generate new invoice records in your CRM system to document sales transactions and track customer billing. This automatically creates invoices that integrate with your customer data and sales records.

Dynamicscrm get a invoice

Retrieve detailed information about a specific invoice from your Dynamics 365 system, including amounts, dates, line items, and payment status to track and manage your billing.

Get all invoices action

Retrieve all invoices from your Dynamics 365 system to view complete billing records and transaction history. This helps you monitor outstanding payments, track revenue, and manage accounts receivable across all clients.

Update Invoice

Modify invoice details in your Dynamics 365 system, such as amounts, due dates, line items, or status, to keep your financial records accurate and up-to-date.

Create Lead

Add a new lead to your Dynamics 365 CRM system to track and manage potential customers. This helps you capture prospect information and organize your sales pipeline in one centralized location.

Dynamicscrm get all leads

Retrieves all leads from your Dynamics 365 database so you can review, analyze, and take action on your sales pipeline. This helps you stay on top of all potential customers without manually searching through your CRM.

Update Lead

Modify lead information in your Dynamics 365 CRM when details change, such as contact info, company details, or lead status, keeping your customer database current and accurate.

Dynamicscrm get a lead

Retrieve detailed information about a specific lead in your Dynamics 365 CRM system, including contact details, company information, and interaction history. Use this to view lead profiles and assess their sales readiness.

Create Opportunity

Creates a new sales opportunity record in Dynamics 365 to track potential deals and revenue prospects. This helps you document and manage customer interactions that could turn into actual sales.

Update Opportunity

Modify details of an existing sales opportunity in Dynamics 365, such as deal value, stage, or expected close date, to keep your pipeline current and accurate.

Create Sales Order

Generate a new sales order in your CRM system to track customer purchases and manage the complete order-to-fulfillment process.

Update Sales Order

Modify an existing sales order in your CRM system to reflect changes in order details, quantities, or customer information. This keeps your sales records accurate and up-to-date without creating duplicate orders.