Microsoft Dynamics CRM

Use the Microsoft Dynamics CRM node to automate work in Microsoft Dynamics CRM, and integrate Microsoft Dynamics CRM with other applications. Mosaic Workflows has built-in support for creating, updating, deleting, and getting Microsoft Dynamics CRM accounts.

On this page, you'll find a list of operations the Microsoft Dynamics CRM node supports and links to more resources.

Credentials

Refer to Microsoft Dynamics CRM credentials for guidance on setting up authentication.

Basic Operations

  • Account
    • Create
    • Delete
    • Get
    • Get All
    • Update

What to do if your operation isn't supported

If this node doesn't support the operation you want to do, you can use the HTTP Request node to call the service's API.

You can use the credential you created for this service in the HTTP Request node:

  1. In the HTTP Request node, select Authentication > Predefined Credential Type .
  2. Select the service you want to connect to.
  3. Select your credential.