What actions can I run in Microsoft Dynamics CRM?

69 actions are available, including "Describe Table", "Get Account", and "Get Appointment", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Microsoft Dynamics CRM Integrations

CRM on Dataverse — generic table CRUD, search, and record watches for Dynamics 365 and Power Apps. Keep Microsoft Dynamics CRM contacts, deals, and pipeline events in sync with the rest of your stack.

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Watch RecordsTriggers when rows of the selected table are created or updated.
Describe TableReturns metadata for one table.
Get AccountReturns a single account.
Get AppointmentReturns a single appointment.
Get CaseReturns a single case.
Get ContactReturns a single contact.
Get EmailReturns a single email.
Get LeadReturns a single lead.
Get OpportunityReturns a single opportunity.
Get Phone CallReturns a single phone call.
Get RecordReturns a single row by ID.
Get Related RecordsRetrieves related rows across a collection-valued relationship.
Get TaskReturns a single task.
Get UserReturns a single user.
List AccountsRetrieves a list of accounts.
List AppointmentsRetrieves a list of appointments.
List CasesRetrieves a list of cases.
List ColumnsRetrieves column definitions for a table.
List ContactsRetrieves a list of contacts.
List EmailsRetrieves a list of emails.
List LeadsRetrieves a list of leads.
List OpportunitiesRetrieves a list of opportunitys.
List Phone CallsRetrieves a list of phone calls.
List RecordsRetrieves rows from the selected table.
List TablesRetrieves table definitions available to the user.
List TasksRetrieves a list of tasks.
List UsersRetrieves a list of users.
Query FetchXMLRetrieves rows that match a FetchXML query.
Search RecordsSearches records across tables by relevance.
Who Am IReturns the current user’s Dataverse user ID.
Associate RecordsAssociates two rows through a relationship.
Create AccountCreates a account.
Create AppointmentCreates a appointment.
Create CaseCreates a case.
Create ContactCreates a contact.
Create EmailCreates a email.
Create LeadCreates a lead.
Create OpportunityCreates a opportunity.
Create Phone CallCreates a phone call.
Create RecordCreates a row in the selected table.
Create TaskCreates a task.
Create UserCreates a user.
Delete AccountDeletes a account.
Delete AppointmentDeletes a appointment.
Delete CaseDeletes a case.
Delete ContactDeletes a contact.
Delete EmailDeletes a email.
Delete LeadDeletes a lead.
Delete OpportunityDeletes a opportunity.
Delete Phone CallDeletes a phone call.
Delete RecordDeletes a row.
Delete TaskDeletes a task.
Delete UserDeletes a user.
Disassociate RecordsRemoves an association between two rows.
Execute ActionRuns a Dataverse Web API action.
Execute BatchRuns several operations in one batch request.
Execute FunctionRuns a Dataverse Web API function.
Make an API CallPerforms an arbitrary authorized API call.
Update AccountUpdates a account.
Update AppointmentUpdates a appointment.
Update CaseUpdates a case.
Update ContactUpdates a contact.
Update EmailUpdates a email.
Update LeadUpdates a lead.
Update OpportunityUpdates a opportunity.
Update Phone CallUpdates a phone call.
Update RecordUpdates columns on a row.
Update TaskUpdates a task.
Update UserUpdates a user.
Upsert RecordInserts or updates a row.

When to use Microsoft Dynamics CRM

Common scenarios where Microsoft Dynamics CRM automation saves time and reduces manual work.

Use Microsoft Dynamics CRM's "Watch Records" trigger to react the instant an event occurs and push data into connected tools.
Automate "Get Account" in Microsoft Dynamics CRM as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Get Account" from Microsoft Dynamics CRM with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Frequently asked questions

Common questions about automating Microsoft Dynamics CRM in your workflows.

Microsoft Dynamics CRM has 1 trigger, including "Watch Records". Use them to start workflows the moment Microsoft Dynamics CRM events fire — no polling required.

Microsoft Dynamics CRM Integrations

When to use Microsoft Dynamics CRM

Frequently asked questions

Microsoft Dynamics CRM Integrations

When to use Microsoft Dynamics CRM

Connect Microsoft Dynamics CRM to any app in workflows

Frequently asked questions

Connect Microsoft Dynamics CRM to any app in workflows

Connect Microsoft Dynamics CRM to any app in workflows

Connect Microsoft Dynamics CRM to any app in workflows

Microsoft Dynamics CRM Integrations

Microsoft Dynamics CRM triggers and actions

When to use Microsoft Dynamics CRM

Frequently asked questions

What triggers does Microsoft Dynamics CRM support?

What actions can I run in Microsoft Dynamics CRM?

Do I need to write code to automate this?

Is the integration secure?

Microsoft Dynamics CRM Integrations

Microsoft Dynamics CRM triggers and actions

When to use Microsoft Dynamics CRM

Connect Microsoft Dynamics CRM to any app in workflows

Frequently asked questions

What triggers does Microsoft Dynamics CRM support?

What actions can I run in Microsoft Dynamics CRM?

Do I need to write code to automate this?

Is the integration secure?

Connect Microsoft Dynamics CRM to any app in workflows

Connect Microsoft Dynamics CRM to any app in workflows

Connect Microsoft Dynamics CRM to any app in workflows