Requirements
To use Microsoft Dynamics CRM on WEXTL you need an active account and OAuth client credentials, granted by signing in with your account.[3]
Get your Microsoft Dynamics CRM credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Environment URLurlRequired
Organization URL from Power Platform Developer resources — through .com, no /api/data, no trailing slash. Example: https://contoso.api.crm.dynamics.com.
[1] - TenanttextRequired
Entra tenant ID, or common / organizations.
[1] - Client IDtextRequired
Application (client) ID from the Entra app registration.
[1] - Client SecretpasswordRequired
Client secret value from Certificates & secrets.
[1]
Connect Microsoft Dynamics CRM in WEXTL
- Log in to your WEXTL account, add the Microsoft Dynamics CRM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Microsoft Dynamics CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Microsoft Dynamics CRM node modules
The list below is a reference of every Microsoft Dynamics CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Open any Microsoft Dynamics CRM node module below to inspect its input parameters, outputs, and connection requirements.
Watch RecordsTrigger
| Field | Type |
|---|---|
| OData ETag | text |
| Modified On | date |
| Created On | date |
| Record ID | text |
Describe TableSearch
Get AccountSearch
Get AppointmentSearch
Get CaseSearch
Get ContactSearch
Get EmailSearch
Get LeadSearch
Get OpportunitySearch
Get Phone CallSearch
Get RecordSearch
Get Related RecordsSearch
Get TaskSearch
Get UserSearch
List AccountsSearch
List AppointmentsSearch
List CasesSearch
List ColumnsSearch
List ContactsSearch
List EmailsSearch
List LeadsSearch
List OpportunitiesSearch
List Phone CallsSearch
List RecordsSearch
List TablesSearch
List TasksSearch
List UsersSearch
Query FetchXMLSearch
Search RecordsSearch
Who Am ISearch
| Field | Type |
|---|---|
| Business Unit ID | text |
| User ID | text |
| Organization ID | text |
Associate RecordsAction
| Field | Type |
|---|---|
TableRequired | choice |
Record IDRequired | text |
Navigation PropertyRequired | text |
Related Record URLRequired | url |
Create AccountAction
Create AppointmentAction
Create CaseAction
Create ContactAction
Create EmailAction
Create LeadAction
Create OpportunityAction
Create Phone CallAction
Create RecordAction
Create TaskAction
Create UserAction
Delete AccountAction
| Field | Type |
|---|---|
Account IDRequired | text |
Delete AppointmentAction
| Field | Type |
|---|---|
Appointment IDRequired | text |
Delete CaseAction
| Field | Type |
|---|---|
Case IDRequired | text |
Delete ContactAction
| Field | Type |
|---|---|
Contact IDRequired | text |
Delete EmailAction
| Field | Type |
|---|---|
Email IDRequired | text |
Delete LeadAction
| Field | Type |
|---|---|
Lead IDRequired | text |
Delete OpportunityAction
| Field | Type |
|---|---|
Opportunity IDRequired | text |
Delete Phone CallAction
| Field | Type |
|---|---|
Phone Call IDRequired | text |
Delete RecordAction
| Field | Type |
|---|---|
TableRequired | choice |
Record IDRequired | text |
Delete TaskAction
| Field | Type |
|---|---|
Task IDRequired | text |
Delete UserAction
| Field | Type |
|---|---|
User IDRequired | text |
Disassociate RecordsAction
| Field | Type |
|---|---|
TableRequired | choice |
Record IDRequired | text |
Navigation PropertyRequired | text |
Related Record IDRequired | text |
Execute ActionAction
Execute BatchAction
Execute FunctionAction
Make an API Calluniversal
Update AccountAction
Update AppointmentAction
Update CaseAction
Update ContactAction
Update EmailAction
Update LeadAction
Update OpportunityAction
Update Phone CallAction
Update RecordAction
Update TaskAction
Update UserAction
Templates
Look for Microsoft Dynamics CRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Bigin[2]Simple pipeline-based CRM for small businesses, by Zoho.
- CirqllSimple CRM for SMBs to manage contacts, deals, tasks, and customer follow-up.
- Close CRMSales CRM built for closing deals with calling and email built in.
- Capsule CRMCRM for contacts, sales pipelines, projects, and tasks.
- BloomerangNonprofit CRM — constituents, donations, campaigns, and households.
References
- WEXTL® Microsoft Dynamics CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Microsoft Dynamics CRM.
- WEXTL® visual workflow builder data.
Last updated: Sep 1, 2026 12:50