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Dynamics 365 (Dataverse Web API)

Your agent works in Dynamics 365 (Dataverse Web API) with your key, and never holds it.

Connect my agent to Dynamics 365 (Dataverse Web API)
  • 7 days free
  • Cancel anytime
  • Nothing to install
Kind of work
CRM and sales
How you connect
  • Sign in with your account
  • API key
  • Client ID and secret
What waits for you
Nothing, until you turn on asking

What your agent can do there

Look up and update contacts, companies and deals.

  • crm
  • sales
  • customer service
  • accounts
  • contacts
  • leads
  • opportunities
  • cases
  • dataverse
  • power apps
  • field service
  • marketing

At the provider

Technical details
Hosts
*.crm.dynamics.com, *.crm2.dynamics.com, *.crm3.dynamics.com, *.crm4.dynamics.com, *.crm5.dynamics.com, *.crm6.dynamics.com, *.crm7.dynamics.com, *.crm8.dynamics.com, *.crm9.dynamics.com, *.crm11.dynamics.com, *.crm12.dynamics.com, *.crm14.dynamics.com, *.crm15.dynamics.com, *.crm16.dynamics.com, *.crm17.dynamics.com, *.crm19.dynamics.com, *.crm20.dynamics.com, *.crm21.dynamics.com, *.crm22.dynamics.com
Key type
oauth2-ac
Key goes in
Authorization

Which calls read, write or destroy

Without a matching rule, GET, HEAD and OPTIONS read, POST, PUT and PATCH write, and DELETE and any other method destroy. A recipe rule only raises a GET the vendor changes something with to a write. No recipe rule makes a call destructive.

Token IP filtering

If the provider can limit a token to IP addresses, allow Sallyport's outbound address. The connection form shows it, ready to copy.

Open the connection form

More in CRM and sales

6

Bring a service the catalogue has never seen

Add its web address and your key, and your agent uses it like any of the 827. If your agent runs into a service you haven’t added, it sends you a link.

  • 7 days free
  • Cancel anytime
  • Nothing to install