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Technical Reference

Microsoft Dynamics CRM

Customer relationship management software package developed by Microsoft.

CategorySales And Crm
Authenticationcustom
Version0.4.0
Published scopes0 published scopes
Last updatedSeptember 21, 2026

Overview

Connect Microsoft Dynamics CRM with Flows360

Customer relationship management software package developed by Microsoft.

Use the Microsoft Dynamics CRM connector to include its declared actions and events in Flows360 workflows without duplicating the integration logic inside each consuming system. This pinned connector version currently exposes 5 actions and no declared triggers.

Available actions

  • Create Record
  • Delete Record
  • Get Record
  • Update Record
  • Custom API Call

Available triggers

  • No triggers are declared in this pinned package.

The capability list above is generated from the exact reviewed connector package so the public description stays aligned with the version Flows360 operates.

Technical guide

Technical reference

Package identity

  • Connector: Microsoft Dynamics CRM
  • Package: @activepieces/piece-microsoft-dynamics-crm@0.4.0
  • Exact artifact digest: sha256:4824cf7928b9496210780ba4f067333c33668f4adc2c4fd8a8403136adcb8d90
  • Runtime: Activepieces-compatible deterministic worker
  • Source: the exact reviewed Activepieces source

Authentication

OAUTH2. Connection values are tenant-specific and remain in the consuming Studio instance; CDK stores definitions and field metadata, not customer credential values.

Action contracts

  • Create Record (dynamics_crm_create_record), Creates a new record. Classification: read.
  • Delete Record (dynamics_crm_delete_record), Deletes an existing record. Classification: read.
  • Get Record (dynamics_crm_get_record), Retrieves an existing record. Classification: read.
  • Update Record (dynamics_crm_update_record), Updates an existing record. Classification: read.
  • Custom API Call (custom_api_call), Make a custom API call to a specific endpoint Classification: read.

Trigger contracts

  • No trigger delivery contracts are declared.

Verification

Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Capability summary

Authenticationcustom
Supported objects5
Supported actions5
TriggersNone published

Authentication

Authentication method: custom

Authentication profiles

connection · custom
  • Access token Required · protected credential
  • Cloud Environment Required
  • Host URL (without trailing slash) Required
  • Tenant ID Required
  • Proxy URL with Port Optional

Supported objects

ObjectReadWriteNotes
Create Record Yes No Creates a new record.
Delete Record Yes No Deletes an existing record.
Get Record Yes No Retrieves an existing record.
Update Record Yes No Updates an existing record.
Custom API Call Yes No Make a custom API call to a specific endpoint

Supported actions

Create Record · Read

Creates a new record.

dynamics_crm_create_record · Risk: low · Retry: safe

Inputs

  • entityType · string · Required, Select or map the entity for which you want to create the record.
  • fields · object · Required
Delete Record · Read

Deletes an existing record.

dynamics_crm_delete_record · Risk: low · Retry: safe

Inputs

  • entityType · string · Required, Select or map the entity name whose records you want to delete.
  • recordId · string · Required
Get Record · Read

Retrieves an existing record.

dynamics_crm_get_record · Risk: low · Retry: safe

Inputs

  • entityType · string · Required, Select or map the entity name whose records you want to retrieve.
  • recordId · string · Required
Update Record · Read

Updates an existing record.

dynamics_crm_update_record · Risk: low · Retry: safe

Inputs

  • entityType · string · Required, Select or map the entity for which you want to update the record.
  • recordId · string · Required
  • fields · object · Required
Custom API Call · Read

Make a custom API call to a specific endpoint

custom_api_call · Risk: low · Retry: safe

Inputs

  • url · object · Required
  • method · string · Required
  • headers · object · Optional, Authorization headers are injected automatically from your connection.
  • queryParams · object · Optional, Appended to the URL as ?key=value.
  • body_type · string · Optional
  • body · object · Optional
  • response_is_binary · boolean · Optional, Enable for files like PDFs, images, etc.
  • failsafe · boolean · Optional, On a failed request, output the error instead of failing the step.
  • timeout · number · Optional, Seconds to wait for a response. Empty: up to the flow limit (10 min).
  • followRedirects · boolean · Optional, Follow 3xx redirects instead of returning them as the response.

Setup

Setup

  1. Add the Microsoft Dynamics CRM connector to the workflow in the target Flows360 Studio instance.
  2. Create or select the tenant-specific connection required by the connector. Connection secrets remain in the Studio connection boundary and are not copied into CDK documentation.
  3. Provide the connection fields declared by the pinned package:
  • Cloud Environment (cloud), required.
  • Host URL (without trailing slash) (hostUrl), required.
  • Tenant ID (tenantId), required.
  • Proxy URL with Port (proxyUrl), optional.

OAuth scopes

  • {hostUrl}/.default
  • openid
  • email
  • profile
  • offline_access
  1. Select the required action or trigger and complete its declared input fields. Required and optional inputs are defined by the exact package schema.
  2. Test the workflow in the appropriate environment before enabling production scheduling or event delivery.

Limitations

Limitations and operational notes

  • This content describes @activepieces/piece-microsoft-dynamics-crm@0.4.0; provider behaviour can change independently and should be revalidated when the provider or connector version changes.
  • Only the 5 actions and 0 triggers declared by this pinned package are represented here.
  • Tenant credentials and connection values are not stored in the public connector record.
  • Provider-side permissions, account entitlements, quotas and rate limits remain subject to the connected provider account and are not inferred when the package does not declare them.
  • Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Troubleshooting

Why canu2019t the connector authenticate?

Check the tenant connection in Studio and confirm every required Microsoft Dynamics CRM connection field is present. Re-authorise OAuth-based connections if the provider token or consent has expired. Do not place credential values in CDK content or logs.

Why is an action or trigger unavailable?

Confirm that the workflow is using @activepieces/piece-microsoft-dynamics-crm@0.4.0 and compare the requested capability with the declared action and trigger list for this version. A capability that is not declared by the pinned package should not be presented as supported.

What should I check after a provider-side change?

Revalidate authentication, required fields, action/trigger behaviour and provider documentation before publishing refreshed connector content or moving a new package version into production.

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