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Catalogue metadata onlycrmv20260724_00

DYNAMICS365

Dynamics 365

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

16

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
OAUTH2 · managed upstream

OAUTH2

microsoft_dynamics_365_crm_oauth

Upstream managed

Developer setup

  • Client idclient_id · stringRequired
  • Client secretclient_secret · stringRequired
  • Redirect URIoauth_redirect_uri · stringOptional
  • Scopesscopes · stringOptional

User connection

  • Dynamics 365 Organization Namesubdomain · stringRequired
  • Dynamics 365 Environment Hostregion · stringOptional
  • Microsoft Tenant IDissuer · stringOptional

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.
Actions (16)Triggers (0)

Showing 1–16 of 16 actions

Create Account

DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT

Creates a new account entity record in Dynamics CRM using the Web API.

Untrusted display-only summary

Create Case

DYNAMICS365_DYNAMICSCRM_CREATE_CASE

Creates a new case (incident) entity record in Dynamics CRM using the Web API.

Untrusted display-only summary

Create Contact

DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT

Creates a new contact entity record in Dynamics CRM using the Web API.

Untrusted display-only summary

Create Invoice

DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE

Creates a new invoice entity record in Dynamics CRM using the Web API.

Untrusted display-only summary

Create Lead

DYNAMICS365_DYNAMICSCRM_CREATE_LEAD

Creates a new lead entity record in Dynamics CRM using the Web API.

Untrusted display-only summary

Create Opportunity

DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY

Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.

Untrusted display-only summary

Create Sales Order

DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER

Creates a new sales order entity record in Dynamics CRM using the Web API.

Untrusted display-only summary

Dynamicscrm get a invoice

DYNAMICS365_DYNAMICSCRM_GET_A_INVOICE

Dynamicscrm get a invoice

Untrusted display-only summary

Dynamicscrm get a lead

DYNAMICS365_DYNAMICSCRM_GET_A_LEAD

Dynamicscrm get a lead

Untrusted display-only summary

Dynamicscrm get all leads

DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS

Dynamicscrm get all leads

Untrusted display-only summary

Update Case

DYNAMICS365_DYNAMICSCRM_UPDATE_CASE

Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

Untrusted display-only summary

Update Invoice

DYNAMICS365_DYNAMICSCRM_UPDATE_INVOICE

Updates an existing invoice entity record in Dynamics CRM using the Web API.

Untrusted display-only summary

Update Lead

DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD

Updates an existing lead entity record in Dynamics CRM using the Web API.

Untrusted display-only summary

Update Opportunity

DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY

Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.

Untrusted display-only summary

Update Sales Order

DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER

Updates an existing sales order entity record in Dynamics CRM using the Web API.

Untrusted display-only summary

Get all invoices action

DYNAMICS365_GET_ALL_INVOICES_ACTION

Get all invoices action

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.