Dynamics 365

Overview

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform. With the integration in SquadOS, your agents can create and update accounts, contacts, leads, opportunities, invoices, cases, and sales orders directly in Dynamics CRM via the Web API — automating end-to-end business workflows without manual intervention.

• Official website: https://www.microsoft.com/dynamics-365/
• Composio documentation: docs.composio.dev/toolkits/dynamics365

Authentication

This tool uses OAuth 2.0 (OAUTH2) to connect.

You will need to authorize access to your Microsoft/Dynamics 365 account through the OAuth flow managed by Composio. No manual API key is required — Composio handles token acquisition and renewal.

How to connect in SquadOS

1. Go to Tools in the side menu (/admin/tools).
2. Open the Available tab and search for Dynamics 365.
3. Click the card to open the details modal and hit Connect.
4. You’re taken to the secure connection page hosted by Composio, where you authorize access to your Microsoft account with the required Dynamics 365 permissions.
5. Once done, you’re sent back to SquadOS with the account connected and the tool available for your agents. (Connection-flow details in Organization Tools.)

Available actions

Create Account

DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT

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

Input parameters

Name	Type	Required	Description
name	string	No	The name of the new account to be created.
revenue	number	No	The revenue associated with the account.
user_id	string	No	The user’s ID or ‘me’ for the authenticated user.
description	string	No	A description of the account.
creditonhold	boolean	No	Indicates whether the account is on credit hold.
accountcategorycode	integer	No	The category code of the account.

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Create Case

DYNAMICS365_DYNAMICSCRM_CREATE_CASE

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

Input parameters

Name	Type	Required	Description
title	string	No	The subject or title of the case.
user_id	string	No	The user’s ID or ‘me’ for the authenticated user.
account_id	string	No	A reference to the related account. Format: ‘/accounts(GUID)‘
contact_id	string	No	A reference to the related contact. Format: ‘/contacts(GUID)‘
description	string	No	A detailed description of the issue or inquiry.
prioritycode	integer	No	The priority level of the case (e.g., 1 for Low, 2 for Normal, 3 for High).
caseorigincode	integer	No	The source of the case. Valid values: 1 (Phone), 2 (Email), 3 (Web).

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Create Contact

DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT

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

Input parameters

Name	Type	Required	Description
user_id	string	No	The user’s ID or ‘me’ for the authenticated user.
jobtitle	string	No	The job title of the contact.
lastname	string	No	The last name of the contact.
firstname	string	No	The first name of the contact.
telephone1	string	No	The primary telephone number of the contact.
mobilephone	string	No	The mobile phone number of the contact.
address1_city	string	No	The city of the contact’s address.
emailaddress1	string	No	The primary email address of the contact.
address1_country	string	No	The country of the contact’s address.
address1_postalcode	string	No	The postal code of the contact’s address.
address1_stateorprovince	string	No	The state or province of the contact’s address.

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Create Invoice

DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE

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

Input parameters

Name	Type	Required	Description
name	string	No	The name or number of the invoice.
user_id	string	No	The user’s ID or ‘me’ for the authenticated user.
account_id	string	No	A reference to the related account. Format: ‘/accounts(GUID)‘
currency_id	string	No	A reference to the currency for the transaction. Format: ‘/transactioncurrencies(GUID)‘
description	string	No	A description of the invoice.
price_level_id	string	No	A reference to the price list. Format: ‘/pricelevels(GUID)‘

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Create Lead

DYNAMICS365_DYNAMICSCRM_CREATE_LEAD

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

Input parameters

Name	Type	Required	Description
subject	string	No	A brief description or title for the lead.
user_id	string	No	The user’s ID or ‘me’ for the authenticated user. Set explicitly when creating leads on behalf of other users in multi-user or automated workflows.
lastname	string	No	The last name of the lead.
firstname	string	No	The first name of the lead.
telephone1	string	No	The primary telephone number of the lead.
companyname	string	No	The company name associated with the lead. May be enforced as required by some CRM configurations; omitting it can cause the request to be rejected.
emailaddress1	string	No	The primary email address of the lead.

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

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.

Input parameters

Name	Type	Required	Description
name	string	Yes	The name or title of the opportunity. This is a required field.
description	string	No	A brief description of the opportunity.
estimatedvalue	number	No	The anticipated revenue from the opportunity.
estimatedclosedate	string	No	The expected close date of the opportunity in ‘YYYY-MM-DD’ format.
customer_account_id	string	No	The GUID of the related account (without curly braces). Optional.
customer_contact_id	string	No	The GUID of the related contact (without curly braces). Optional.

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Create Sales Order

DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER

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

Input parameters

Name	Type	Required	Description
name	string	No	The name of the sales order.
user_id	string	No	The user’s ID or ‘me’ for the authenticated user.
account_id	string	No	A reference to the related account. Format: ‘/accounts(GUID)‘
currency_id	string	No	A reference to the currency for the transaction. Format: ‘/transactioncurrencies(GUID)‘
description	string	No	A description of the sales order.
price_level_id	string	No	A reference to the price list. Format: ‘/pricelevels(GUID)‘

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Get Invoice

DYNAMICS365_DYNAMICSCRM_GET_A_INVOICE

Retrieves the data of a specific invoice in Dynamics CRM by its identifier.

Input parameters

Name	Type	Required	Description
invoice_id	string	Yes	The ID of the invoice to retrieve.

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Get Lead

DYNAMICS365_DYNAMICSCRM_GET_A_LEAD

Retrieves the data of a specific lead in Dynamics CRM by its identifier.

Input parameters

Name	Type	Required	Description
lead_id	string	Yes	The ID of the lead to retrieve (GUID format). Use the value exactly as returned by Dynamics CRM tools — do not reformat or truncate.

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Get All Leads

DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS

Returns a list of leads from Dynamics CRM with support for pagination, filters, and sorting.

Input parameters

Name	Type	Required	Description
top	integer	No	Maximum number of leads to return.
skip	integer	No	Number of leads to skip for pagination.
filter	string	No	OData filter criteria for leads (e.g., contains(fullname,'John')). Date filters require ISO 8601 format (e.g., createdon gt 2024-01-01T00:00:00Z).
select	string	No	Comma-separated list of fields to return (e.g., fullname,emailaddress1).
orderby	string	No	Field to order by (e.g., createdon desc).

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Update Case

DYNAMICS365_DYNAMICSCRM_UPDATE_CASE

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

Input parameters

Name	Type	Required	Description
title	string	No	The subject or title of the case.
case_id	string	Yes	The unique identifier (GUID) of the case to update.
user_id	string	No	The user’s ID or ‘me’ for the authenticated user.
statuscode	integer	No	The current status of the case (e.g., 1 for Active, 2 for In Progress, 3 for Resolved).
description	string	No	A detailed description of the issue or inquiry.
prioritycode	integer	No	The priority level of the case (e.g., 1 for High, 2 for Normal, 3 for Low).

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Update Invoice

DYNAMICS365_DYNAMICSCRM_UPDATE_INVOICE

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

Input parameters

Name	Type	Required	Description
name	string	No	The updated name or number of the invoice.
duedate	string	No	The updated due date for the invoice in YYYY-MM-DD format.
user_id	string	No	The user’s ID or ‘me’ for the authenticated user.
invoice_id	string	Yes	The unique identifier (GUID) of the invoice to update.
description	string	No	The updated description of the invoice.
totalamount	number	No	The updated total amount for the invoice.

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Update Lead

DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD

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

Input parameters

Name	Type	Required	Description
lead_id	string	Yes	The unique identifier (GUID) of the lead to update. Must be passed exactly as returned by Dynamics CRM lookup tools — no added braces or modified dash formatting.
subject	string	No	A brief description or title for the lead.
user_id	string	No	The user’s ID or ‘me’ for the authenticated user.
lastname	string	No	Last name of the lead.
firstname	string	No	First name of the lead.
telephone1	string	No	Primary phone number of the lead.
companyname	string	No	Name of the company associated with the lead.
emailaddress1	string	No	Primary email address of the lead.

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

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.

Input parameters

Name	Type	Required	Description
name	string	No	The name or title of the opportunity.
user_id	string	No	The user’s ID or ‘me’ for the authenticated user.
description	string	No	A brief description of the opportunity.
estimatedvalue	number	No	The anticipated revenue from the opportunity.
opportunity_id	string	Yes	The unique identifier (GUID) of the opportunity to update. Use the GUID exactly as returned by CRM lookup or list tools — reformatting the value will cause the update to fail.
salesstagecode	integer	No	The current sales stage (e.g., 1 for Qualify, 2 for Develop, 3 for Propose).
estimatedclosedate	string	No	The expected close date of the opportunity in ‘YYYY-MM-DD’ format.
opportunityratingcode	integer	No	The rating of the opportunity (e.g., 1 for Cold, 2 for Warm, 3 for Hot).

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Update Sales Order

DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER

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

Input parameters

Name	Type	Required	Description
name	string	No	The updated name of the sales order.
user_id	string	No	The user’s ID or ‘me’ for the authenticated user.
description	string	No	The updated description of the sales order.
freightamount	number	No	The updated freight or shipping cost for the order.
salesorder_id	string	Yes	The unique identifier (GUID) of the sales order to update.
discountamount	number	No	The updated discount amount for the order.

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.

Get All Invoices

DYNAMICS365_GET_ALL_INVOICES_ACTION

Returns a list of invoices from Dynamics CRM with support for pagination, filters, and sorting.

Input parameters

Name	Type	Required	Description
top	integer	No	Maximum number of invoices to return.
skip	integer	No	Number of invoices to skip for pagination.
filter	string	No	OData filter criteria for invoices (e.g., contains(customerName,'Contoso')).
select	string	No	Comma-separated list of fields to return (e.g., invoiceid,name,totalamount).
orderby	string	No	Field to order by (e.g., createdon desc).

Output

Name	Type	Required	Description
data	string	Yes	Data from the action execution.
error	string	No	Error if any occurred during the execution of the action.
successful	boolean	Yes	Whether or not the action execution was successful.