Who am ICheck the connection: returns the ID of the application user this connection acts as, with its business unit and organization.
List accountsFind accounts by name or account number, newest first, a page at a time.
Get an accountRead one account, with its industry, address and owner.
Create an accountAdd a company or organization as an account.
Update an accountChange an account's details. Only the fields you fill in are changed; blank fields are left as they are.
List contactsFind contacts by name or email, or everyone at one account, newest first.
Get a contactRead one contact, with their company and owner.
Create a contactAdd a person as a contact, optionally at an account.
Update a contactChange a contact's details. Only the fields you fill in are changed; blank fields are left as they are.
List tasksFind tasks by subject, by the account or contact they are about, or by whether they are still open.
Create a taskAdd a to-do to the activity timeline of an account or contact, with a due time and priority.
Update a taskChange a task, or move it on: choosing a status writes the state and status reason together, the way Dynamics 365 needs them. Only the fields you fill in are changed.
List notesFind notes by their title or text, or read every note on one record, newest first. An attached file's contents are not returned.
Create a noteWrite a note, on its own or attached to an account, contact, task, appointment or phone call.
List appointmentsFind appointments in a date range, on one record, or by status.
Create an appointmentPut a meeting on the timeline of an account or contact. Dynamics 365 requires both a start and an end time.
Log a phone callRecord a call on the timeline of an account or contact, either as one still to make or as one already made or received.
List activitiesEverything on a record's timeline at once: tasks, appointments, phone calls, emails and letters together, newest first. Read only.
List usersThe people in this environment, by name, email or sign-in name, so a step can find whose ID to use. Read only: users come from Microsoft Entra ID, not from this API.
Delete a recordPermanently delete an account, contact, task, note, appointment or phone call. Records that depend on it may be deleted with it, as your environment's relationship rules decide. This cannot be undone.
