v1.0.0 to v1.0.0

---

name: microsoft-dynamics

description: |

Microsoft Dynamics CRM integration via Apideck's CRM unified API — same methods work across every connector in CRM, switch by changing `serviceId`. Use when the user wants to read, write, or search contacts, companies, leads, opportunities, activities, and pipelines in Microsoft Dynamics CRM. Routes through Apideck with serviceId "microsoft-dynamics".

license: Apache-2.0

alwaysApply: false

metadata:

author: apideck

version: "1.0.0"

serviceId: microsoft-dynamics

unifiedApis: ["crm"]

authType: oauth2

tier: "1c"

verified: true

---

# Microsoft Dynamics CRM (via Apideck)

Access Microsoft Dynamics CRM through Apideck's **CRM** unified API — one of 21 CRM connectors that share the same method surface. Code you write here ports to Odoo, Salesforce, HubSpot and 17 other CRM connectors by changing a single `serviceId` string. Apideck handles auth, pagination, rate limiting, and retries so you don't write per-tenant Microsoft Dynamics CRM plumbing.

## Quick facts

- **Apideck serviceId:** `microsoft-dynamics`

- **Unified API:** CRM

- **Auth type:** oauth2

- **Apideck setup guide:** [Connection guide](https://developers.apideck.com/connectors/microsoft-dynamics/docs/consumer+connection)

- **Gotchas:** [page](https://developers.apideck.com/apis/crm/microsoft-dynamics/gotchas)

- **Microsoft Dynamics CRM docs:** https://learn.microsoft.com/dynamics365/

- **Homepage:** https://dynamics.microsoft.com/en-us/

## When to use this skill

Activate this skill when the user explicitly wants to work with **Microsoft Dynamics CRM** — for example, "pull contacts in Microsoft Dynamics CRM" or "sync leads in Microsoft Dynamics CRM". This skill teaches the agent:

1. Which Apideck unified API covers Microsoft Dynamics CRM (CRM)

2. The correct `serviceId` to pass on every call (`microsoft-dynamics`)

3. Microsoft Dynamics CRM-specific auth and coverage caveats

For the full method surface (parameters, pagination, filtering), use your language SDK skill:

- [`apideck-node`](../../skills/apideck-node/), [`apideck-python`](../../skills/apideck-python/), [`apideck-dotnet`](../../skills/apideck-dotnet/), [`apideck-java`](../../skills/apideck-java/), [`apideck-go`](../../skills/apideck-go/), [`apideck-php`](../../skills/apideck-php/), or [`apideck-rest`](../../skills/apideck-rest/)

For the raw OpenAPI spec:

- **CRM:** [https://specs.apideck.com/crm.yml](https://specs.apideck.com/crm.yml) · [API Explorer](https://developers.apideck.com/api-explorer?id=crm)

## Minimal example (TypeScript)

```typescript

import { Apideck } from "@apideck/unify";

const apideck = new Apideck({

apiKey: process.env.APIDECK_API_KEY,

appId: process.env.APIDECK_APP_ID,

consumerId: "your-consumer-id",

});

// List contacts in Microsoft Dynamics CRM

const { data } = await apideck.crm.contacts.list({

serviceId: "microsoft-dynamics",

});

```

## Portable across 21 CRM connectors

The Apideck **CRM** unified API exposes the same methods for every connector in its catalog. Switching from Microsoft Dynamics CRM to another CRM connector is a one-string change — no rewrite, no new SDK.

```typescript

// Today — Microsoft Dynamics CRM

await apideck.crm.contacts.list({ serviceId: "microsoft-dynamics" });

// Tomorrow — same code, different connector

await apideck.crm.contacts.list({ serviceId: "odoo" });

await apideck.crm.contacts.list({ serviceId: "salesforce" });

```

This is the compounding advantage of using Apideck over integrating Microsoft Dynamics CRM directly: code against the unified CRM API once, gain access to every connector in it. New connectors Apideck adds become available to your app without code changes.

## Authentication

- **Type:** OAuth 2.0

- **Managed by:** Apideck Vault — Apideck handles the full OAuth dance (authorization code flow, token exchange, refresh). Never ask the user for API keys or tokens directly.

- **User setup:** Users authorize via the Vault modal. Connection state progresses `available → added → authorized → callable`.

- **Token refresh:** automatic. Expired tokens are refreshed transparently on the next API call.

**Setup guide:** Apideck publishes a step-by-step guide for registering an OAuth app / configuring credentials for Microsoft Dynamics CRM — see [https://developers.apideck.com/connectors/microsoft-dynamics/docs/consumer+connection](https://developers.apideck.com/connectors/microsoft-dynamics/docs/consumer+connection). Use that as the authoritative source when walking users through connection setup.

See [`apideck-best-practices`](../../skills/apideck-best-practices/) for Vault setup, connection lifecycle, and handling re-auth flows.

## Verifying coverage

Not every CRM operation is supported by every connector. Always verify before assuming a method works:

```bash

curl 'https://unify.apideck.com/connector/connectors/microsoft-dynamics' \

-H "Authorization: Bearer ${APIDECK_API_KEY}" \

-H "x-apideck-app-id: ${APIDECK_APP_ID}"

```

See [`apideck-connector-coverage`](../../skills/apideck-connector-coverage/) for patterns around `UnsupportedOperationError` and connector-specific fallbacks.

## Escape hatch: Proxy API

When an endpoint isn't covered by the CRM unified API, use Apideck's Proxy to call Microsoft Dynamics CRM directly — Apideck injects auth headers and handles token refresh. Set `x-apideck-downstream-url` to the target endpoint on Microsoft Dynamics CRM's own API:

```bash

curl 'https://unify.apideck.com/proxy' \

-H "Authorization: Bearer ${APIDECK_API_KEY}" \

-H "x-apideck-app-id: ${APIDECK_APP_ID}" \

-H "x-apideck-consumer-id: ${CONSUMER_ID}" \

-H "x-apideck-service-id: microsoft-dynamics" \

-H "x-apideck-downstream-url: <target endpoint on Microsoft Dynamics CRM>" \

-H "x-apideck-downstream-method: GET"

```

See [Microsoft Dynamics CRM's API docs](https://learn.microsoft.com/dynamics365/) for available endpoints.

## Sibling connectors

Other **CRM** connectors that share this unified API surface (same method signatures, just change `serviceId`):

[`odoo`](../odoo/) *(beta)*, [`salesforce`](../salesforce/), [`hubspot`](../hubspot/), [`pipedrive`](../pipedrive/), [`zoho-crm`](../zoho-crm/), [`activecampaign`](../activecampaign/), [`close`](../close/), [`teamleader`](../teamleader/), and 12 more.

## See also

- [Apideck connection guide for Microsoft Dynamics CRM](https://developers.apideck.com/connectors/microsoft-dynamics/docs/consumer+connection)

- [CRM OpenAPI spec](https://specs.apideck.com/crm.yml) · [API Explorer](https://developers.apideck.com/api-explorer?id=crm)

- [`apideck-connector-coverage`](../../skills/apideck-connector-coverage/) — programmatic coverage checks

- [`apideck-best-practices`](../../skills/apideck-best-practices/) — architecture, Vault, pagination, error handling

- [`apideck-node`](../../skills/apideck-node/) — TypeScript / Node SDK patterns

- [Microsoft Dynamics CRM official docs](https://learn.microsoft.com/dynamics365/)