Microsoft Dynamics 365

Authentication Type: OAuth Description: Manage customer accounts and relationships through Microsoft Dynamics 365 CRM platform.

Beta Notice

This tool is currently in beta testing and not yet available for general use.

To get the Microsoft Dynamics 365 tool added to your Cotera workspace, please contact our support team at support.cotera.co.

Account

Manage customer accounts and organizational relationships.

Create Account

Create an account to add new customer or organization records with contact details, industry information, and relationship data.

Operation Type: Mutation (Write)

Delete Account

Delete an account to remove customer or organization records from your CRM database.

Operation Type: Mutation (Write)

Get Account

Get an account to retrieve detailed information about a specific customer or organization including contact data, activities, and relationship history.

Operation Type: Query (Read)

Get All Accounts

Get all accounts to retrieve a list of all customer and organization records with filtering and search capabilities.

Operation Type: Query (Read)

Update Account

Update an account to modify customer information, relationship status, industry classification, or contact details.

Operation Type: Mutation (Write)