Microsoft Dynamics 365

Connect to Dataverse and query CRM data.

The Dynamics365ResourceClient allows you to connect to Microsoft Dynamics 365 (Dataverse) and interact with CRM data including accounts, contacts, opportunities, and custom entities.

Usage

import { myDynamicsClient } from "./clients";

const result = await myDynamicsClient.invoke(
  "GET",
  "/api/data/v9.2/accounts",
  "list-accounts",
  {
    query: { $top: "50" },
  }
);

if (result.ok && result.result.body.kind === "json") {
  console.log("Accounts:", result.result.body.value);
}

Authentication

When creating a Dynamics 365 connector, you need to provide:

1. Instance URL — your organization’s Dataverse endpoint (e.g., https://myorg.crm.dynamics.com)
2. OAuth Scope — choose your access level:
   • Read-only — query Dataverse entities without modification
   • Read-write — query and update Dataverse data
   • Custom — configure specific permissions manually

The OAuth flow redirects to Microsoft to authenticate your account. Major securely stores the token and handles authentication for all API requests.

Inputs

The invoke method accepts the following arguments:

method · string · required

The HTTP method to use: "GET", "POST", "PATCH", or "DELETE".

path · string · required

The Dataverse Web API path (e.g., /api/data/v9.2/accounts, /api/data/v9.2/contacts).

invocationKey · string · required

A unique identifier for this operation.

options · object

Optional configuration object.

Show properties

query · Record<string, string | string[]>

Query parameters. Use OData syntax (e.g., $filter, $select, $top, $skip).

body · object

The request body. Only JSON is supported.

Show properties

type · "json" · required

value · unknown · required

The JSON payload.

timeoutMs · number

Timeout in milliseconds (default: 30000).

Outputs

The output format is the same as the Custom API client.

kind · "api"

Discriminator for the response type.

status · number

The HTTP status code.

body · ResponseBody

The response body (typically JSON).