Microsoft Dynamics Crm

Hegu AI can act on Microsoft Dynamics Crm through the tasks below. Add one to a workflow from the task library in the editor.

Task	What it does
MicrosoftDynamicsAccounts	Dynamics 365 accounts — list with an OData filter, get, create, update or delete accounts
MicrosoftDynamicsContacts	Dynamics 365 contacts — list with an OData filter, get, create, update or delete contacts
MicrosoftDynamicsLeads	Dynamics 365 leads — list with an OData filter, get, create, update or delete leads
MicrosoftDynamicsOpportunities	Dynamics 365 opportunities — list with an OData filter, get, create, update or delete opportunities
MicrosoftDynamicsTasks	Dynamics 365 tasks — list with an OData filter, get, create, update or delete tasks

Each task’s fields and credentials are configured in the editor. Credentials are stored as secrets, never in the workflow itself.