MS Dynamics API Directory

Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses manage sales, customer service, and marketing activities. Part of the Microsoft Dynamics 365 suite, it offers tools for automating workflows, tracking customer interactions, and gaining actionable insights to drive growth.

Microsoft Dynamics CRM APIs provide developers with powerful tools to integrate and extend CRM functionalities. These APIs support operations like managing accounts, contacts, leads, and opportunities, as well as customizing workflows and accessing analytics. With RESTful endpoints, secure authentication via OAuth 2.0, and robust documentation, they enable seamless integration with other applications and services.

Key Highlights of Microsoft Dynamics CRM APIs are as follows:

Comprehensive Access: Manage entities like accounts, contacts, leads, and opportunities.
RESTful Design: Easy-to-use APIs with standardized HTTP methods.
Secure Authentication: Supports OAuth 2.0 for secure access.
Customizable Workflows: Enable custom processes and automations.
Integration Flexibility: Seamlessly connect with other Microsoft services and third-party applications.
Advanced Querying: Utilize OData queries for filtering, sorting, and retrieving data.
Real-Time Operations: Access and update CRM data instantly.
Rich Documentation: Comprehensive guides and resources for developers.
Scalable: Suitable for small-scale and enterprise-level applications.
Insights and Analytics: Retrieve reports and business intelligence for data-driven decisions.

This article gives an overview of the most commonly used Microsoft Dynamics CRM API endpoints.

Microsoft Dynamics CRM API Endpoints

General Entity Management

GET /api/data/v9.0/accounts
POST /api/data/v9.0/accounts
PATCH /api/data/v9.0/accounts({account_id})
DELETE /api/data/v9.0/accounts({account_id})
GET /api/data/v9.0/contacts
POST /api/data/v9.0/contacts
PATCH /api/data/v9.0/contacts({contact_id})
DELETE /api/data/v9.0/contacts({contact_id})
GET /api/data/v9.0/leads
POST /api/data/v9.0/leads
PATCH /api/data/v9.0/leads({lead_id})
DELETE /api/data/v9.0/leads({lead_id})
GET /api/data/v9.0/opportunities
POST /api/data/v9.0/opportunities
PATCH /api/data/v9.0/opportunities({opportunity_id})
DELETE /api/data/v9.0/opportunities({opportunity_id})
GET /api/data/v9.0/tasks
POST /api/data/v9.0/tasks
PATCH /api/data/v9.0/tasks({task_id})
DELETE /api/data/v9.0/tasks({task_id})

Activities

GET /api/data/v9.0/activities
POST /api/data/v9.0/activities
PATCH /api/data/v9.0/activities({activity_id})
DELETE /api/data/v9.0/activities({activity_id})

System Users

GET /api/data/v9.0/systemusers
GET /api/data/v9.0/systemusers({user_id})

Metadata and Custom Entities

GET /api/data/v9.0/EntityDefinitions
GET /api/data/v9.0/EntityDefinitions({entity_name})
GET /api/data/v9.0/{custom_entity_name}
POST /api/data/v9.0/{custom_entity_name}
PATCH /api/data/v9.0/{custom_entity_name}({record_id})
DELETE /api/data/v9.0/{custom_entity_name}({record_id})

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Metadata Management

GET /api/data/v9.0/GlobalOptionSetDefinitions
GET /api/data/v9.0/GlobalOptionSetDefinitions({optionset_id})
GET /api/data/v9.0/AttributeMetadata
GET /api/data/v9.0/EntityDefinitions({entity_name})/Attributes

Solutions and Customization

GET /api/data/v9.0/Solutions
GET /api/data/v9.0/Solutions({solution_id})
GET /api/data/v9.0/PublishAllXml

Workflow Management

GET /api/data/v9.0/workflows
GET /api/data/v9.0/workflows({workflow_id})
POST /api/data/v9.0/workflows({workflow_id})/Execute

Teams and Security Roles

GET /api/data/v9.0/teams
GET /api/data/v9.0/teams({team_id})
GET /api/data/v9.0/securityroles
GET /api/data/v9.0/securityroles({role_id})

Business Units

GET /api/data/v9.0/businessunits
GET /api/data/v9.0/businessunits({businessunit_id})

Audit Logs

GET /api/data/v9.0/audits
GET /api/data/v9.0/audits({audit_id})

Marketing Lists

GET /api/data/v9.0/lists
POST /api/data/v9.0/lists
PATCH /api/data/v9.0/lists({list_id})
DELETE /api/data/v9.0/lists({list_id})

Email and Communication

GET /api/data/v9.0/emails
POST /api/data/v9.0/emails
PATCH /api/data/v9.0/emails({email_id})
POST /api/data/v9.0/emails({email_id})/send

Cases and Service Management

GET /api/data/v9.0/incidents
POST /api/data/v9.0/incidents
PATCH /api/data/v9.0/incidents({incident_id})
DELETE /api/data/v9.0/incidents({incident_id})

Scheduling and Resources

GET /api/data/v9.0/resources
GET /api/data/v9.0/calendars
GET /api/data/v9.0/resourcegroups

Reports and Dashboards

GET /api/data/v9.0/reports
GET /api/data/v9.0/reports({report_id})
GET /api/data/v9.0/dashboards
GET /api/data/v9.0/dashboards({dashboard_id})

Additional Miscellaneous Endpoints

GET /api/data/v9.0/roles
GET /api/data/v9.0/queues
GET /api/data/v9.0/queueitems
POST /api/data/v9.0/merge
GET /api/data/v9.0/settings
GET /api/data/v9.0/WhoAmI
GET /api/data/v9.0/RetrieveDuplicates
GET /api/data/v9.0/ExecuteFunction
POST /api/data/v9.0/ExecuteAction

Here’s a detailed reference to all the MS Dynamics CRM API Endpoints.

MS Dynamics CRM API FAQs‍

Here are the frequently asked questions about MS Dynamics CRM APIs to help you get started:

How to retrieve more than 5000 records in Dynamics CRM using Web API? Answer
What is the attachment size limit for Dynamics CRM 365? Answer
What is the maximum number of users for Dynamics 365? Answer
What is the maximum length of multiple lines of text in CRM? Answer
What is the field limit in Dynamics 365? Answer‍

Find more FAQs here.

Get started with MS Dynamics CRM API‍

To access Microsoft Dynamics CRM APIs, register an application in Azure AD, configure API permissions, generate a client secret, authenticate using OAuth 2.0 to obtain an access token, and use the token to interact with the API endpoints.

However, if you want to integrate with multiple CRM APIs quickly along with MS Dynamics API, you can get started with Knit, one API for all top CRM integrations.

To sign up for free, click here. To check the pricing, see our pricing page.