Microsoft Dynamics 365
Delivers accounts, contacts and business data from Microsoft Dynamics 365 as current CRM data via the Dataverse Web API.
Description
Dynamics 365 carries the customer and business data of many companies that rely on Microsoft. Cortex connects via the Dataverse Web API, an OData v4 service, and turns tables into interactive knowledge. Ask about active accounts, open cases or a customer’s history. The Dataverse permissions remain authoritative, access is read-only.
Capabilities
Returns companies, both customers and prospects
Returns a company by its ID
Returns people with a business relationship, customers, suppliers, colleagues
Returns sales opportunities in the sales process
Returns a sales opportunity by its ID
Returns orders, accepted quotes
Returns products with their pricing information
Runs a FetchXML query on an entity set
Lists the system-defined views of a table
Runs a saved view on an entity set
Lists the entity definitions of the environment
Returns the definition of an entity with its properties