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ERP & CRM OAuth 2.0

Microsoft Dynamics 365 REST API

Enterprise ERP and CRM REST API for business automation

Microsoft Dynamics 365 Web API provides comprehensive REST endpoints for enterprise resource planning and customer relationship management. Developers use this API to integrate business processes, automate workflows, and synchronize data across sales, marketing, finance, and operations. The API supports OData v4.0 protocol and enables full CRUD operations on business entities, custom workflows, and real-time data access.

Base URL https://[organization].api.crm.dynamics.com/api/data/v9.2

API Endpoints

MethodEndpointDescription
GET/accountsRetrieve all account records with optional filtering and expansion
POST/accountsCreate a new account (customer/organization) record
GET/accounts({id})Retrieve a specific account by ID with related data
PATCH/accounts({id})Update an existing account record with partial data
DELETE/accounts({id})Delete an account record by ID
GET/contactsRetrieve contact records with filtering and pagination
POST/contactsCreate a new contact associated with an account
GET/opportunitiesRetrieve sales opportunity records and pipeline data
POST/opportunitiesCreate a new sales opportunity with products and revenue
GET/leadsRetrieve lead records for sales qualification
POST/leadsCreate a new lead record for prospecting
POST/leads({id})/Microsoft.Dynamics.CRM.QualifyLeadQualify a lead and convert to opportunity, account, and contact
GET/incidentsRetrieve case/incident records for customer service
POST/incidentsCreate a new customer service case or incident
GET/quotesRetrieve sales quote records with line items
POST/quotesCreate a new quote document for a customer
GET/salesordersRetrieve sales order records and fulfillment status
POST/salesordersCreate a new sales order from quote or directly
GET/invoicesRetrieve invoice records with payment information
GET/productsRetrieve product catalog items with pricing
GET/tasksRetrieve task activities assigned to users
POST/tasksCreate a new task activity for tracking
GET/appointmentsRetrieve calendar appointments and meetings
POST/emailsCreate and send email activities through Dynamics
GET/systemusersRetrieve system user records and security roles
GET/EntityDefinitionsRetrieve metadata about entity schemas and attributes
POST/ExecuteWorkflowExecute a custom workflow process by ID
GET/$batchExecute multiple operations in a single batch request
POST/SavedQueryExecute a saved query (view) and retrieve results

Code Examples

curl -X GET 'https://orgname.api.crm.dynamics.com/api/data/v9.2/accounts?$select=name,revenue&$top=10' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN' \
  -H 'OData-MaxVersion: 4.0' \
  -H 'OData-Version: 4.0' \
  -H 'Accept: application/json' \
  -H 'Content-Type: application/json'

Use Microsoft Dynamics 365 from Claude / Cursor / ChatGPT

Get a hosted MCP endpoint for Microsoft Dynamics 365. Paste your Microsoft Dynamics 365 API key, copy back one URL, drop it into Claude Desktop, Cursor, or any AI client that supports remote MCP. Your AI calls Microsoft Dynamics 365 directly with your credentials — no local install, works on mobile.

create_dynamics_account Create a new customer account in Dynamics 365 with contact information, industry, and revenue data
search_dynamics_contacts Search and filter contacts across all accounts using natural language queries with OData filters
manage_sales_opportunity Create, update, or advance sales opportunities through pipeline stages with revenue forecasting
qualify_lead_to_opportunity Convert qualified leads into opportunities, accounts, and contacts automatically
query_dynamics_entities Execute complex OData queries across any Dynamics entity with joins, filters, and aggregations

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