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

Method	Endpoint	Description
GET	`/accounts`	Retrieve all account records with optional filtering and expansion
POST	`/accounts`	Create 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	`/contacts`	Retrieve contact records with filtering and pagination
POST	`/contacts`	Create a new contact associated with an account
GET	`/opportunities`	Retrieve sales opportunity records and pipeline data
POST	`/opportunities`	Create a new sales opportunity with products and revenue
GET	`/leads`	Retrieve lead records for sales qualification
POST	`/leads`	Create a new lead record for prospecting
POST	`/leads({id})/Microsoft.Dynamics.CRM.QualifyLead`	Qualify a lead and convert to opportunity, account, and contact
GET	`/incidents`	Retrieve case/incident records for customer service
POST	`/incidents`	Create a new customer service case or incident
GET	`/quotes`	Retrieve sales quote records with line items
POST	`/quotes`	Create a new quote document for a customer
GET	`/salesorders`	Retrieve sales order records and fulfillment status
POST	`/salesorders`	Create a new sales order from quote or directly
GET	`/invoices`	Retrieve invoice records with payment information
GET	`/products`	Retrieve product catalog items with pricing
GET	`/tasks`	Retrieve task activities assigned to users
POST	`/tasks`	Create a new task activity for tracking
GET	`/appointments`	Retrieve calendar appointments and meetings
POST	`/emails`	Create and send email activities through Dynamics
GET	`/systemusers`	Retrieve system user records and security roles
GET	`/EntityDefinitions`	Retrieve metadata about entity schemas and attributes
POST	`/ExecuteWorkflow`	Execute a custom workflow process by ID
GET	`/$batch`	Execute multiple operations in a single batch request
POST	`/SavedQuery`	Execute 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'

const accessToken = 'YOUR_ACCESS_TOKEN';
const orgUrl = 'https://orgname.api.crm.dynamics.com';

const response = await fetch(`${orgUrl}/api/data/v9.2/accounts?$select=name,revenue&$top=10`, {
  method: 'GET',
  headers: {
    'Authorization': `Bearer ${accessToken}`,
    'OData-MaxVersion': '4.0',
    'OData-Version': '4.0',
    'Accept': 'application/json',
    'Content-Type': 'application/json'
  }
});

const data = await response.json();
console.log(data.value);

import requests

access_token = 'YOUR_ACCESS_TOKEN'
org_url = 'https://orgname.api.crm.dynamics.com'

headers = {
    'Authorization': f'Bearer {access_token}',
    'OData-MaxVersion': '4.0',
    'OData-Version': '4.0',
    'Accept': 'application/json',
    'Content-Type': 'application/json'
}

response = requests.get(
    f'{org_url}/api/data/v9.2/accounts',
    headers=headers,
    params={'$select': 'name,revenue', '$top': '10'}
)

accounts = response.json()['value']
for account in accounts:
    print(f"{account['name']}: ${account.get('revenue', 0)}")

Connect Microsoft Dynamics 365 to AI

Deploy a Microsoft Dynamics 365 MCP server on IOX Cloud and connect it to Claude, ChatGPT, Cursor, or any AI client. Your AI assistant gets direct access to Microsoft Dynamics 365 through these tools:

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

create_service_case Create and assign customer service cases with priority, category, and SLA tracking

execute_dynamics_workflow Trigger custom business process workflows and automation flows in Dynamics 365

generate_sales_reports Generate and retrieve sales analytics, pipeline reports, and revenue forecasts from Dynamics data

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Microsoft Dynamics 365 REST API

API Endpoints

Code Examples

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