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Microsoft Dynamics CRM#

Use the Microsoft Dynamics CRM node to automate work in Microsoft Dynamics CRM, and integrate Microsoft Dynamics CRM with other applications. n8n has built-in support for creating, updating, deleting, and getting Microsoft Dynamics CRM accounts.

On this page, you'll find a list of operations the Microsoft Dynamics CRM node supports and links to more resources.

Credentials

Refer to Microsoft credentials for guidance on setting up authentication.

Operations#

  • Account
    • Create
    • Delete
    • Get
    • Get All
    • Update

Templates and examples#

Automated Web Scraping: email a CSV, save to Google Sheets & Microsoft Excel

by Mihai Farcas

View template details
Working with Excel spreadsheet files (xls & xlsx)

by n8n Team

View template details
Phishing Analysis - URLScan.io and VirusTotal

by n8n Team

View template details
Browse Microsoft Dynamics CRM integration templates, or search all templates

What to do if your operation isn't supported#

If this node doesn't support the operation you want to do, you can use the HTTP Request node to call the service's API.

You can use the credential you created for this service in the HTTP Request node:

  1. In the HTTP Request node, select Authentication > Predefined Credential Type.
  2. Select the service you want to connect to.
  3. Select your credential.

Refer to Custom API operations for more information.