Connect Microsoft Dynamics 365 Sales to Agaro ERP
Connect Microsoft Dynamics 365 Sales to Agaro so your team and the AGARO Assistant can create and update accounts, contacts, leads, opportunities, and activities in Dataverse, and keep them synced, with the same permissions and audit trail as everything else in your workspace.
Supported actions and syncs
Every Microsoft Dynamics 365 Sales action Agaro can run and every sync that keeps your data current.
Associate records
Create a relationship link between two records via a navigation property.
Create account
Create an account.
Create appointment
Create an appointment activity
Create case
Create a customer service case
Create contact
Create a contact.
Create email
Create an email activity record.
Create lead
Create a lead.
Create note
Create a note attached to a parent record.
Create opportunity
Create a sales opportunity
Create phone call
Create a phone call activity
Create record
Create a record of any Dataverse entity from a field/value payload.
Create task
Create a task activity.
Delete account
Delete an account
Delete case
Delete a case
Delete contact
Delete a contact.
Delete lead
Delete a lead.
Delete opportunity
Delete an opportunity.
Delete record
Delete a record of any Dataverse entity by id.
Disassociate records
Remove a relationship link between two records via a navigation property.
Get account
Retrieve a single account by id.
Get appointment
Retrieve a single appointment activity by id.
Get case
Retrieve a single case by id.
Get contact
Retrieve a single contact by id
Get email
Retrieve a single email activity by id
Get entity definition
Get metadata for a single entity by logical name, including its entity set name.
Get lead
Retrieve a single lead by id.
Get note
Retrieve a single note by id
Get opportunity
Retrieve a single opportunity by id.
Get phone call
Retrieve a single phone call activity by id.
Get record
Retrieve a single record of any Dataverse entity by id
Get task
Retrieve a single Dataverse task by its id.
Get team
Retrieve a single team by id.
Get user
Retrieve a single system user by id.
List accounts
List accounts (companies/organizations) in Microsoft Dataverse.
List appointments
List Dataverse appointment activities.
List cases
List customer service cases (incidents).
List contacts
List contacts (people).
List emails
List Dataverse email activities.
List entity attributes
List all fields (attributes) defined on a given Dataverse entity, including custom fields.
List entity definitions
List metadata for all entities (tables) defined in the org, including custom entities.
List leads
List leads (unqualified prospects) from Microsoft Dataverse.
List notes
List Dataverse notes (annotations), optionally scoped to a parent record.
List opportunities
List sales opportunities.
List phone calls
List Dataverse phone call activities.
List records
List records of any Dataverse entity (standard or custom) with OData query support
List tasks
List Dataverse tasks (activity records), with optional OData select, filter, orderby, and top controls.
List teams
List Dataverse teams (read-only).
List users
List Dataverse system users (read-only)
Query records fetchxml
Query any Dataverse entity using a raw FetchXML query, for aggregations and joins beyond simple OData $filter.
Update account
Update an account's fields.
Update case
Update a case's fields (e.g. change priority). Does not support resolving or cancelling a case.
Update contact
Update a contact's fields (partial merge: only provided fields are changed)
Update lead
Update a lead's fields.
Update opportunity
Update an opportunity's fields.
Update record
Update (partial merge) fields on an existing record of any Dataverse entity.
Accounts
Sync accounts (companies/organizations) from Microsoft Dataverse, incrementally, with a periodic full refresh to detect deletions. Runs every hour.
Appointments
Sync appointment activities from Microsoft Dataverse, incrementally by versionnumber, with a periodic full refresh (every 24h) to detect deletions such as appointments cascade-deleted with their parent record. Runs every hour.
Cases
Incrementally sync customer service cases (Dataverse incidents) using a versionnumber cursor, with a delete-tracked full refresh every 24 hours. Runs every hour.
Contacts
Sync contacts (people) from Microsoft Dataverse incrementally, with a periodic full refresh to detect deletions. Runs every hour.
Emails
Sync email activities from Microsoft Dataverse, incrementally by versionnumber with a periodic full refresh to detect deletions. Runs every hour.
Leads
Sync leads (unqualified prospects) from Microsoft Dataverse, incrementally by versionnumber, with a periodic full refresh to detect deletions. Runs every hour.
Notes
Sync notes (annotations) from Microsoft Dataverse, incrementally by versionnumber, with a periodic delete-tracked full refresh. Runs every hour.
Opportunities
Sync sales opportunities from Microsoft Dataverse, incrementally by versionnumber with a periodic full refresh to detect deletions. Runs every hour.
Phone calls
Sync Microsoft Dataverse phone call activities, incrementally by `versionnumber`, with a periodic full crawl to detect deletions. Runs every hour.
Tasks
Sync task activities from Microsoft Dataverse, incrementally on `versionnumber`, with a periodic full refresh to detect deletions. Runs every 5 minutes.
Teams
Sync Microsoft Dataverse teams incrementally by versionnumber, with a periodic full refresh to detect deletions. Runs every hour.
Users
Incrementally sync Microsoft Dataverse system users (systemusers), with a weekly full refresh to detect hard-deleted users. Runs every hour.
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