What do you want to automate

with Microsoft Dynamics 365 Sales and Autotask PSA?

Prompt, edit and deploy AI agents that connect to Microsoft Dynamics 365 Sales, Autotask PSA and 2,500+ other apps in seconds.

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Create Custom Entity with the Microsoft Dynamics 365 Sales API

Create a custom entity. See the documentation

 
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Find Contact with the Microsoft Dynamics 365 Sales API

Search for a contact by id, name, or using a custom filter. See the documentation

 
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Integrate the Microsoft Dynamics 365 Sales API with the Autotask PSA API
Setup the Microsoft Dynamics 365 Sales API trigger to run a workflow which integrates with the Autotask PSA API. Pipedream's integration platform allows you to integrate Microsoft Dynamics 365 Sales and Autotask PSA remarkably fast. Free for developers.

Connect Microsoft Dynamics 365 Sales

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    microsoft_dynamics_365_sales: {
      type: "app",
      app: "microsoft_dynamics_365_sales",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.microsoft_dynamics_365_sales.$auth.api_url}/api/data/v9.2/WhoAmI`,
      headers: {
        Authorization: `Bearer ${this.microsoft_dynamics_365_sales.$auth.oauth_access_token}`,
        "odata-maxversion": `4.0`,
        "odata-version": `4.0`,
        "content-type": `application/json`,
      },
    })
  },
})

Connect Autotask PSA

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    autotask_psa: {
      type: "app",
      app: "autotask_psa",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.autotask_psa.$auth.url}V1.0/ClientPortalUsers/query`,
      headers: {
        "UserName": `${this.autotask_psa.$auth.username}`,
        "Secret": `${this.autotask_psa.$auth.password}`,
        "ApiIntegrationCode": `${this.autotask_psa.$auth.api_integration_code}`,
      },
      params: {
        search: `{
        "filter": [
            {
                "op": "gt",
                "field": "id",
                "value": "1"
            }
        ]
    }`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo