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BytesAgain › Skills › Dynamics 365 CRM
🦀 ClawHub

Dynamics 365 CRM

by @vieiradiego

Create and update CRM records in Microsoft Dynamics 365 — Opportunities, Leads, Contacts, Accounts, and Tasks via Dataverse Web API with Azure AD OAuth 2.0.

Versionv1.0.0
#requires-oauth-token#clawhub
📋 Tips & Best Practices

  • The Dataverse Web API uses OData v4 — all queries use $filter, $select, $top
  • Upsert operations search by name/email first to avoid duplicates
  • Lookup fields (e.g. linking a Contact to an Account) use OData binding syntax:
    • "parentcustomerid_account@odata.bind": "/accounts({accountId})"
  • Rate limit: 6,000 requests / 5 minutes per user — well within typical usage
  • Access tokens expire after ~1 hour — implement refresh logic using refreshAccessToken()

    • View on ClawHub
    TERMINAL
    clawhub install openclaw-dynamics-365

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