> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pinkfish.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# dynamics-crm

> Accounts, contacts, leads, and opportunities

**Server path:** `/dynamics-crm` | **Type:** Application | **PCID required:** Yes

## Tools

| Tool                                                                          | Description                                                                                                                                                    |
| ----------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [`dynamics-crm_list_accounts`](#dynamics-crm_list_accounts)                   | Lists all accounts in Microsoft Dynamics CRM with optional filtering and pagination                                                                            |
| [`dynamics-crm_get_account`](#dynamics-crm_get_account)                       | Gets a specific account by ID from Microsoft Dynamics CRM                                                                                                      |
| [`dynamics-crm_create_account`](#dynamics-crm_create_account)                 | Creates a new account in Microsoft Dynamics CRM                                                                                                                |
| [`dynamics-crm_update_account`](#dynamics-crm_update_account)                 | Updates an existing account in Microsoft Dynamics CRM                                                                                                          |
| [`dynamics-crm_delete_account`](#dynamics-crm_delete_account)                 | Deletes an account from Microsoft Dynamics CRM                                                                                                                 |
| [`dynamics-crm_list_contacts`](#dynamics-crm_list_contacts)                   | Lists all contacts in Microsoft Dynamics CRM with optional filtering and pagination                                                                            |
| [`dynamics-crm_get_contact`](#dynamics-crm_get_contact)                       | Gets a specific contact by ID from Microsoft Dynamics CRM                                                                                                      |
| [`dynamics-crm_create_contact`](#dynamics-crm_create_contact)                 | Creates a new contact in Microsoft Dynamics CRM                                                                                                                |
| [`dynamics-crm_update_contact`](#dynamics-crm_update_contact)                 | Updates an existing contact in Microsoft Dynamics CRM                                                                                                          |
| [`dynamics-crm_delete_contact`](#dynamics-crm_delete_contact)                 | Deletes a contact from Microsoft Dynamics CRM                                                                                                                  |
| [`dynamics-crm_list_leads`](#dynamics-crm_list_leads)                         | Lists all leads in Microsoft Dynamics CRM with optional filtering and pagination                                                                               |
| [`dynamics-crm_get_lead`](#dynamics-crm_get_lead)                             | Gets a specific lead by ID from Microsoft Dynamics CRM                                                                                                         |
| [`dynamics-crm_create_lead`](#dynamics-crm_create_lead)                       | Creates a new lead in Microsoft Dynamics CRM                                                                                                                   |
| [`dynamics-crm_update_lead`](#dynamics-crm_update_lead)                       | Updates an existing lead in Microsoft Dynamics CRM                                                                                                             |
| [`dynamics-crm_delete_lead`](#dynamics-crm_delete_lead)                       | Deletes a lead from Microsoft Dynamics CRM                                                                                                                     |
| [`dynamics-crm_list_opportunities`](#dynamics-crm_list_opportunities)         | Lists all opportunities in Microsoft Dynamics CRM with optional filtering and pagination                                                                       |
| [`dynamics-crm_get_opportunity`](#dynamics-crm_get_opportunity)               | Gets a specific opportunity by ID from Microsoft Dynamics CRM                                                                                                  |
| [`dynamics-crm_create_opportunity`](#dynamics-crm_create_opportunity)         | Creates a new opportunity in Microsoft Dynamics CRM                                                                                                            |
| [`dynamics-crm_update_opportunity`](#dynamics-crm_update_opportunity)         | Updates an existing opportunity in Microsoft Dynamics CRM                                                                                                      |
| [`dynamics-crm_delete_opportunity`](#dynamics-crm_delete_opportunity)         | Deletes an opportunity from Microsoft Dynamics CRM                                                                                                             |
| [`dynamics-crm_get_entity_definitions`](#dynamics-crm_get_entity_definitions) | Gets metadata about all available entities in Microsoft Dynamics CRM. Use this to discover what entities exist and their API names.                            |
| [`dynamics-crm_get_entity_attributes`](#dynamics-crm_get_entity_attributes)   | Gets metadata about attributes (fields/columns) for a specific entity in Microsoft Dynamics CRM. Use this to discover what fields are available for an entity. |
| [`dynamics-crm_list_system_users`](#dynamics-crm_list_system_users)           | Lists system users in Microsoft Dynamics CRM. Useful for finding user IDs to assign records.                                                                   |
| [`dynamics-crm_get_system_user`](#dynamics-crm_get_system_user)               | Gets a specific system user by ID from Microsoft Dynamics CRM                                                                                                  |
| [`dynamics-crm_query_entity`](#dynamics-crm_query_entity)                     | Queries any entity in Microsoft Dynamics CRM using OData syntax. Use get\_entity\_definitions to find available entities.                                      |
| [`dynamics-crm_get_record`](#dynamics-crm_get_record)                         | Gets a single record from any entity in Microsoft Dynamics CRM by ID                                                                                           |
| [`dynamics-crm_create_record`](#dynamics-crm_create_record)                   | Creates a record in any entity in Microsoft Dynamics CRM. Use get\_entity\_attributes to discover required fields.                                             |
| [`dynamics-crm_update_record`](#dynamics-crm_update_record)                   | Updates a record in any entity in Microsoft Dynamics CRM                                                                                                       |
| [`dynamics-crm_delete_record`](#dynamics-crm_delete_record)                   | Deletes a record from any entity in Microsoft Dynamics CRM                                                                                                     |

***

## dynamics-crm\_list\_accounts

Lists all accounts in Microsoft Dynamics CRM with optional filtering and pagination

**Parameters:**

| Parameter   | Type   | Required | Default | Description                                                          |
| ----------- | ------ | -------- | ------- | -------------------------------------------------------------------- |
| `pageSize`  | number | No       | `20`    | Number of accounts per page (max 100)                                |
| `pageToken` | string | No       | —       | Token for pagination to get next page                                |
| `filter`    | string | No       | —       | OData filter expression (e.g., "statecode eq 0" for active accounts) |
| `select`    | string | No       | —       | Comma-separated list of fields to return                             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "pageSize": {
        "type": "number",
        "default": 20,
        "description": "Number of accounts per page (max 100)"
      },
      "pageToken": {
        "type": "string",
        "description": "Token for pagination to get next page"
      },
      "filter": {
        "type": "string",
        "description": "OData filter expression (e.g., \"statecode eq 0\" for active accounts)"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_get\_account

Gets a specific account by ID from Microsoft Dynamics CRM

**Parameters:**

| Parameter   | Type   | Required | Default | Description                                 |
| ----------- | ------ | -------- | ------- | ------------------------------------------- |
| `accountId` | string | Yes      | —       | The unique identifier (GUID) of the account |
| `select`    | string | No       | —       | Comma-separated list of fields to return    |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "accountId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the account"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return"
      }
    },
    "required": [
      "PCID",
      "accountId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_create\_account

Creates a new account in Microsoft Dynamics CRM

**Parameters:**

| Parameter                  | Type   | Required | Default | Description             |
| -------------------------- | ------ | -------- | ------- | ----------------------- |
| `name`                     | string | Yes      | —       | Account name (required) |
| `accountnumber`            | string | No       | —       | Account number          |
| `telephone1`               | string | No       | —       | Main phone number       |
| `emailaddress1`            | string | No       | —       | Primary email address   |
| `websiteurl`               | string | No       | —       | Website URL             |
| `revenue`                  | number | No       | —       | Annual revenue          |
| `numberofemployees`        | number | No       | —       | Number of employees     |
| `industrycode`             | number | No       | —       | Industry code           |
| `description`              | string | No       | —       | Description             |
| `address1_line1`           | string | No       | —       | Street address line 1   |
| `address1_line2`           | string | No       | —       | Street address line 2   |
| `address1_city`            | string | No       | —       | City                    |
| `address1_stateorprovince` | string | No       | —       | State/Province          |
| `address1_postalcode`      | string | No       | —       | Postal code             |
| `address1_country`         | string | No       | —       | Country                 |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "name": {
        "type": "string",
        "description": "Account name (required)"
      },
      "accountnumber": {
        "type": "string",
        "description": "Account number"
      },
      "telephone1": {
        "type": "string",
        "description": "Main phone number"
      },
      "emailaddress1": {
        "type": "string",
        "description": "Primary email address"
      },
      "websiteurl": {
        "type": "string",
        "description": "Website URL"
      },
      "revenue": {
        "type": "number",
        "description": "Annual revenue"
      },
      "numberofemployees": {
        "type": "number",
        "description": "Number of employees"
      },
      "industrycode": {
        "type": "number",
        "description": "Industry code"
      },
      "description": {
        "type": "string",
        "description": "Description"
      },
      "address1_line1": {
        "type": "string",
        "description": "Street address line 1"
      },
      "address1_line2": {
        "type": "string",
        "description": "Street address line 2"
      },
      "address1_city": {
        "type": "string",
        "description": "City"
      },
      "address1_stateorprovince": {
        "type": "string",
        "description": "State/Province"
      },
      "address1_postalcode": {
        "type": "string",
        "description": "Postal code"
      },
      "address1_country": {
        "type": "string",
        "description": "Country"
      }
    },
    "required": [
      "PCID",
      "name"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_update\_account

Updates an existing account in Microsoft Dynamics CRM

**Parameters:**

| Parameter           | Type   | Required | Default | Description                                           |
| ------------------- | ------ | -------- | ------- | ----------------------------------------------------- |
| `accountId`         | string | Yes      | —       | The unique identifier (GUID) of the account to update |
| `name`              | string | No       | —       | Account name                                          |
| `accountnumber`     | string | No       | —       | Account number                                        |
| `telephone1`        | string | No       | —       | Main phone number                                     |
| `emailaddress1`     | string | No       | —       | Primary email address                                 |
| `websiteurl`        | string | No       | —       | Website URL                                           |
| `revenue`           | number | No       | —       | Annual revenue                                        |
| `numberofemployees` | number | No       | —       | Number of employees                                   |
| `description`       | string | No       | —       | Description                                           |
| `statecode`         | number | No       | —       | State code (0=Active, 1=Inactive)                     |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "accountId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the account to update"
      },
      "name": {
        "type": "string",
        "description": "Account name"
      },
      "accountnumber": {
        "type": "string",
        "description": "Account number"
      },
      "telephone1": {
        "type": "string",
        "description": "Main phone number"
      },
      "emailaddress1": {
        "type": "string",
        "description": "Primary email address"
      },
      "websiteurl": {
        "type": "string",
        "description": "Website URL"
      },
      "revenue": {
        "type": "number",
        "description": "Annual revenue"
      },
      "numberofemployees": {
        "type": "number",
        "description": "Number of employees"
      },
      "description": {
        "type": "string",
        "description": "Description"
      },
      "statecode": {
        "type": "number",
        "description": "State code (0=Active, 1=Inactive)"
      }
    },
    "required": [
      "PCID",
      "accountId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_delete\_account

Deletes an account from Microsoft Dynamics CRM

**Parameters:**

| Parameter   | Type   | Required | Default | Description                                           |
| ----------- | ------ | -------- | ------- | ----------------------------------------------------- |
| `accountId` | string | Yes      | —       | The unique identifier (GUID) of the account to delete |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "accountId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the account to delete"
      }
    },
    "required": [
      "PCID",
      "accountId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_list\_contacts

Lists all contacts in Microsoft Dynamics CRM with optional filtering and pagination

**Parameters:**

| Parameter   | Type   | Required | Default | Description                                                          |
| ----------- | ------ | -------- | ------- | -------------------------------------------------------------------- |
| `pageSize`  | number | No       | `20`    | Number of contacts per page (max 100)                                |
| `pageToken` | string | No       | —       | Token for pagination to get next page                                |
| `filter`    | string | No       | —       | OData filter expression (e.g., "statecode eq 0" for active contacts) |
| `select`    | string | No       | —       | Comma-separated list of fields to return                             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "pageSize": {
        "type": "number",
        "default": 20,
        "description": "Number of contacts per page (max 100)"
      },
      "pageToken": {
        "type": "string",
        "description": "Token for pagination to get next page"
      },
      "filter": {
        "type": "string",
        "description": "OData filter expression (e.g., \"statecode eq 0\" for active contacts)"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_get\_contact

Gets a specific contact by ID from Microsoft Dynamics CRM

**Parameters:**

| Parameter   | Type   | Required | Default | Description                                 |
| ----------- | ------ | -------- | ------- | ------------------------------------------- |
| `contactId` | string | Yes      | —       | The unique identifier (GUID) of the contact |
| `select`    | string | No       | —       | Comma-separated list of fields to return    |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "contactId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the contact"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return"
      }
    },
    "required": [
      "PCID",
      "contactId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_create\_contact

Creates a new contact in Microsoft Dynamics CRM

**Parameters:**

| Parameter                    | Type   | Required | Default | Description                                        |
| ---------------------------- | ------ | -------- | ------- | -------------------------------------------------- |
| `firstname`                  | string | No       | —       | First name                                         |
| `lastname`                   | string | Yes      | —       | Last name (required)                               |
| `emailaddress1`              | string | No       | —       | Primary email address                              |
| `telephone1`                 | string | No       | —       | Business phone                                     |
| `mobilephone`                | string | No       | —       | Mobile phone                                       |
| `jobtitle`                   | string | No       | —       | Job title                                          |
| `department`                 | string | No       | —       | Department                                         |
| `parentAccountId`            | string | No       | —       | Parent account ID (GUID) to link this contact to   |
| `ownerId`                    | string | No       | —       | Owner/user ID (GUID) to assign this contact to     |
| `address1_line1`             | string | No       | —       | Street address                                     |
| `address1_city`              | string | No       | —       | City                                               |
| `address1_stateorprovince`   | string | No       | —       | State/Province                                     |
| `address1_postalcode`        | string | No       | —       | Postal code                                        |
| `address1_country`           | string | No       | —       | Country                                            |
| `preferredcontactmethodcode` | number | No       | —       | Preferred contact method (1=Any, 2=Email, 3=Phone) |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "firstname": {
        "type": "string",
        "description": "First name"
      },
      "lastname": {
        "type": "string",
        "description": "Last name (required)"
      },
      "emailaddress1": {
        "type": "string",
        "description": "Primary email address"
      },
      "telephone1": {
        "type": "string",
        "description": "Business phone"
      },
      "mobilephone": {
        "type": "string",
        "description": "Mobile phone"
      },
      "jobtitle": {
        "type": "string",
        "description": "Job title"
      },
      "department": {
        "type": "string",
        "description": "Department"
      },
      "parentAccountId": {
        "type": "string",
        "description": "Parent account ID (GUID) to link this contact to"
      },
      "ownerId": {
        "type": "string",
        "description": "Owner/user ID (GUID) to assign this contact to"
      },
      "address1_line1": {
        "type": "string",
        "description": "Street address"
      },
      "address1_city": {
        "type": "string",
        "description": "City"
      },
      "address1_stateorprovince": {
        "type": "string",
        "description": "State/Province"
      },
      "address1_postalcode": {
        "type": "string",
        "description": "Postal code"
      },
      "address1_country": {
        "type": "string",
        "description": "Country"
      },
      "preferredcontactmethodcode": {
        "type": "number",
        "description": "Preferred contact method (1=Any, 2=Email, 3=Phone)"
      }
    },
    "required": [
      "PCID",
      "lastname"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_update\_contact

Updates an existing contact in Microsoft Dynamics CRM

**Parameters:**

| Parameter       | Type   | Required | Default | Description                                           |
| --------------- | ------ | -------- | ------- | ----------------------------------------------------- |
| `contactId`     | string | Yes      | —       | The unique identifier (GUID) of the contact to update |
| `firstname`     | string | No       | —       | First name                                            |
| `lastname`      | string | No       | —       | Last name                                             |
| `emailaddress1` | string | No       | —       | Primary email address                                 |
| `telephone1`    | string | No       | —       | Business phone                                        |
| `mobilephone`   | string | No       | —       | Mobile phone                                          |
| `jobtitle`      | string | No       | —       | Job title                                             |
| `department`    | string | No       | —       | Department                                            |
| `statecode`     | number | No       | —       | State code (0=Active, 1=Inactive)                     |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "contactId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the contact to update"
      },
      "firstname": {
        "type": "string",
        "description": "First name"
      },
      "lastname": {
        "type": "string",
        "description": "Last name"
      },
      "emailaddress1": {
        "type": "string",
        "description": "Primary email address"
      },
      "telephone1": {
        "type": "string",
        "description": "Business phone"
      },
      "mobilephone": {
        "type": "string",
        "description": "Mobile phone"
      },
      "jobtitle": {
        "type": "string",
        "description": "Job title"
      },
      "department": {
        "type": "string",
        "description": "Department"
      },
      "statecode": {
        "type": "number",
        "description": "State code (0=Active, 1=Inactive)"
      }
    },
    "required": [
      "PCID",
      "contactId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_delete\_contact

Deletes a contact from Microsoft Dynamics CRM

**Parameters:**

| Parameter   | Type   | Required | Default | Description                                           |
| ----------- | ------ | -------- | ------- | ----------------------------------------------------- |
| `contactId` | string | Yes      | —       | The unique identifier (GUID) of the contact to delete |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "contactId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the contact to delete"
      }
    },
    "required": [
      "PCID",
      "contactId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_list\_leads

Lists all leads in Microsoft Dynamics CRM with optional filtering and pagination

**Parameters:**

| Parameter   | Type   | Required | Default | Description                                                                                           |
| ----------- | ------ | -------- | ------- | ----------------------------------------------------------------------------------------------------- |
| `pageSize`  | number | No       | `20`    | Number of leads per page (max 100)                                                                    |
| `pageToken` | string | No       | —       | Token for pagination to get next page                                                                 |
| `filter`    | string | No       | —       | OData filter expression (e.g., "statecode eq 0" for open leads, "leadqualitycode eq 1" for hot leads) |
| `select`    | string | No       | —       | Comma-separated list of fields to return                                                              |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "pageSize": {
        "type": "number",
        "default": 20,
        "description": "Number of leads per page (max 100)"
      },
      "pageToken": {
        "type": "string",
        "description": "Token for pagination to get next page"
      },
      "filter": {
        "type": "string",
        "description": "OData filter expression (e.g., \"statecode eq 0\" for open leads, \"leadqualitycode eq 1\" for hot leads)"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_get\_lead

Gets a specific lead by ID from Microsoft Dynamics CRM

**Parameters:**

| Parameter | Type   | Required | Default | Description                              |
| --------- | ------ | -------- | ------- | ---------------------------------------- |
| `leadId`  | string | Yes      | —       | The unique identifier (GUID) of the lead |
| `select`  | string | No       | —       | Comma-separated list of fields to return |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "leadId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the lead"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return"
      }
    },
    "required": [
      "PCID",
      "leadId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_create\_lead

Creates a new lead in Microsoft Dynamics CRM

**Parameters:**

| Parameter                  | Type   | Required | Default | Description                                                                                                                                                       |
| -------------------------- | ------ | -------- | ------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `subject`                  | string | Yes      | —       | Lead topic/subject (required)                                                                                                                                     |
| `firstname`                | string | No       | —       | First name                                                                                                                                                        |
| `lastname`                 | string | Yes      | —       | Last name (required)                                                                                                                                              |
| `companyname`              | string | No       | —       | Company name                                                                                                                                                      |
| `emailaddress1`            | string | No       | —       | Primary email address                                                                                                                                             |
| `telephone1`               | string | No       | —       | Business phone                                                                                                                                                    |
| `mobilephone`              | string | No       | —       | Mobile phone                                                                                                                                                      |
| `websiteurl`               | string | No       | —       | Website URL                                                                                                                                                       |
| `jobtitle`                 | string | No       | —       | Job title                                                                                                                                                         |
| `leadqualitycode`          | number | No       | —       | Lead quality (1=Hot, 2=Warm, 3=Cold)                                                                                                                              |
| `leadsourcecode`           | number | No       | —       | Lead source (1=Advertisement, 2=Employee Referral, 3=External Referral, 4=Partner, 5=Public Relations, 6=Seminar, 7=Trade Show, 8=Web, 9=Word of Mouth, 10=Other) |
| `budgetamount`             | number | No       | —       | Budget amount                                                                                                                                                     |
| `estimatedamount`          | number | No       | —       | Estimated revenue                                                                                                                                                 |
| `estimatedclosedate`       | string | No       | —       | Estimated close date (ISO 8601 format)                                                                                                                            |
| `address1_line1`           | string | No       | —       | Street address                                                                                                                                                    |
| `address1_city`            | string | No       | —       | City                                                                                                                                                              |
| `address1_stateorprovince` | string | No       | —       | State/Province                                                                                                                                                    |
| `address1_postalcode`      | string | No       | —       | Postal code                                                                                                                                                       |
| `address1_country`         | string | No       | —       | Country                                                                                                                                                           |
| `description`              | string | No       | —       | Description/notes                                                                                                                                                 |
| `ownerId`                  | string | No       | —       | Owner/user ID (GUID) to assign this lead to                                                                                                                       |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "subject": {
        "type": "string",
        "description": "Lead topic/subject (required)"
      },
      "firstname": {
        "type": "string",
        "description": "First name"
      },
      "lastname": {
        "type": "string",
        "description": "Last name (required)"
      },
      "companyname": {
        "type": "string",
        "description": "Company name"
      },
      "emailaddress1": {
        "type": "string",
        "description": "Primary email address"
      },
      "telephone1": {
        "type": "string",
        "description": "Business phone"
      },
      "mobilephone": {
        "type": "string",
        "description": "Mobile phone"
      },
      "websiteurl": {
        "type": "string",
        "description": "Website URL"
      },
      "jobtitle": {
        "type": "string",
        "description": "Job title"
      },
      "leadqualitycode": {
        "type": "number",
        "description": "Lead quality (1=Hot, 2=Warm, 3=Cold)"
      },
      "leadsourcecode": {
        "type": "number",
        "description": "Lead source (1=Advertisement, 2=Employee Referral, 3=External Referral, 4=Partner, 5=Public Relations, 6=Seminar, 7=Trade Show, 8=Web, 9=Word of Mouth, 10=Other)"
      },
      "budgetamount": {
        "type": "number",
        "description": "Budget amount"
      },
      "estimatedamount": {
        "type": "number",
        "description": "Estimated revenue"
      },
      "estimatedclosedate": {
        "type": "string",
        "description": "Estimated close date (ISO 8601 format)"
      },
      "address1_line1": {
        "type": "string",
        "description": "Street address"
      },
      "address1_city": {
        "type": "string",
        "description": "City"
      },
      "address1_stateorprovince": {
        "type": "string",
        "description": "State/Province"
      },
      "address1_postalcode": {
        "type": "string",
        "description": "Postal code"
      },
      "address1_country": {
        "type": "string",
        "description": "Country"
      },
      "description": {
        "type": "string",
        "description": "Description/notes"
      },
      "ownerId": {
        "type": "string",
        "description": "Owner/user ID (GUID) to assign this lead to"
      }
    },
    "required": [
      "PCID",
      "subject",
      "lastname"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_update\_lead

Updates an existing lead in Microsoft Dynamics CRM

**Parameters:**

| Parameter         | Type   | Required | Default | Description                                        |
| ----------------- | ------ | -------- | ------- | -------------------------------------------------- |
| `leadId`          | string | Yes      | —       | The unique identifier (GUID) of the lead to update |
| `subject`         | string | No       | —       | Lead topic/subject                                 |
| `firstname`       | string | No       | —       | First name                                         |
| `lastname`        | string | No       | —       | Last name                                          |
| `companyname`     | string | No       | —       | Company name                                       |
| `emailaddress1`   | string | No       | —       | Primary email address                              |
| `telephone1`      | string | No       | —       | Business phone                                     |
| `leadqualitycode` | number | No       | —       | Lead quality (1=Hot, 2=Warm, 3=Cold)               |
| `budgetamount`    | number | No       | —       | Budget amount                                      |
| `description`     | string | No       | —       | Description/notes                                  |
| `statecode`       | number | No       | —       | State code (0=Open, 1=Qualified, 2=Disqualified)   |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "leadId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the lead to update"
      },
      "subject": {
        "type": "string",
        "description": "Lead topic/subject"
      },
      "firstname": {
        "type": "string",
        "description": "First name"
      },
      "lastname": {
        "type": "string",
        "description": "Last name"
      },
      "companyname": {
        "type": "string",
        "description": "Company name"
      },
      "emailaddress1": {
        "type": "string",
        "description": "Primary email address"
      },
      "telephone1": {
        "type": "string",
        "description": "Business phone"
      },
      "leadqualitycode": {
        "type": "number",
        "description": "Lead quality (1=Hot, 2=Warm, 3=Cold)"
      },
      "budgetamount": {
        "type": "number",
        "description": "Budget amount"
      },
      "description": {
        "type": "string",
        "description": "Description/notes"
      },
      "statecode": {
        "type": "number",
        "description": "State code (0=Open, 1=Qualified, 2=Disqualified)"
      }
    },
    "required": [
      "PCID",
      "leadId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_delete\_lead

Deletes a lead from Microsoft Dynamics CRM

**Parameters:**

| Parameter | Type   | Required | Default | Description                                        |
| --------- | ------ | -------- | ------- | -------------------------------------------------- |
| `leadId`  | string | Yes      | —       | The unique identifier (GUID) of the lead to delete |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "leadId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the lead to delete"
      }
    },
    "required": [
      "PCID",
      "leadId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_list\_opportunities

Lists all opportunities in Microsoft Dynamics CRM with optional filtering and pagination

**Parameters:**

| Parameter   | Type   | Required | Default | Description                                                                                                                 |
| ----------- | ------ | -------- | ------- | --------------------------------------------------------------------------------------------------------------------------- |
| `pageSize`  | number | No       | `20`    | Number of opportunities per page (max 100)                                                                                  |
| `pageToken` | string | No       | —       | Token for pagination to get next page                                                                                       |
| `filter`    | string | No       | —       | OData filter expression (e.g., "statecode eq 0" for open opportunities, "opportunityratingcode eq 1" for hot opportunities) |
| `select`    | string | No       | —       | Comma-separated list of fields to return                                                                                    |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "pageSize": {
        "type": "number",
        "default": 20,
        "description": "Number of opportunities per page (max 100)"
      },
      "pageToken": {
        "type": "string",
        "description": "Token for pagination to get next page"
      },
      "filter": {
        "type": "string",
        "description": "OData filter expression (e.g., \"statecode eq 0\" for open opportunities, \"opportunityratingcode eq 1\" for hot opportunities)"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_get\_opportunity

Gets a specific opportunity by ID from Microsoft Dynamics CRM

**Parameters:**

| Parameter       | Type   | Required | Default | Description                                     |
| --------------- | ------ | -------- | ------- | ----------------------------------------------- |
| `opportunityId` | string | Yes      | —       | The unique identifier (GUID) of the opportunity |
| `select`        | string | No       | —       | Comma-separated list of fields to return        |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "opportunityId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the opportunity"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return"
      }
    },
    "required": [
      "PCID",
      "opportunityId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_create\_opportunity

Creates a new opportunity in Microsoft Dynamics CRM

**Parameters:**

| Parameter               | Type   | Required | Default     | Description                                                     |
| ----------------------- | ------ | -------- | ----------- | --------------------------------------------------------------- |
| `name`                  | string | Yes      | —           | Opportunity name (required)                                     |
| `customerId`            | string | Yes      | —           | Customer ID (GUID) - can be an account or contact ID (required) |
| `customerType`          | string | No       | `"account"` | Whether customerId refers to an account or contact              |
| `estimatedvalue`        | number | No       | —           | Estimated value/revenue                                         |
| `budgetamount`          | number | No       | —           | Budget amount                                                   |
| `estimatedclosedate`    | string | No       | —           | Estimated close date (ISO 8601 format)                          |
| `opportunityratingcode` | number | No       | —           | Rating (1=Hot, 2=Warm, 3=Cold)                                  |
| `closeprobability`      | number | No       | —           | Close probability (0-100)                                       |
| `prioritycode`          | number | No       | —           | Priority (1=Default, 2=High, 3=Low)                             |
| `description`           | string | No       | —           | Description                                                     |
| `stepname`              | string | No       | —           | Sales stage name                                                |
| `parentAccountId`       | string | No       | —           | Parent account ID (GUID)                                        |
| `parentContactId`       | string | No       | —           | Parent contact ID (GUID)                                        |
| `ownerId`               | string | No       | —           | Owner/user ID (GUID) to assign this opportunity to              |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "name": {
        "type": "string",
        "description": "Opportunity name (required)"
      },
      "customerId": {
        "type": "string",
        "description": "Customer ID (GUID) - can be an account or contact ID (required)"
      },
      "customerType": {
        "type": "string",
        "enum": [
          "account",
          "contact"
        ],
        "default": "account",
        "description": "Whether customerId refers to an account or contact"
      },
      "estimatedvalue": {
        "type": "number",
        "description": "Estimated value/revenue"
      },
      "budgetamount": {
        "type": "number",
        "description": "Budget amount"
      },
      "estimatedclosedate": {
        "type": "string",
        "description": "Estimated close date (ISO 8601 format)"
      },
      "opportunityratingcode": {
        "type": "number",
        "description": "Rating (1=Hot, 2=Warm, 3=Cold)"
      },
      "closeprobability": {
        "type": "number",
        "description": "Close probability (0-100)"
      },
      "prioritycode": {
        "type": "number",
        "description": "Priority (1=Default, 2=High, 3=Low)"
      },
      "description": {
        "type": "string",
        "description": "Description"
      },
      "stepname": {
        "type": "string",
        "description": "Sales stage name"
      },
      "parentAccountId": {
        "type": "string",
        "description": "Parent account ID (GUID)"
      },
      "parentContactId": {
        "type": "string",
        "description": "Parent contact ID (GUID)"
      },
      "ownerId": {
        "type": "string",
        "description": "Owner/user ID (GUID) to assign this opportunity to"
      }
    },
    "required": [
      "PCID",
      "name",
      "customerId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_update\_opportunity

Updates an existing opportunity in Microsoft Dynamics CRM

**Parameters:**

| Parameter               | Type   | Required | Default | Description                                                                             |
| ----------------------- | ------ | -------- | ------- | --------------------------------------------------------------------------------------- |
| `opportunityId`         | string | Yes      | —       | The unique identifier (GUID) of the opportunity to update                               |
| `name`                  | string | No       | —       | Opportunity name                                                                        |
| `customerId`            | string | No       | —       | Customer ID (GUID) - can be an account or contact ID                                    |
| `customerType`          | string | No       | —       | Whether customerId refers to an account or contact (required if customerId is provided) |
| `estimatedvalue`        | number | No       | —       | Estimated value/revenue                                                                 |
| `budgetamount`          | number | No       | —       | Budget amount                                                                           |
| `estimatedclosedate`    | string | No       | —       | Estimated close date (ISO 8601 format)                                                  |
| `opportunityratingcode` | number | No       | —       | Rating (1=Hot, 2=Warm, 3=Cold)                                                          |
| `closeprobability`      | number | No       | —       | Close probability (0-100)                                                               |
| `description`           | string | No       | —       | Description                                                                             |
| `stepname`              | string | No       | —       | Sales stage name                                                                        |
| `statecode`             | number | No       | —       | State code (0=Open, 1=Won, 2=Lost)                                                      |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "opportunityId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the opportunity to update"
      },
      "name": {
        "type": "string",
        "description": "Opportunity name"
      },
      "customerId": {
        "type": "string",
        "description": "Customer ID (GUID) - can be an account or contact ID"
      },
      "customerType": {
        "type": "string",
        "enum": [
          "account",
          "contact"
        ],
        "description": "Whether customerId refers to an account or contact (required if customerId is provided)"
      },
      "estimatedvalue": {
        "type": "number",
        "description": "Estimated value/revenue"
      },
      "budgetamount": {
        "type": "number",
        "description": "Budget amount"
      },
      "estimatedclosedate": {
        "type": "string",
        "description": "Estimated close date (ISO 8601 format)"
      },
      "opportunityratingcode": {
        "type": "number",
        "description": "Rating (1=Hot, 2=Warm, 3=Cold)"
      },
      "closeprobability": {
        "type": "number",
        "description": "Close probability (0-100)"
      },
      "description": {
        "type": "string",
        "description": "Description"
      },
      "stepname": {
        "type": "string",
        "description": "Sales stage name"
      },
      "statecode": {
        "type": "number",
        "description": "State code (0=Open, 1=Won, 2=Lost)"
      }
    },
    "required": [
      "PCID",
      "opportunityId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_delete\_opportunity

Deletes an opportunity from Microsoft Dynamics CRM

**Parameters:**

| Parameter       | Type   | Required | Default | Description                                               |
| --------------- | ------ | -------- | ------- | --------------------------------------------------------- |
| `opportunityId` | string | Yes      | —       | The unique identifier (GUID) of the opportunity to delete |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "opportunityId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the opportunity to delete"
      }
    },
    "required": [
      "PCID",
      "opportunityId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_get\_entity\_definitions

Gets metadata about all available entities in Microsoft Dynamics CRM. Use this to discover what entities exist and their API names.

**Parameters:**

| Parameter | Type   | Required | Default | Description                                                                                           |
| --------- | ------ | -------- | ------- | ----------------------------------------------------------------------------------------------------- |
| `select`  | string | No       | —       | Comma-separated list of metadata properties to return (e.g., "LogicalName,DisplayName,EntitySetName") |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of metadata properties to return (e.g., \"LogicalName,DisplayName,EntitySetName\")"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_get\_entity\_attributes

Gets metadata about attributes (fields/columns) for a specific entity in Microsoft Dynamics CRM. Use this to discover what fields are available for an entity.

**Parameters:**

| Parameter           | Type   | Required | Default | Description                                                                                                              |
| ------------------- | ------ | -------- | ------- | ------------------------------------------------------------------------------------------------------------------------ |
| `entityLogicalName` | string | Yes      | —       | The logical name of the entity (e.g., "account", "contact", "lead", "opportunity", or custom entity name)                |
| `select`            | string | No       | —       | Comma-separated list of attribute properties to return                                                                   |
| `filter`            | string | No       | —       | OData filter (e.g., "IsCustomAttribute eq true" for custom fields only, "IsValidForCreate eq true" for creatable fields) |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "entityLogicalName": {
        "type": "string",
        "description": "The logical name of the entity (e.g., \"account\", \"contact\", \"lead\", \"opportunity\", or custom entity name)"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of attribute properties to return"
      },
      "filter": {
        "type": "string",
        "description": "OData filter (e.g., \"IsCustomAttribute eq true\" for custom fields only, \"IsValidForCreate eq true\" for creatable fields)"
      }
    },
    "required": [
      "PCID",
      "entityLogicalName"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_list\_system\_users

Lists system users in Microsoft Dynamics CRM. Useful for finding user IDs to assign records.

**Parameters:**

| Parameter   | Type   | Required | Default | Description                                                                 |
| ----------- | ------ | -------- | ------- | --------------------------------------------------------------------------- |
| `pageSize`  | number | No       | `20`    | Number of users per page (max 100)                                          |
| `pageToken` | string | No       | —       | Token for pagination to get next page                                       |
| `filter`    | string | No       | —       | OData filter expression (e.g., "isdisabled eq false" for active users only) |
| `select`    | string | No       | —       | Comma-separated list of fields to return                                    |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "pageSize": {
        "type": "number",
        "default": 20,
        "description": "Number of users per page (max 100)"
      },
      "pageToken": {
        "type": "string",
        "description": "Token for pagination to get next page"
      },
      "filter": {
        "type": "string",
        "description": "OData filter expression (e.g., \"isdisabled eq false\" for active users only)"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_get\_system\_user

Gets a specific system user by ID from Microsoft Dynamics CRM

**Parameters:**

| Parameter      | Type   | Required | Default | Description                                     |
| -------------- | ------ | -------- | ------- | ----------------------------------------------- |
| `systemUserId` | string | Yes      | —       | The unique identifier (GUID) of the system user |
| `select`       | string | No       | —       | Comma-separated list of fields to return        |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "systemUserId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the system user"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return"
      }
    },
    "required": [
      "PCID",
      "systemUserId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_query\_entity

Queries any entity in Microsoft Dynamics CRM using OData syntax. Use get\_entity\_definitions to find available entities.

**Parameters:**

| Parameter       | Type   | Required | Default | Description                                                                                                          |
| --------------- | ------ | -------- | ------- | -------------------------------------------------------------------------------------------------------------------- |
| `entitySetName` | string | Yes      | —       | The entity set name (plural form, e.g., "accounts", "contacts", "leads", "opportunities", or custom entity set name) |
| `filter`        | string | No       | —       | OData \$filter expression                                                                                            |
| `select`        | string | No       | —       | Comma-separated list of fields to return (\$select)                                                                  |
| `orderby`       | string | No       | —       | Field(s) to sort by (\$orderby, e.g., "modifiedon desc")                                                             |
| `top`           | number | No       | —       | Maximum number of records to return (\$top)                                                                          |
| `expand`        | string | No       | —       | Related entities to expand (\$expand)                                                                                |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "entitySetName": {
        "type": "string",
        "description": "The entity set name (plural form, e.g., \"accounts\", \"contacts\", \"leads\", \"opportunities\", or custom entity set name)"
      },
      "filter": {
        "type": "string",
        "description": "OData $filter expression"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return ($select)"
      },
      "orderby": {
        "type": "string",
        "description": "Field(s) to sort by ($orderby, e.g., \"modifiedon desc\")"
      },
      "top": {
        "type": "number",
        "description": "Maximum number of records to return ($top)"
      },
      "expand": {
        "type": "string",
        "description": "Related entities to expand ($expand)"
      }
    },
    "required": [
      "PCID",
      "entitySetName"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_get\_record

Gets a single record from any entity in Microsoft Dynamics CRM by ID

**Parameters:**

| Parameter       | Type   | Required | Default | Description                                                     |
| --------------- | ------ | -------- | ------- | --------------------------------------------------------------- |
| `entitySetName` | string | Yes      | —       | The entity set name (plural form, e.g., "accounts", "contacts") |
| `recordId`      | string | Yes      | —       | The unique identifier (GUID) of the record                      |
| `select`        | string | No       | —       | Comma-separated list of fields to return                        |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "entitySetName": {
        "type": "string",
        "description": "The entity set name (plural form, e.g., \"accounts\", \"contacts\")"
      },
      "recordId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the record"
      },
      "select": {
        "type": "string",
        "description": "Comma-separated list of fields to return"
      }
    },
    "required": [
      "PCID",
      "entitySetName",
      "recordId"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_create\_record

Creates a record in any entity in Microsoft Dynamics CRM. Use get\_entity\_attributes to discover required fields.

**Parameters:**

| Parameter       | Type   | Required | Default | Description                                                                                |
| --------------- | ------ | -------- | ------- | ------------------------------------------------------------------------------------------ |
| `entitySetName` | string | Yes      | —       | The entity set name (plural form, e.g., "accounts", "contacts", or custom entity set name) |
| `data`          | object | Yes      | —       | The record data as a JSON object. Use field logical names as keys.                         |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "entitySetName": {
        "type": "string",
        "description": "The entity set name (plural form, e.g., \"accounts\", \"contacts\", or custom entity set name)"
      },
      "data": {
        "type": "object",
        "additionalProperties": true,
        "description": "The record data as a JSON object. Use field logical names as keys."
      }
    },
    "required": [
      "PCID",
      "entitySetName",
      "data"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_update\_record

Updates a record in any entity in Microsoft Dynamics CRM

**Parameters:**

| Parameter       | Type   | Required | Default | Description                                                                    |
| --------------- | ------ | -------- | ------- | ------------------------------------------------------------------------------ |
| `entitySetName` | string | Yes      | —       | The entity set name (plural form, e.g., "accounts", "contacts")                |
| `recordId`      | string | Yes      | —       | The unique identifier (GUID) of the record to update                           |
| `data`          | object | Yes      | —       | The fields to update as a JSON object. Only include fields you want to change. |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "entitySetName": {
        "type": "string",
        "description": "The entity set name (plural form, e.g., \"accounts\", \"contacts\")"
      },
      "recordId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the record to update"
      },
      "data": {
        "type": "object",
        "additionalProperties": true,
        "description": "The fields to update as a JSON object. Only include fields you want to change."
      }
    },
    "required": [
      "PCID",
      "entitySetName",
      "recordId",
      "data"
    ]
  }
  ```
</Expandable>

***

## dynamics-crm\_delete\_record

Deletes a record from any entity in Microsoft Dynamics CRM

**Parameters:**

| Parameter       | Type   | Required | Default | Description                                                     |
| --------------- | ------ | -------- | ------- | --------------------------------------------------------------- |
| `entitySetName` | string | Yes      | —       | The entity set name (plural form, e.g., "accounts", "contacts") |
| `recordId`      | string | Yes      | —       | The unique identifier (GUID) of the record to delete            |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID for the Dynamics CRM connection"
      },
      "entitySetName": {
        "type": "string",
        "description": "The entity set name (plural form, e.g., \"accounts\", \"contacts\")"
      },
      "recordId": {
        "type": "string",
        "description": "The unique identifier (GUID) of the record to delete"
      }
    },
    "required": [
      "PCID",
      "entitySetName",
      "recordId"
    ]
  }
  ```
</Expandable>