Microsoft Dynamics 365 Sales Leads API

Sales lead records

Documentation GitHub OpenAPI

Business capability

Opportunity & Pipeline Management BC-410.30

Operations 5

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /leads Search and list leads · Query leads #

Ask an LLM

“How do I get a list of my sales leads from Dynamics 365?”

“Can I filter leads to only show certain ones and choose which fields come back?”

Tell an agent

List leads matching {filter}.

Show all leads with only the fields {select}.

POST /leads Capture a new lead · Create a lead #

Ask an LLM

“How do I add a new prospect as a lead?”

“Can I create a lead record from a web form submission?”

Tell an agent

Create a new lead.

Add this prospect as a lead in the CRM.

GET /leads({leadid}) Look up a single lead by ID · Get a lead #

Ask an LLM

“Where can I see the full record for one lead?”

“What information is stored on a particular lead?”

Tell an agent

Get lead {leadid}.

Show me the details for lead {leadid}.

PATCH /leads({leadid}) Update an existing lead · Update a lead #

Ask an LLM

“What's the way to correct details on a lead that already exists?”

“Can I edit a lead's record after capturing it?”

Tell an agent

Update lead {leadid} with the new details.

Edit the existing lead {leadid}.

DELETE /leads({leadid}) Delete a lead · Delete a lead #

Ask an LLM

“How do I permanently remove a lead?”

“Can I delete a junk or spam lead?”

Tell an agent destructive · confirm first

Delete lead {leadid}.

Remove the spam lead {leadid}.

Specifications

⚙

OpenAPI

https://raw.githubusercontent.com/api-evangelist/microsoft-dynamics-365-sales/refs/heads/main/openapi/microsoft-dynamics-365-sales-leads-api-openapi.yml

Other Resources

🔗

Overlay

https://raw.githubusercontent.com/api-evangelist/microsoft-dynamics-365-sales/refs/heads/main/overlays/microsoft-dynamics-365-sales-leads-api-overlay.yaml

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Microsoft Dataverse Web API (Dynamics 365 Sales) Leads API
  description: 'OData v4 RESTful Web API for Microsoft Dataverse, the platform behind

    Dynamics 365 Sales. Used to create, read, update, and delete Dynamics

    365 Sales records (accounts, contacts, leads, opportunities, quotes,

    orders, invoices, products, tasks) and to invoke bound and unbound

    actions and functions. Authentication uses OAuth 2.0 bearer tokens

    issued by Microsoft Entra ID; the endpoint is per-environment, for

    example https://{org}.api.crm.dynamics.com/api/data/v9.2/.'
  version: v9.2
  contact:
    name: Kin Lane
    email: kin@apievangelist.com
  license:
    name: Microsoft Terms of Use
    url: https://www.microsoft.com/en-us/legal/terms-of-use
servers:
- url: https://{org}.api.crm.dynamics.com/api/data/v9.2
  description: Dataverse environment endpoint
  variables:
    org:
      default: contoso
      description: Dataverse organization (environment) prefix
security:
- oauth2: []
tags:
- name: Leads
  description: Sales lead records
paths:
  /leads:
    get:
      tags:
      - Leads
      summary: Query leads
      operationId: leads_list
      parameters:
      - $ref: '#/components/parameters/select'
      - $ref: '#/components/parameters/filter'
      responses:
        '200':
          description: OK
    post:
      tags:
      - Leads
      summary: Create a lead
      operationId: leads_create
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
      responses:
        '204':
          description: No Content
  /leads({leadid}):
    get:
      tags:
      - Leads
      summary: Get a lead
      operationId: leads_get
      parameters:
      - name: leadid
        in: path
        required: true
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: OK
    patch:
      tags:
      - Leads
      summary: Update a lead
      operationId: leads_update
      parameters:
      - name: leadid
        in: path
        required: true
        schema:
          type: string
          format: uuid
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
      responses:
        '204':
          description: No Content
    delete:
      tags:
      - Leads
      summary: Delete a lead
      operationId: leads_delete
      parameters:
      - name: leadid
        in: path
        required: true
        schema:
          type: string
          format: uuid
      responses:
        '204':
          description: No Content
components:
  parameters:
    filter:
      name: $filter
      in: query
      schema:
        type: string
    select:
      name: $select
      in: query
      schema:
        type: string
  securitySchemes:
    oauth2:
      type: oauth2
      description: Microsoft Entra ID OAuth 2.0 bearer token
      flows:
        authorizationCode:
          authorizationUrl: https://login.microsoftonline.com/common/oauth2/v2.0/authorize
          tokenUrl: https://login.microsoftonline.com/common/oauth2/v2.0/token
          scopes:
            https://{org}.api.crm.dynamics.com/.default: Dataverse environment access
        clientCredentials:
          tokenUrl: https://login.microsoftonline.com/common/oauth2/v2.0/token
          scopes:
            https://{org}.api.crm.dynamics.com/.default: Service-to-service access