Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales Tasks API

Activity tasks

GitHub OpenAPI

Operations 2

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 /tasks List follow-up tasks · Query tasks #
Ask an LLM
“How do I see all tasks in Dynamics 365 Sales?”
“Can I pull my to-do activities through the API?”
Tell an agent
List all tasks.
Show me the follow-up tasks in the CRM.
POST /tasks Create a follow-up task · Create a task #
Ask an LLM
“How do I create a follow-up task for a sales rep?”
“Can I add a to-do activity through the API?”
Tell an agent
Create a new task.
Add a follow-up to-do in the CRM.

Specifications

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

Other Resources

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

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OpenAPI Specification

microsoft-dynamics-365-sales-tasks-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Microsoft Dataverse Web API (Dynamics 365 Sales) Tasks 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: Tasks
  description: Activity tasks
paths:
  /tasks:
    get:
      tags:
      - Tasks
      summary: Query tasks
      operationId: tasks_list
      responses:
        '200':
          description: OK
    post:
      tags:
      - Tasks
      summary: Create a task
      operationId: tasks_create
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
      responses:
        '204':
          description: No Content
components:
  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