dynamics365crm-python

Dynamics365CRM API wrapper for Dynamics 365 written in Python. This library works for API version: v9.0

Installing

pip install dynamics365crm-python

Usage

If you will not use the oauth authentication and you already have an access token, call the library like this:

• resource = the url of the CRM, example: https://example.crm2.dynamics.com/

from dynamics365crm.client import Client
client = Client('RESOURCE', 'ACCESS_TOKEN')

If you will use the oauth authentication call the library like this:

from dynamics365crm.client import Client
client = Client('RESOURCE', CLIENT_ID', 'CLIENT_SECRET')

Get authorization url

url = client.url_petition("REDIRECT_URL")

Exchange the code for an access token

token = client.exchange_code('REDIRECT_URL', 'CODE')

Refresh token

token = client.refresh_token('REFRESH TOKEN', 'REDIRECT_URL')

Set token

token = client.set_token('TOKEN')

Contacts Section

• see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/contact?view=dynamics-ce-odata-9

Get Contacts

can receive orderby, filter, select, top, expand

list_contacts = client.get_contacts()

Create Contact

create_contact = client.create_contact(firstname="FIRSTNAME", lastname="LASTNAME", middlename="MIDDLENAME", emailaddress1="EMAILADDRESS")

Delete Contact

delete_contact = client.delete_contact('ID')

Update Contact

update_contact = client.update_contact('ID', firstname="FIRSTNAME", lastname="LASTNAME", middlename="MIDDLENAME", emailaddress1="EMAILADDRESS")

Accounts Section

• see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/account?view=dynamics-ce-odata-9

Get Accounts

can receive orderby, filter, select, top, expand

get_accounts = client.get_accounts()

Create Account

create_account = client.create_account(name="NAME", websiteurl="WWW.WEBSITE.COM")

Delete Account

create_account = client.delete_account('ID')

Update Account

update_account = client.update_account(id="ID", name="NAME")

Opportunities Section

• see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/opportunity?view=dynamics-ce-odata-9

Get Opportunities

can receive orderby, filter, select, top, expand

list_opportunities = client.get_opportunities()

Create Opportunities

create_opportunities = client.create_opportunity(name="OPPORTUNITY NAME")

Delete Opportunities

delete_opportunities = client.delete_opportunity(id="OPPORTUNITY ID")

Update Opportunities

update_opportunities = client.update_opportunity(id="OPPORTUNITY ID", name="OPPORTUNITY NAME", description="SOME DESCRIPTION")

Leads Section

• see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/lead?view=dynamics-ce-odata-9

Get Leads

can receive orderby, filter, select, top, expand

list_leads = client.get_leads()

Create Lead

create_leads = client.create_lead(fullname="LEAD NAME", subject="LEAD SUBJECT", mobilephone="123456", websiteurl="WWW.WEBSITE.COM", middlename="MIDDLE LEAD NAME")

Delete Lead

delete_leads = client.delete_lead("ID")

Update Lead

update_leads = client.update_lead(fullname="LEAD NAME", subject="LEAD SUBJECT", mobilephone="123456", websiteurl="WWW.WEBSITE.COM", middlename="MIDDLE LEAD NAME")

Campaign Section

• see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/campaign?view=dynamics-ce-odata-9

Get Campaigns

can receive orderby, filter, select, top, expand

list_campaigns = client.get_campaigns()

Create Campaign

create_campaign = client.create_campaign(name="CAMPAIGN NAME", description="SOME DESCRIPTION")

Delete Campaign

delete_campaign = client.delete_campaign(id="ID")

Update Campaign

update_campaign = client.update_campaign(id="ID", name="CAMPAIGN NAME", description="SOME DESCRIPTION")

Requirements

• requests

Tests

dynamics365crm/test.py

Contributing

We are always grateful for any kind of contribution including but not limited to bug reports, code enhancements, bug fixes, and even functionality suggestions.

You can report any bug you find or suggest new functionality with a new issue.

If you want to add yourself some functionality to the wrapper:

1. Fork it ( https://github.com/GearPlug/dynamics365crm-python )
2. Create your feature branch (git checkout -b my-new-feature)
3. Commit your changes (git commit -am 'Adds my new feature')
4. Push to the branch (git push origin my-new-feature)
5. Create a new Pull Request