Add Microsoft Dynamics 365 CRM integration

.env.example

@@ -1,3 +1,5 @@
+# Autohive Integrations — environment variables for integration tests
+=======
 # ============================================================================
 # Autohive Integrations - environment variables for integration tests
 # ============================================================================
@@ -49,6 +51,13 @@
 # -- Coda --
 # CODA_API_KEY=
 
+# -- Dynamics 365 --
+# D365_ORG_URL=
+# D365_ACCESS_TOKEN=
+# D365_TEST_ACCOUNT_ID=
+# D365_TEST_CONTACT_ID=
+# D365_TEST_LEAD_ID=
+# D365_TEST_OPPORTUNITY_ID=
 # -- Dropbox --
 # DROPBOX_ACCESS_TOKEN=
 # Optional: parent folder for destructive integration tests (default: /autohive_integration_test)

README.md

@@ -55,6 +55,12 @@ Supports basic HTTP authentication and Bearer token authentication via the SDK.
 
 [box](box): Manages files and folders in Box cloud storage. Supports listing shared folders, searching files, downloading file contents, uploading files, and browsing folder contents with recursive support. Uses OAuth2 authentication.
 
+### Dynamics 365
+
+| dynamics365 | Microsoft Dynamics 365 CRM integration for managing Accounts, Contacts, Leads, Opportunities, and Tasks | Platform OAuth2 |
+
+[dynamics365](dynamics365): Microsoft Dynamics 365 CRM integration for managing the full sales lifecycle through the OData v4 REST API. Supports listing, retrieving, creating, and updating Accounts, Contacts, Leads, and Opportunities, qualifying leads into downstream CRM records, and creating Tasks linked to any CRM entity. Features platform OAuth2 authentication, OData filter expressions for server-side search, and navigation property bindings for entity relationships. Includes 17 actions covering Accounts (4), Contacts (4), Leads (4 including qualify), Opportunities (3), and Tasks (2). Ideal for CRM automation, sales pipeline management, lead nurturing workflows, and contact data synchronization.
+
 ### Dropbox
 
 [dropbox](dropbox): Cloud file storage integration with Dropbox API v2 for comprehensive file and folder management. Supports folder listing with recursive browsing and cursor-based pagination, file and folder metadata retrieval, temporary download link generation (valid for 4 hours), file uploads with conflict handling modes (add, overwrite), folder creation, and complete file operations (delete, move, copy with autorename support). Features OAuth 2.0 authentication with automatic token management and support for mounted folders. Includes 8 actions covering file browsing, metadata access, uploads, and file organization. Ideal for file synchronization, backup workflows, document management, and cloud storage automation.

dynamics365/README.md

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+# Microsoft Dynamics 365 Integration for Autohive
+
+Connects Autohive to Microsoft Dynamics 365 CRM for managing Accounts, Contacts, Leads, Opportunities, and Tasks through the OData v4 REST API.
+
+## Description
+
+This integration provides comprehensive access to Microsoft Dynamics 365 CRM, enabling agents to manage the full sales lifecycle — from lead capture through opportunity close. It interacts with the Dynamics 365 Web API (`/api/data/v9.2/`) using platform OAuth2 authentication.
+
+Key capabilities include listing, retrieving, creating, and updating Accounts and Contacts, managing Leads with qualification support (creating downstream Account/Contact/Opportunity records), Opportunity pipeline management with estimated value and close date tracking, and Task/activity creation linked to any CRM entity.
+
+## Setup & Authentication
+
+**Authentication Method:** Platform OAuth2 (Microsoft Dynamics 365)
+
+Users connect their Dynamics 365 account through the Autohive platform. The `org_url` (e.g. `https://yourorg.crm.dynamics.com`) is collected alongside the OAuth credentials during setup.
+
+Required OAuth scopes:
+- `offline_access` — refresh token support
+- `https://org.crm.dynamics.com/user_impersonation` — access Dynamics 365 data
+
+## Actions
+
+### `list_accounts`
+
+List CRM accounts with optional filtering by name or industry.
+
+**Inputs:**
+- `name` (optional): Filter by account name (contains match)
+- `industry` (optional): Filter by industry code
+- `limit` (optional): Maximum records to return (default: 20)
+- `select` (optional): Comma-separated list of fields to return
+
+**Outputs:**
+- `accounts`: List of account records
+- `count`: Number of accounts returned
+
+---
+
+### `get_account`
+
+Get a single CRM account by ID.
+
+**Inputs:**
+- `account_id` (required): The account GUID
+
+**Outputs:**
+- `account`: The account record
+
+---
+
+### `create_account`
+
+Create a new CRM account.
+
+**Inputs:**
+- `name` (required): Account name
+- `email` (optional): Primary email address
+- `phone` (optional): Primary phone number
+- `website` (optional): Website URL
+- `industry` (optional): Industry code
+- `city` (optional): City
+- `country` (optional): Country
+- `description` (optional): Account description
+
+**Outputs:**
+- `account`: The created account record
+
+---
+
+### `update_account`
+
+Update an existing CRM account.
+
+**Inputs:**
+- `account_id` (required): The account GUID
+- `name` (optional): Account name
+- `email` (optional): Primary email address
+- `phone` (optional): Primary phone number
+- `website` (optional): Website URL
+- `description` (optional): Account description
+
+**Outputs:**
+- `updated`: Whether the update succeeded
+- `account_id`: The updated account GUID
+
+---
+
+### `list_contacts`
+
+List CRM contacts with optional filtering.
+
+**Inputs:**
+- `first_name` (optional): Filter by first name (contains)
+- `last_name` (optional): Filter by last name (contains)
+- `email` (optional): Filter by email address
+- `account_id` (optional): Filter by parent account GUID
+- `limit` (optional): Maximum records to return (default: 20)
+- `select` (optional): Comma-separated list of fields to return
+
+**Outputs:**
+- `contacts`: List of contact records
+- `count`: Number of contacts returned
+
+---
+
+### `get_contact`
+
+Get a single CRM contact by ID.
+
+**Inputs:**
+- `contact_id` (required): The contact GUID
+
+**Outputs:**
+- `contact`: The contact record
+
+---
+
+### `create_contact`
+
+Create a new CRM contact.
+
+**Inputs:**
+- `last_name` (required): Last name
+- `first_name` (optional): First name
+- `email` (optional): Email address
+- `phone` (optional): Phone number
+- `job_title` (optional): Job title
+- `account_id` (optional): Parent account GUID
+- `city` (optional): City
+- `country` (optional): Country
+
+**Outputs:**
+- `contact`: The created contact record
+
+---
+
+### `update_contact`
+
+Update an existing CRM contact.
+
+**Inputs:**
+- `contact_id` (required): The contact GUID
+- `first_name` (optional): First name
+- `last_name` (optional): Last name
+- `email` (optional): Email address
+- `phone` (optional): Phone number
+- `job_title` (optional): Job title
+
+**Outputs:**
+- `updated`: Whether the update succeeded
+- `contact_id`: The updated contact GUID
+
+---
+
+### `list_leads`
+
+List CRM leads with optional filtering.
+
+**Inputs:**
+- `first_name` (optional): Filter by first name (contains)
+- `last_name` (optional): Filter by last name (contains)
+- `email` (optional): Filter by email address
+- `status` (optional): Filter by status code
+- `limit` (optional): Maximum records to return (default: 20)
+
+**Outputs:**
+- `leads`: List of lead records
+- `count`: Number of leads returned
+
+---
+
+### `get_lead`
+
+Get a single CRM lead by ID.
+
+**Inputs:**
+- `lead_id` (required): The lead GUID
+
+**Outputs:**
+- `lead`: The lead record
+
+---
+
+### `create_lead`
+
+Create a new CRM lead.
+
+**Inputs:**
+- `last_name` (required): Last name
+- `company` (required): Company name
+- `first_name` (optional): First name
+- `email` (optional): Email address
+- `phone` (optional): Phone number
+- `topic` (optional): Lead topic / subject
+- `source` (optional): Lead source code
+- `description` (optional): Lead description / notes
+
+**Outputs:**
+- `lead`: The created lead record
+
+---
+
+### `qualify_lead`
+
+Qualify a lead, optionally creating downstream Account, Contact, and/or Opportunity records.
+
+**Inputs:**
+- `lead_id` (required): The lead GUID to qualify
+- `create_account` (optional): Create an account from the lead (default: `true`)
+- `create_contact` (optional): Create a contact from the lead (default: `true`)
+- `create_opportunity` (optional): Create an opportunity from the lead (default: `false`)
+
+**Outputs:**
+- `qualified`: Whether the lead was qualified successfully
+- `created_entities`: List of entities created during qualification
+
+---
+
+### `list_opportunities`
+
+List CRM opportunities with optional filtering.
+
+**Inputs:**
+- `name` (optional): Filter by opportunity name (contains)
+- `account_id` (optional): Filter by parent account GUID
+- `status` (optional): Filter by status (`Open`, `Won`, `Lost`)
+- `limit` (optional): Maximum records to return (default: 20)
+
+**Outputs:**
+- `opportunities`: List of opportunity records
+- `count`: Number of opportunities returned
+
+---
+
+### `get_opportunity`
+
+Get a single CRM opportunity by ID.
+
+**Inputs:**
+- `opportunity_id` (required): The opportunity GUID
+
+**Outputs:**
+- `opportunity`: The opportunity record
+
+---
+
+### `create_opportunity`
+
+Create a new CRM opportunity.
+
+**Inputs:**
+- `name` (required): Opportunity name
+- `account_id` (optional): Parent account GUID
+- `estimated_value` (optional): Estimated revenue value
+- `close_date` (optional): Estimated close date (ISO 8601)
+- `description` (optional): Opportunity description
+- `probability` (optional): Win probability percentage (0–100)
+
+**Outputs:**
+- `opportunity`: The created opportunity record
+
+---
+
+### `list_tasks`
+
+List CRM tasks/activities with optional filtering.
+
+**Inputs:**
+- `regarding_id` (optional): Filter by regarding entity GUID
+- `status` (optional): Filter by status (`Open`, `Completed`, `Cancelled`)
+- `limit` (optional): Maximum records to return (default: 20)
+
+**Outputs:**
+- `tasks`: List of task records
+- `count`: Number of tasks returned
+
+---
+
+### `create_task`
+
+Create a new CRM task/activity.
+
+**Inputs:**
+- `subject` (required): Task subject
+- `description` (optional): Task description
+- `due_date` (optional): Due date (ISO 8601)
+- `priority` (optional): Priority — `Low`, `Normal`, or `High` (default: `Normal`)
+- `regarding_id` (optional): GUID of the entity this task is regarding
+- `regarding_type` (optional): Entity type — `account`, `contact`, `opportunity`, or `lead`
+
+**Outputs:**
+- `task`: The created task record
+
+---
+
+## Requirements
+
+- `autohive-integrations-sdk~=2.0.0`
+- `aiohttp>=3.9.0`
+
+## Testing
+
+Install dependencies:
+```bash
+pip install -r requirements.txt
+```
+
+Run unit tests (no credentials needed):
+```bash
+python -m pytest dynamics365/tests/test_dynamics365_unit.py -v
+```
+
+Run live integration tests (requires credentials):
+```bash
+export D365_ORG_URL="https://yourorg.crm.dynamics.com"
+export D365_ACCESS_TOKEN="<your-access-token>"
+python -m pytest dynamics365/tests/test_dynamics365_integration.py -v -m "integration and not destructive"
+```
+
+Run all integration tests including destructive ones (creates/updates real CRM records):
+```bash
+export D365_ORG_URL="https://yourorg.crm.dynamics.com"
+export D365_ACCESS_TOKEN="<your-access-token>"
+python -m pytest dynamics365/tests/test_dynamics365_integration.py -v -m "integration"
+```