MS Dynamics 365

Use MS Dynamics 365 through a saved Integration hub connection. The catalog includes 6 actions, listed below.

What you can do

Use MS Dynamics 365 through a saved Integration hub connection. The catalog includes 6 actions, listed below.

ERP, CRM and HR

Authentication: OAuth 2.0 (authorize the provider or enter the details requested by the connection form)

Actions

Action	Description
Create record create_record	Creates a new record in the specified Dynamics 365 entity (e.g., Account, Contact, Lead).
Delete record delete_record	Deletes a record from a Dynamics 365 entity using its logical name and record GUID.
Get contact get_contact	Retrieves details of a specific contact record from Dynamics 365 using its GUID.
List accounts list_accounts	Retrieves a list of account records (name, phone, email) from Dynamics 365.
Query records query_records	Performs an OData query against a Dynamics 365 entity using $filter and $select expressions.
Update record update_record	Updates an existing record in the specified Dynamics 365 entity using its GUID.

How to connect

Open Integration hub, choose MS Dynamics 365, and create a named connection. If the connection opens the provider’s consent page, sign in and authorize access. If it opens a connection form, fill the requested OAuth details and save. The provider configuration determines which route is used.

For the shared connection process, follow Connect an app.

Use it in a workflow

Add an Integration step. Choose the app, saved connection and action, then map the action inputs from your record or workflow data.

The action list comes from the integration catalog. The connection form supplies the provider-specific input fields.