Microsoft Dynamics 365 Component
Query, create, update or delete Microsoft Dynamics 365 API records
Component key: ms-dynamics#
DescriptionMicrosoft Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) intelligent business applications. This component gives you the ability to query and modify records within the Microsoft Dynamics 365 platform.
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Microsoft Dynamics 365 Connections#
MS Dynamics OAuth 2.0Input | Default | Notes | Example |
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Input Authorize URL string / Required Hidden Field | Default https://login.microsoftonline.com/organizations/oauth2/v2.0/authorize | Notes The OAuth 2.0 Authorization URL for Microsoft Dynamics 365. | Example |
Input Client ID string / Required | Default | Notes | Example |
Input Client Secret password / Required | Default | Notes | Example |
Input Scopes string | Default https://my-org.crm.dynamics.com/user_impersonation offline_access | Notes A space-delimited set of one or more scopes to get the user's permission to access. | Example |
Input Token URL string / Required | Default https://login.microsoftonline.com/organizations/oauth2/v2.0/token | Notes The OAuth 2.0 Token URL for Microsoft Dynamics 365. | Example |
Input Web API URL string / Required | Default | Notes Your organization's Microsoft Dynamics 365 Web API URL. | Example https://my-org.api.crm.dynamics.com/ |
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Actions#
Create EntityCreate a new Microsoft Dynamics 365 entity record. | key: createEntity
Input | Notes | Example |
---|---|---|
Input Connection connection / Required | Notes | Example |
Input Entity Type string / Required | Notes The type of Entity to query, usually a pluralized name | Example Contacts |
Input Field Value string Key Value List | Notes The names of the fields and their values to use when creating/updating a record | Example |
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Delete EntityDelete the specified Microsoft Dynamics 365 entity record. | key: deleteEntity
Input | Notes | Example |
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Input Connection connection / Required | Notes | Example |
Input Entity ID string / Required | Notes The ID of a specific Entity record | Example 7d577253-3ef0-4a0a-bb7f-8335c2596e70 |
Input Entity Type string / Required | Notes The type of Entity to query, usually a pluralized name | Example Contacts |
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Get EntityRetrieve a single Microsoft Dynamics 365 entity record. | key: getEntity
Input | Notes | Example |
---|---|---|
Input Connection connection / Required | Notes | Example |
Input Entity ID string / Required | Notes The ID of a specific Entity record | Example 7d577253-3ef0-4a0a-bb7f-8335c2596e70 |
Input Entity Type string / Required | Notes The type of Entity to query, usually a pluralized name | Example Contacts |
Input Expand Property Name string Value List | Notes The names of entity properties to linked entities that should be included | Example |
Input Field Name string / Required Value List | Notes The names of the fields to retrieve | Example |
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Query EntitiesQuery for Microsoft Dynamics 365 entity records that satisfy the filter expression. | key: queryEntities
Input | Default | Notes | Example |
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Input Connection connection / Required | Default | Notes | Example |
Input Entity Type string / Required | Default | Notes The type of Entity to query, usually a pluralized name | Example Contacts |
Input Expand Property Name string Value List | Default | Notes The names of entity properties to linked entities that should be included | Example |
Input Field Name string / Required Value List | Default | Notes The names of the fields to retrieve | Example |
Input Filter Expression string / Required | Default | Notes The filter expression that used for querying entity collections | Example Country_Region_Code eq 'ES' and Payment_Terms_Code eq '14 DAYS' |
Input Next Page Id string | Default | Notes The id or cookie to use for retrieving the next page of results when paginating through a large result set | Example |
Input Order By Field Name string Value List | Default | Notes The names of the fields to order by | Example |
Input Records Per Page data / Required | Default 100 | Notes The number of record to retrieve per page | Example 100 |
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Run Fetch XML QueryExecute a fetch XML query against your Microsoft Dynamics 365 instance. | key: fetchXml
Input | Notes | Example |
---|---|---|
Input Connection connection / Required | Notes | Example |
Input Entity Type string / Required | Notes The type of Entity to query, usually a pluralized name | Example Contacts |
Input Impersonate User Id string | Notes Specifies the GUID of a user to impersonate when executing the query | Example 7d577253-3ef0-4a0a-bb7f-8335c2596e70 |
Input Include Annotations string | Notes Specifies annotations to include with the result | Example * |
Input Next Page Id string | Notes The id or cookie to use for retrieving the next page of results when paginating through a large result set | Example |
Input Page Number data | Notes The page number to request | Example 1 |
Input XML Query code / Required | Notes An XML query string to use as a Fetch query in Microsoft Dynamics 365 | Example
<fetch mapping="logical">
<entity name="account">
<attribute name="accountid"/>
<attribute name="name"/>
</entity>
</fetch>
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Update EntityUpdate a Microsoft Dynamics 365 entity record. | key: updateEntity
Input | Notes | Example |
---|---|---|
Input Connection connection / Required | Notes | Example |
Input Entity ID string / Required | Notes The ID of a specific Entity record | Example 7d577253-3ef0-4a0a-bb7f-8335c2596e70 |
Input Entity Type string / Required | Notes The type of Entity to query, usually a pluralized name | Example Contacts |
Input Field Value string Key Value List | Notes The names of the fields and their values to use when creating/updating a record | Example |
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Upsert EntityUpsert a Microsoft Dynamics 365 entity record. | key: upsertEntity
Input | Notes | Example |
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Input Connection connection / Required | Notes | Example |
Input Entity ID string / Required | Notes The ID of a specific Entity record | Example 7d577253-3ef0-4a0a-bb7f-8335c2596e70 |
Input Entity Type string / Required | Notes The type of Entity to query, usually a pluralized name | Example Contacts |
Input Field Value string Key Value List | Notes The names of the fields and their values to use when creating/updating a record | Example |