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Microsoft Dynamics 365 Component

Query, create, update or delete Microsoft Dynamics 365 API records

Component key: ms-dynamics

Description#

Microsoft 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.

Microsoft Dynamics 365 Connections#

MS Dynamics OAuth 2.0#

InputDefaultNotesExample
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/

Actions#

Create Entity#

Create a new Microsoft Dynamics 365 entity record. | key: createEntity

InputNotesExample
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
 

Delete Entity#

Delete the specified Microsoft Dynamics 365 entity record. | key: deleteEntity

InputNotesExample
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

Get Entity#

Retrieve a single Microsoft Dynamics 365 entity record. | key: getEntity

InputNotesExample
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
 

Query Entities#

Query for Microsoft Dynamics 365 entity records that satisfy the filter expression. | key: queryEntities

InputDefaultNotesExample
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

Run Fetch XML Query#

Execute a fetch XML query against your Microsoft Dynamics 365 instance. | key: fetchXml

InputNotesExample
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>

Update Entity#

Update a Microsoft Dynamics 365 entity record. | key: updateEntity

InputNotesExample
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
 

Upsert Entity#

Upsert a Microsoft Dynamics 365 entity record. | key: upsertEntity

InputNotesExample
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