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#

Input	Default	Notes	Example
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

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

Delete Entity#

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

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

Get Entity#

Retrieve 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

Query Entities#

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

Input	Default	Notes	Example
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

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>

Update Entity#

Update 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

Upsert Entity#

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

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