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Use Dynamics 365 when you need to create, find, or update CRM records in your workflow. It also works for tasks, notes, and case resolution.

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Configuration

Before you configure this step, connect Dynamics 365 in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Dynamics 365 response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Dynamics 365 if you have not already done that.
  2. Add a Dynamics 365 step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose Get Caller Identity in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Add a new sales lead

  1. Create Lead
  2. Get Lead
  3. Update Lead

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Log support work

  1. Create Case
  2. Create Task
  3. Resolve Case

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Track customer billing

  1. Create Invoice
  2. Get Invoice
  3. Update Invoice

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Notes

  • This step depends on a connected Dynamics 365 integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Dynamics 365 tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Dynamics 365 as an Agent Tool

You can also add Dynamics 365 as a tool in the Agent Editor. Open the agent, click Add tool, and select Dynamics 365. In the tool settings panel, choose the connected account the agent should use. The agent calls Dynamics 365 actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration