Microsoft dynamics

Description

The Microsoft Dynamics activity connects your workflow to Microsoft Dynamics 365 using its OData-compliant API. It allows you to retrieve and manipulate CRM or ERP data such as leads, accounts, invoices, or custom entities based on configuration.

This activity supports pagination, filtering, and cross-company querying, making it suitable for both scoped and enterprise-wide data retrieval.

Use case:
In a CRM workflow, use this activity to retrieve all active accounts in Berlin from Dynamics 365. The result can be filtered, processed, and used to trigger follow-up actions like sending emails or syncing with third-party systems.

Input

Not Required

Output

Output Type	Format	Description
Data	JSON	Entity records retrieved from Dynamics 365

Configuration Fields

Field Name	Description
Connection	OAuth or API key-based connection to Microsoft Dynamics instance.
Resource Name	Name of the entity to query (e.g., accounts, contacts, salesorders).
Number of Retries	Number of retry attempts allowed for failed OData calls before stopping the activity.
Filters	OData-style filter expressions to narrow down results. Example: city eq 'Berlin' and status eq 'Active'.
Skip	Number of records to skip (used for paging or incremental data fetches).
Top	Number of records to return. Leave empty to fetch all matching records.
Cross Company	Enable to retrieve data across all legal entities. Useful for multi-entity Dynamics setups.

Sample Input

Not applicable

Sample Configuration

Field	Value
connection.id	ms-dynamics-oauth
resourceName	accounts
filters	city eq ‘Berlin’
top	100
crossCompany	false
numberOfRetries	3

Sample Output

Account ID	Name	City	Status
1001	Acme Corp	Berlin	Active
1002	Beta Solutions	Berlin	Active

The output format will vary depending on the entity selected in Resource Name. For example, selecting contacts will return contact-specific fields.

---