Dynamics 365

Read and manage Dynamics 365 account records from inside an agent workflow.

Dynamics 365 actions let an agent work with account records directly in a flow. An agent can read, list, create, update, and delete accounts, then pass the results to later steps.

Supported actions

Group	Actions
Account	Get, Get All, Create, Update, Delete

Prerequisites

Create a Dynamics 365 credential

Connect Dynamics 365 as a Dynamics 365 OAuth credential in Credential Management, then select it on every Dynamics 365 action. For the connection steps, see the Microsoft Entra OAuth setup guide.

How to use these actions

• Map text inputs from earlier steps. Text inputs accept a value mapped from a previous step. The Top number and the Return All toggle take fixed values.
• Query with OData options. The Get All action accepts OData query options. Use Select to choose fields, Filter to narrow results such as statecode eq 0, and Order By to sort such as name asc.
• List fields as comma separated values. The Select and Expand inputs take comma separated field names.
• Only accounts are supported today. These actions currently work with Account records only.

Actions

Account

Dynamics 365 Account Get

Retrieves an account by ID.

Input	Required	Description
Account ID	Yes	The unique identifier of the account to retrieve.
Select	No	A comma separated list of fields to return.
Expand	No	A comma separated list of related lookups to expand.

Dynamics 365 Account Get All

Lists accounts.

Input	Required	Description
Return All	No	Toggle to return all results, or only up to the limit when off.
Top	No	Maximum number of records to return when Return All is off, entered as a fixed number.
Select	No	A comma separated list of fields to return.
Expand	No	A comma separated list of related lookups to expand.
Filter	No	An OData filter expression, such as statecode eq 0.
Order By	No	An OData order expression, such as name asc.

Dynamics 365 Account Create

Creates a new account.

Input	Required	Description
Name	Yes	The account name.
Description	No	A description of the account.
Email Address	No	The primary email address.
Telephone	No	The primary phone number.
Website URL	No	The account’s website.
Email Address 2	No	The secondary email address.
Email Address 3	No	The alternate email address.
Fax	No	The account’s fax number.
FTP Site URL	No	The account’s FTP site address.
Telephone 2	No	A secondary phone number.
Telephone 3	No	An alternate phone number.
SIC	No	The SIC code.
Ticker Symbol	No	The account’s stock ticker symbol.
Stock Exchange	No	The stock exchange the account trades on.
Yomi Name	No	The phonetic name.
Number Of Employees	No	The employee count, entered as a fixed number.
Revenue	No	The annual revenue, entered as a fixed number.
Credit Limit	No	The account’s credit limit, entered as a fixed number.
Industry Code	No	The industry code, entered as a fixed number.
Additional code fields	No	A set of optional coded classification fields, including account category, account rating, business type, customer size, customer type, preferred contact method, payment terms, shipping method, territory, preferred appointment day and time, shares outstanding, stage ID, and the primary Satori and Twitter IDs.

Dynamics 365 Account Update

Updates an existing account.

Input	Required	Description
Account ID	Yes	The unique identifier of the account to update.
Name	No	The account name.
Description	No	A description of the account.
Email Address	No	The primary email address.
Telephone	No	The primary phone number.
Website URL	No	The account’s website.
Email Address 2	No	The secondary email address.
Email Address 3	No	The alternate email address.
Fax	No	The account’s fax number.
FTP Site URL	No	The account’s FTP site address.
Telephone 2	No	A secondary phone number.
Telephone 3	No	An alternate phone number.
SIC	No	The SIC code.
Ticker Symbol	No	The account’s stock ticker symbol.
Stock Exchange	No	The stock exchange the account trades on.
Yomi Name	No	The phonetic name.
Number Of Employees	No	The employee count, entered as a fixed number.
Revenue	No	The annual revenue, entered as a fixed number.
Credit Limit	No	The account’s credit limit, entered as a fixed number.
Industry Code	No	The industry code, entered as a fixed number.
Additional code fields	No	A set of optional coded classification fields, including account category, account rating, business type, customer size, customer type, preferred contact method, payment terms, shipping method, territory, preferred appointment day and time, shares outstanding, stage ID, and the primary Satori and Twitter IDs.

Dynamics 365 Account Delete

Deletes an account.

Input	Required	Description
Account ID	Yes	The unique identifier of the account to delete.

Example

An agent that refreshes details on active accounts:

1. List the accounts

   A Dynamics 365 Account Get All action sets Filter to statecode eq 0 to return only active accounts and Select to the fields the agent needs.

2. Pick a record

   A model step reviews the list and chooses the account to update, carrying its Account ID forward.

3. Update the account

   A Dynamics 365 Account Update action maps Account ID from the previous step and sets the new field values, such as Telephone and Website URL.

Troubleshooting

Account not found

The Account ID does not exist in the connected environment. Confirm the ID with a Get All action before retrieving, updating, or deleting.

Authentication or consent error

The Entra app consent is missing or the access token expired. Reconnect the Dynamics 365 OAuth credential and confirm the app has been granted consent for the environment.

Only accounts are available

These actions currently support Account records only. Other Dynamics 365 entities are not yet available through these actions.

For issues common to every vendor, see the Actions overview.