OCNORA

Microsoft Dynamics 365

CRM & salesOAuth 2.0credential probe

Dynamics 365 / Dataverse records, OData and FetchXml queries, relationships and actions (Web API v9.2, OAuth2).

OCNORA ships 11 typed Microsoft Dynamics 365 operations. Each node has a schema-driven form, input and output tables beside its settings, and is pre-flighted by Workflow Health before your first real run.

Operations 11

  • Associate Records
    Relate two existing rows through a navigation property, such as adding a contact to an account or a role to a user.
    dynamics_crm.associate
  • Create Record
    Create a row in any Dynamics 365 table — an account, contact, opportunity, lead, case or custom row — and return it.
    dynamics_crm.create_record
  • Delete Record
    Delete one row from any Dynamics 365 table by its id.
    dynamics_crm.delete_record
  • Disassociate Records
    Remove a relationship between two rows through a navigation property, leaving both rows in place.
    dynamics_crm.disassociate
  • Execute Action
    Call a Dataverse Web API action — a built-in message such as WinOpportunity or Merge, or a custom action or custom API.
    dynamics_crm.execute_action
  • FetchXml Query
    Run a FetchXml query against an entity set and return the matching rows.
    dynamics_crm.fetchxml_query
  • Get Record
    Retrieve one row by its id and return it, so a later step can read its columns directly.
    dynamics_crm.get_record
  • Query Records
    Query one entity set with the OData options Dataverse supports — $select, $filter, $orderby, $expand and $top — following pages up to a row limit.
    dynamics_crm.list_records
  • OData Query
    Run a raw OData query against the Web API, or resume a previous query from its @odata.nextLink.
    dynamics_crm.odata_query
  • Update Record
    Update the named columns of one row, refusing to create it if the id does not exist.
    dynamics_crm.update_record
  • Who Am I
    Return the user, business unit and organisation the connection acts as, which is the cheapest way to prove a credential reaches this environment.
    dynamics_crm.whoami

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