Microsoft Dynamics 365
CRM & salesOAuth 2.0Connection test available
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.
Before you connect Microsoft Dynamics 365
- Authentication
- OAuth 2.0
- Credential
- {"client_id": "…", "client_secret": "…", "refresh_token": "…"}
- Connection test
- Available: the stored credential can be checked against the provider when you add it. This is not a record that a test was run or passed.
What you can do with Microsoft Dynamics 365
Operations, grouped by what they do to your data.
Create and send 2
Read and search 2
Update 1
Delete and cancel 1
Other operations 5
A sample Microsoft Dynamics 365 workflow
- 1A core triggerStart the run from a chat, form, manual, schedule, webhook, workflow trigger — no Microsoft Dynamics 365 trigger is needed.
- 2Get Recorddynamics_crm.get_recordRetrieve one row by its id and return it, so a later step can read its columns directly.
- 3Associate Recordsdynamics_crm.associateRelate two existing rows through a navigation property, such as adding a contact to an account or a role to a user.
An outline built from this provider’s node contracts, not a recorded run. Each step’s output fields are available to the next in the field picker.
Every node below has a reference page: what it does, the connection it needs, its config fields with types, constraints and examples, and the shapes it emits.
Operations 11
- Associate RecordsRelate 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 RecordCreate a row in any Dynamics 365 table — an account, contact, opportunity, lead, case or custom row — and return it.dynamics_crm.create_record
- Delete RecordDelete one row from any Dynamics 365 table by its id.dynamics_crm.delete_record
- Disassociate RecordsRemove a relationship between two rows through a navigation property, leaving both rows in place.dynamics_crm.disassociate
- Execute ActionCall 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 QueryRun a FetchXml query against an entity set and return the matching rows.dynamics_crm.fetchxml_query
- Get RecordRetrieve one row by its id and return it, so a later step can read its columns directly.dynamics_crm.get_record
- Query RecordsQuery 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 QueryRun a raw OData query against the Web API, or resume a previous query from its @odata.nextLink.dynamics_crm.odata_query
- Update RecordUpdate the named columns of one row, refusing to create it if the id does not exist.dynamics_crm.update_record
- Who Am IReturn 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
Microsoft Dynamics 365 questions
- How does OCNORA authenticate with Microsoft Dynamics 365?
- With a stored OAuth 2.0 credential, shaped {"client_id": "…", "client_secret": "…", "refresh_token": "…"}. A connection test can check it when you add it.
- What can I automate with Microsoft Dynamics 365?
- 11 typed operations, each with a reference page listing its config fields and the shapes it emits.
- What if the Microsoft Dynamics 365 operation I need is not listed?
- Where Microsoft Dynamics 365 has an HTTP API, call it from the HTTP node with the same credential, or describe the step to the AI builder, which asks our team for a typed node when one is missing.
- Are there templates that use Microsoft Dynamics 365?
- Not yet. Start from a blank workflow, or describe the workflow to Build with AI.
- How are Microsoft Dynamics 365 calls controlled?
- Every call and every run step is audited, runs count against the execution budget, and Workflow Health pre-flights the workflow when you save it.
See your first Microsoft Dynamics 365 workflow run.
Book a technical demo. We add the connection, pick a template or describe the workflow to Build with AI, and Workflow Health checks it before it runs.