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 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
Run your first Microsoft Dynamics 365 workflow today.
Create a free workspace, add the connection, pick a template or describe the workflow to Build with AI. Workflow Health checks it before it runs.