Execute Action

dynamics_crm.execute_action

ActionCRM & salesconnection required

Calls the Microsoft Dynamics 365 API with the connection's credentials.

Call a Dataverse Web API action — a built-in message such as WinOpportunity or Merge, or a custom action or custom API.

Ask about Microsoft Dynamics 365 All Microsoft Dynamics 365 nodes Provider API docs ↗

Connection

Required: Yes — the node will not save without one
Auth type: OAuth 2.0
Providers: Microsoft Dynamics 365
Secret shape: {"client_id": "…", "client_secret": "…", "refresh_token": "…"}
Config it needs: org_url, tenant, api_version
Resolved by: config.connection_id, else node.connection_id

Configuration

4 fields, 1 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.

Field	Type	Required	Default	Constraints	Example
action The action name, without a namespace — for example WinOpportunity, Merge or new_AddNoteToContact.	string	Yes	—	—	WinOpportunity
entity_set For an action bound to a table, the entity set it is bound to. Leave empty for an unbound action.	string	No	—	—	—
record_id For an action bound to a single row, that row's id. Leave empty for an action bound to the whole collection.	string	Conditional	—	only with entity_set	—
parameters The action's parameters as a JSON object. An entity parameter needs its type spelled out, for example {"@odata.type": "Microsoft.Dynamics.CRM.letter"}.	object	No	—	—	{"@odata.type":"Microsoft.Dynamics.CRM.letter"}

Example configuration

Every value below is the contract’s own example or default — nothing invented.

{
  "action": "WinOpportunity",
  "parameters": {
    "@odata.type": "Microsoft.Dynamics.CRM.letter"
  }
}

Output

One shape.

result

Field	Type	Example
action The action that was called.	string	—
result The action's response, empty for an action that returns nothing (204 No Content).	object	—

{
  "action": "",
  "result": {}
}

Notes

A bound action is called on the row's URL with the Microsoft.Dynamics.CRM namespace, which this node adds; Dataverse rejects a bound call without it.

Related Microsoft Dynamics 365 nodes

See Execute Action run in a workflow.

In a technical demo we add the Microsoft Dynamics 365 connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.

Book a technical demo Talk to sales