Get Record

dynamics_crm.get_record

ActionCRM & salesconnection required

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

Retrieve one row by its id and return it, so a later step can read its columns directly.

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

5 fields, 2 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
entity_set The entity set to work with: 'accounts', 'contacts', 'opportunities', 'leads', 'incidents' (cases), 'tasks', or any other table's entity set name, including custom tables. It is the plural name from the table's 'Copy set name' in Power Apps, which is not always the plural of the table name.	string	Yes	—	—	accounts
record_id The row's primary key GUID, or an alternate-key predicate such as firstname='Joe',emailaddress1='joe@contoso.com'.	string	Yes	—	—	00000000-0000-0000-0000-000000000001
select Comma-separated column names to return ($select). Always name the columns you need: without it Dataverse returns every column on the row.	string	No	—	—	name,revenue,createdon
expand Related rows to return inline ($expand), naming navigation properties, for example primarycontactid($select=fullname).	string	No	—	—	—
include_formatted_values Also return the display text of choice, lookup and money columns alongside their raw values, as @OData.Community.Display.V1.FormattedValue annotations.	boolean	No	false	—	—

Example configuration

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

{
  "entity_set": "accounts",
  "include_formatted_values": false,
  "record_id": "00000000-0000-0000-0000-000000000001",
  "select": "name,revenue,createdon"
}

Output

One shape.

result

The provider's response object, as returned.

Extra keys beyond the ones listed can appear.

{}

Notes

The output is the row itself, so a downstream step reads $json.name rather than $json.record.name.

Related Microsoft Dynamics 365 nodes

See Get Record 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