Who Am I

dynamics_crm.whoami
ActionCRM & salesconnection required

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

Return the user, business unit and organisation the connection acts as, which is the cheapest way to prove a credential reaches this environment.

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

This node takes no configuration beyond its connection.

Output

One shape.

result

FieldTypeExample
UserId
The system user the connection acts as.
string—
BusinessUnitId
That user's business unit.
string—
OrganizationId
The Dataverse organisation.
string—
{
  "BusinessUnitId": "",
  "OrganizationId": "",
  "UserId": ""
}

See Who Am I 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.