Table of Contents

Connections

Commands

Connections

Microsoft Dynamics CRM

A connection to connect to the Microsoft Dynamics CRM Web API via OAuth with the Common Data Service.

Inputs

Input

Type

Detail

Notes

Tenant ID

TextField

The ID of your tenant that can be found in the registered Azure Application

Application (client) ID

TextField

The Application (client) ID of the Azure application

Client Secret

TextField

If your Azure App is not public, a client secret is required.

Username

TextField

The username to authenticate with

Password

TextField

The password for the user

Domain

TextField

The domain of your dynamics application (Ex. acme.crm.dynamics.com)

API Version

DropdownField

The version of the API for your Dynamics tenant

Commands

Associate Entities

Associate one entity to another

Inputs

Input

Type

Detail

Notes

Target Entity

TextField

The receiving entity or path of the association. Example: accounts(00000000-0000-0000-0000-000000000001)/Account_Tasks

Entity Type

TextField

The entity type or path that is being associated. Example: tasks

Entity ID

TextField

The ID of the entity that is being associated

Outputs

Output

Output Type

Notes

Error Details

Json

Exit Codes

Code

Type

Detail

0

Success

Success

1

Error

Error executing query

2

Error

Error authenticating with Dynamics

Create Entity

Create an entity

Inputs

Input

Type

Detail

Notes

Entity Type

TextField

The entity type or path. Example: accounts(00000000-0000-0000-0000-000000000001)/Account_Tasks

Create Payload (JSON)

TextField

A JSON object containing all of the fields and their values for the entity.

Outputs

Output

Output Type

Notes

Created Entity

File

Error Details

Json

Exit Codes

Code

Type

Detail

0

Success

Success

1

Error

Error executing query

2

Error

Error authenticating with Dynamics

Delete Entity

Delete an entity

Inputs

Input

Type

Detail

Notes

Entity Type

TextField

The entity type or path. Example: accounts(00000000-0000-0000-0000-000000000001)/Account_Tasks

Entity ID

TextField

The ID of the entity to update or upsert

Outputs

Output

Output Type

Notes

Error Details

Json

Exit Codes

Code

Type

Detail

0

Success

Success

1

Error

Error executing query

2

Error

Error authenticating with Dynamics

Disassociate Entities

Disassociate one entity from another

Inputs

Input

Type

Detail

Notes

Target Entity

TextField

The receiving entity or path of the disassociation. Example: accounts(00000000-0000-0000-0000-000000000001)/Account_Tasks

Entity Type

TextField

The entity type or path that is being disassociated. Example: tasks

Entity ID

TextField

The ID of the entity that is being disassociated

Outputs

Output

Output Type

Notes

Error Details

Json

Exit Codes

Code

Type

Detail

0

Success

Success

1

Error

Error executing query

2

Error

Error authenticating with Dynamics

Execute Saved Query

Execute a saved query

Inputs

Input

Type

Detail

Notes

Entity Type

TextField

The URL path of the entity type to retrieve. Ex. accounts(00000000-0000-0000-0000-000000000001)

Saved Query Id

TextField

The saved query ID

Outputs

Output

Output Type

Notes

Saved Query Results

File

Error Details

Json

Exit Codes

Code

Type

Detail

0

Success

Success

1

Error

Error executing query

2

Error

Error authenticating with Dynamics

Execute User Query

Execute a user query

Inputs

Input

Type

Detail

Notes

Entity Type

TextField

The URL path of the entity type to retrieve. Ex. accounts(00000000-0000-0000-0000-000000000001)

User Query Id

TextField

The user query ID

Outputs

Output

Output Type

Notes

User Query Results

File

Error Details

Json

Exit Codes

Code

Type

Detail

0

Success

Success

1

Error

Error executing query

2

Error

Error authenticating with Dynamics

Retrieve

Retrieve a single entity or a list of entities.

Inputs

Input

Type

Detail

Notes

Path

TextField

The URL path of the entity or entities to retrieve. Ex. accounts(00000000-0000-0000-0000-000000000001)

Query Params

TextField

OData Query parameters to apply (Ex. $select=name,revenue&$top=10)

Outputs

Output

Output Type

Notes

Retrieved Data

File

Error Details

Json

Exit Codes

Code

Type

Detail

0

Success

Success

1

Error

Error executing query

2

Error

Error authenticating with Dynamics

Retrieve Saved Queries

Retrieve a list of available saved system queries

Inputs

Input

Type

Detail

Notes

Query Params

TextField

OData Query parameters to apply (Ex. $filter=name eq 'My query')

Outputs

Output

Output Type

Notes

Saved Queries

File

Error Details

Json

Exit Codes

Code

Type

Detail

0

Success

Success

1

Error

Error executing query

2

Error

Error authenticating with Dynamics

Retrieve User Queries

Retrieve a list of available User Queries

Inputs

Input

Type

Detail

Notes

Query Params

TextField

OData Query parameters to apply (Ex. $filter=name eq 'My query')

Outputs

Output

Output Type

Notes

User Queries

File

Error Details

Json

Exit Codes

Code

Type

Detail

0

Success

Success

1

Error

Error executing query

2

Error

Error authenticating with Dynamics

Update/Upsert Entity

Update or Upsert an entity

Inputs

Input

Type

Detail

Notes

Entity Type

TextField

The entity type or path. Example: accounts(00000000-0000-0000-0000-000000000001)/Account_Tasks

Entity ID

TextField

The ID of the entity to update or upsert

Update Payload (JSON)

TextField

A JSON object containing all of the fields and their values for the entity.

Upsert

BooleanField

If this is checked, the command will attempt to create the entity if it doesn't already exist.

Outputs

Output

Output Type

Notes

Updated Entity

File

Error Details

Json

Exit Codes

Code

Type

Detail

0

Success

Success

1

Error

Error executing query

2

Error

Error authenticating with Dynamics

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