Microsoft Dynamics 365

Keep Dynamics 365 in step with the rest of your tools: create and update accounts and contacts, look them up by name or email, and keep their timeline current with tasks, notes, appointments and logged phone calls. Read a record's whole activity history in one step, and find the users to assign work to.

Actions

Action	What it does
Create a contact	Add a person as a contact, optionally at an account.
Create a note	Write a note, on its own or attached to an account, contact, task, appointment or phone call.
Create a task	Add a to-do to the activity timeline of an account or contact, with a due time and priority.
Create an account	Add a company or organization as an account.
Create an appointment	Put a meeting on the timeline of an account or contact.
Delete a record	Permanently delete an account, contact, task, note, appointment or phone call.
Get a contact	Read one contact, with their company and owner.
Get an account	Read one account, with its industry, address and owner.
List accounts	Find accounts by name or account number, newest first, a page at a time.
List activities	Everything on a record's timeline at once: tasks, appointments, phone calls, emails and letters together, newest first.
List appointments	Find appointments in a date range, on one record, or by status.
List contacts	Find contacts by name or email, or everyone at one account, newest first.
List notes	Find notes by their title or text, or read every note on one record, newest first.
List tasks	Find tasks by subject, by the account or contact they are about, or by whether they are still open.
List users	The people in this environment, by name, email or sign-in name, so a step can find whose ID to use.
Log a phone call	Record a call on the timeline of an account or contact, either as one still to make or as one already made or received.
Update a contact	Change a contact's details.
Update a task	Change a task, or move it on: choosing a status writes the state and status reason together, the way Dynamics 365 needs them.
Update an account	Change an account's details.
Who am I	Check the connection: returns the ID of the application user this connection acts as, with its business unit and organization.

Create a contact

Add a person as a contact, optionally at an account.

Inputs

First namefirst_nametext: The contact's first name.
Last namelast_nametextRequired: The contact's last name. Dynamics 365 requires it.
Job titlejob_titletext: The contact's job title.
Emailemailtext: The contact's email address.
Business phonephonetext: The contact's business phone.
Mobile phonemobile_phonetext: The contact's mobile phone.
Streetaddress_line1text: Address line 1.
Citycitytext: City.
State or provincestate_or_provincetext: State or province.
Postal codepostal_codetext: ZIP or postal code.
Countrycountrytext: Country or region.
Descriptiondescriptiontext: Notes about the contact.
Company (account) IDaccount_idtext: The account the contact works for's ID. Paste the GUID, or a link copied from the record in Dynamics 365.

Outputs

address_line1text
citytext
company_idtext
company_nametext
countrytext
created_ontext
descriptiontext
emailtext
first_nametext
full_nametext
idtext: The contact's ID (a GUID).
job_titletext
last_nametext
mobile_phonetext
modified_ontext
owner_idtext
owner_nametext
phonetext
postal_codetext
state_or_provincetext
statustext: Active, Inactive, Open, Completed...
status_reasontext

Example output

{
  "address_line1": null,
  "city": null,
  "company_id": "a1b2c3d4-0000-4000-8000-000000000001",
  "company_name": "Fourth Coffee",
  "country": null,
  "created_on": "2026-09-24T09:00:00Z",
  "description": null,
  "email": "ada@example.com",
  "first_name": "Ada",
  "full_name": "Ada Lovelace",
  "id": "a1b2c3d4-0000-4000-8000-000000000002",
  "job_title": "Head of Engineering",
  "last_name": "Lovelace",
  "mobile_phone": null,
  "modified_on": "2026-09-24T09:05:00Z",
  "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
  "owner_name": "Lodol Integration",
  "phone": null,
  "postal_code": null,
  "state_or_province": null,
  "status": "Active",
  "status_reason": "Active"
}

Create a note

Write a note, on its own or attached to an account, contact, task, appointment or phone call.

Inputs

TitletitletextRequired: The note's title.
Notenote_texttext: What the note says.
Attach toregarding_typetext: The kind of record to attach the note to. Fill in both this and the ID, or neither.One of: account, contact, task, appointment, phone_call (Phone call).
Attach to record IDregarding_idtext: The record to attach the note to's ID. Paste the GUID, or a link copied from the record in Dynamics 365.

Outputs

created_ontext
file_nametext
file_sizenumber
has_attachmenttrue/false
idtext: The note's ID (a GUID).
mime_typetext
modified_ontext
note_texttext
owner_idtext
owner_nametext
regarding_idtext
regarding_nametext
regarding_typetext: The table the note is attached to, if any.
titletext

Example output

{
  "created_on": "2026-09-24T09:00:00Z",
  "file_name": null,
  "file_size": null,
  "has_attachment": false,
  "id": "a1b2c3d4-0000-4000-8000-000000000004",
  "mime_type": null,
  "modified_on": "2026-09-24T09:05:00Z",
  "note_text": "They want a quote for 50 seats.",
  "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
  "owner_name": "Lodol Integration",
  "regarding_id": "a1b2c3d4-0000-4000-8000-000000000002",
  "regarding_name": "Ada Lovelace",
  "regarding_type": "contact",
  "title": "Call summary"
}

Create a task

Add a to-do to the activity timeline of an account or contact, with a due time and priority.

Inputs

SubjectsubjecttextRequired: What needs doing.
Dueduedate and time: When it is due.
Startstartdate and time: When work on it starts.
Priorityprioritytext: Defaults to Normal.One of: low, normal, high.
Regardingregarding_typetext: The kind of record this task is about. Fill in both this and the ID, or neither.One of: account, contact.
Regarding record IDregarding_idtext: The record this task is about's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
Descriptiondescriptiontext: Details.

Outputs

actual_duration_minutesnumber
completed_ontext
created_ontext
descriptiontext
duetext
duration_minutesnumber
idtext: The task's ID (a GUID).
modified_ontext
owner_idtext
owner_nametext
prioritytext
priority_codenumber
regarding_idtext
regarding_nametext
starttext
statustext: Active, Inactive, Open, Completed...
status_reasontext
subjecttext

Example output

{
  "actual_duration_minutes": null,
  "completed_on": null,
  "created_on": "2026-09-24T09:00:00Z",
  "description": null,
  "due": "2026-09-30T17:00:00Z",
  "duration_minutes": 30,
  "id": "a1b2c3d4-0000-4000-8000-000000000003",
  "modified_on": "2026-09-24T09:05:00Z",
  "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
  "owner_name": "Lodol Integration",
  "priority": "High",
  "priority_code": 2,
  "regarding_id": "a1b2c3d4-0000-4000-8000-000000000001",
  "regarding_name": "Fourth Coffee",
  "start": null,
  "status": "Open",
  "status_reason": "Not Started",
  "subject": "Send the proposal"
}

Create an account

Add a company or organization as an account.

Inputs

Account namenametextRequired: The company or organization name.
Account numberaccount_numbertext: Your own account number.
Main phonephonetext: The account's main phone number.
Emailemailtext: The account's main email address.
Websitewebsitetext: The account's website address.
Streetaddress_line1text: Address line 1.
Citycitytext: City.
State or provincestate_or_provincetext: State or province.
Postal codepostal_codetext: ZIP or postal code.
Countrycountrytext: Country or region.
Descriptiondescriptiontext: Notes about the account.
Industryindustrytext: The account's industry.One of: accounting, agriculture (Agriculture and Non-petrol Natural Resource Extraction), broadcasting (Broadcasting Printing and Publishing), brokers, building_supply_retail (Building Supply Retail), business_services (Business Services), consulting, consumer_services (Consumer Services), design (Design, Direction and Creative Management), distributors (Distributors, Dispatchers and Processors), and 23 more.
Relationship typerelationship_typetext: How your organization relates to this account.One of: competitor, consultant, customer, investor, partner, influencer, press, prospect, reseller, supplier, vendor, other.
Number of employeesnumber_of_employeesnumber: How many people the account employs.At least 0.
Annual revenueannual_revenuenumber: The account's revenue, in the environment's currency.From 0 to 1000000000000.
Primary contact IDprimary_contact_idtext: The account's primary contact's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
Parent account IDparent_account_idtext: The parent account's ID. Paste the GUID, or a link copied from the record in Dynamics 365.

Outputs

account_numbertext
address_line1text
annual_revenuenumber
citytext
countrytext
created_ontext
descriptiontext
emailtext
idtext: The account's ID (a GUID).
industrytext
industry_codenumber
modified_ontext
nametext
number_of_employeesnumber
owner_idtext
owner_nametext
parent_account_idtext
parent_account_nametext
phonetext
postal_codetext
primary_contact_idtext
primary_contact_nametext
relationship_typetext
relationship_type_codenumber
state_or_provincetext
statustext: Active, Inactive, Open, Completed...
status_reasontext
websitetext

Example output

{
  "account_number": "FC-1001",
  "address_line1": null,
  "annual_revenue": 2500000.0,
  "city": "Redmond",
  "country": "United States",
  "created_on": "2026-09-24T09:00:00Z",
  "description": null,
  "email": "hello@example.com",
  "id": "a1b2c3d4-0000-4000-8000-000000000001",
  "industry": "Consulting",
  "industry_code": 7,
  "modified_on": "2026-09-24T09:05:00Z",
  "name": "Fourth Coffee",
  "number_of_employees": 120,
  "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
  "owner_name": "Lodol Integration",
  "parent_account_id": null,
  "parent_account_name": null,
  "phone": "+1 425 555 0100",
  "postal_code": null,
  "primary_contact_id": null,
  "primary_contact_name": null,
  "relationship_type": "Customer",
  "relationship_type_code": 3,
  "state_or_province": null,
  "status": "Active",
  "status_reason": "Active",
  "website": "https://example.com"
}

Create an appointment

Put a meeting on the timeline of an account or contact. Dynamics 365 requires both a start and an end time.

Inputs

SubjectsubjecttextRequired: What the meeting is.
Startstartdate and timeRequired: When it starts.
Endenddate and timeRequired: When it ends.
Locationlocationtext: Where it happens, or a meeting link.
All dayall_daytrue/false: Mark it as an all-day event.Default: false.
Priorityprioritytext: Defaults to Normal.One of: low, normal, high.
Regardingregarding_typetext: The kind of record this appointment is about. Fill in both this and the ID, or neither.One of: account, contact.
Regarding record IDregarding_idtext: The record this appointment is about's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
Descriptiondescriptiontext: Details or an agenda.

Outputs

all_daytrue/false
created_ontext
descriptiontext
duration_minutesnumber
endtext
idtext: The appointment's ID (a GUID).
locationtext
modified_ontext
owner_idtext
owner_nametext
prioritytext
priority_codenumber
regarding_idtext
regarding_nametext
starttext
statustext: Active, Inactive, Open, Completed...
status_reasontext
subjecttext

Example output

{
  "all_day": false,
  "created_on": "2026-09-24T09:00:00Z",
  "description": null,
  "duration_minutes": 30,
  "end": "2026-10-01T15:30:00Z",
  "id": "a1b2c3d4-0000-4000-8000-000000000005",
  "location": "Teams",
  "modified_on": "2026-09-24T09:05:00Z",
  "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
  "owner_name": "Lodol Integration",
  "priority": "Normal",
  "priority_code": 1,
  "regarding_id": "a1b2c3d4-0000-4000-8000-000000000001",
  "regarding_name": "Fourth Coffee",
  "start": "2026-10-01T15:00:00Z",
  "status": "Scheduled",
  "status_reason": "Busy",
  "subject": "Product walkthrough"
}

Delete a record

Permanently delete an account, contact, task, note, appointment or phone call. Records that depend on it may be deleted with it, as your environment's relationship rules decide. This cannot be undone.

Inputs

Record typerecord_typetextRequired: What kind of record to delete.One of: account, contact, task, note, appointment, phone_call (Phone call).
Record IDrecord_idtextRequired: The record's ID. Paste the GUID, or a link copied from the record in Dynamics 365.

Outputs

deletedtrue/false
record_idtext
record_typetext

Example output

{
  "deleted": true,
  "record_id": "a1b2c3d4-0000-4000-8000-000000000003",
  "record_type": "task"
}

Get a contact

Read one contact, with their company and owner.

Inputs

Contact IDcontact_idtextRequired: The contact's ID. Paste the GUID, or a link copied from the record in Dynamics 365.

Outputs

address_line1text
citytext
company_idtext
company_nametext
countrytext
created_ontext
descriptiontext
emailtext
first_nametext
full_nametext
idtext: The contact's ID (a GUID).
job_titletext
last_nametext
mobile_phonetext
modified_ontext
owner_idtext
owner_nametext
phonetext
postal_codetext
state_or_provincetext
statustext: Active, Inactive, Open, Completed...
status_reasontext

Example output

{
  "address_line1": null,
  "city": null,
  "company_id": "a1b2c3d4-0000-4000-8000-000000000001",
  "company_name": "Fourth Coffee",
  "country": null,
  "created_on": "2026-09-24T09:00:00Z",
  "description": null,
  "email": "ada@example.com",
  "first_name": "Ada",
  "full_name": "Ada Lovelace",
  "id": "a1b2c3d4-0000-4000-8000-000000000002",
  "job_title": "Head of Engineering",
  "last_name": "Lovelace",
  "mobile_phone": null,
  "modified_on": "2026-09-24T09:05:00Z",
  "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
  "owner_name": "Lodol Integration",
  "phone": null,
  "postal_code": null,
  "state_or_province": null,
  "status": "Active",
  "status_reason": "Active"
}

Get an account

Read one account, with its industry, address and owner.

Inputs

Account IDaccount_idtextRequired: The account's ID. Paste the GUID, or a link copied from the record in Dynamics 365.

Outputs

account_numbertext
address_line1text
annual_revenuenumber
citytext
countrytext
created_ontext
descriptiontext
emailtext
idtext: The account's ID (a GUID).
industrytext
industry_codenumber
modified_ontext
nametext
number_of_employeesnumber
owner_idtext
owner_nametext
parent_account_idtext
parent_account_nametext
phonetext
postal_codetext
primary_contact_idtext
primary_contact_nametext
relationship_typetext
relationship_type_codenumber
state_or_provincetext
statustext: Active, Inactive, Open, Completed...
status_reasontext
websitetext

Example output

{
  "account_number": "FC-1001",
  "address_line1": null,
  "annual_revenue": 2500000.0,
  "city": "Redmond",
  "country": "United States",
  "created_on": "2026-09-24T09:00:00Z",
  "description": null,
  "email": "hello@example.com",
  "id": "a1b2c3d4-0000-4000-8000-000000000001",
  "industry": "Consulting",
  "industry_code": 7,
  "modified_on": "2026-09-24T09:05:00Z",
  "name": "Fourth Coffee",
  "number_of_employees": 120,
  "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
  "owner_name": "Lodol Integration",
  "parent_account_id": null,
  "parent_account_name": null,
  "phone": "+1 425 555 0100",
  "postal_code": null,
  "primary_contact_id": null,
  "primary_contact_name": null,
  "relationship_type": "Customer",
  "relationship_type_code": 3,
  "state_or_province": null,
  "status": "Active",
  "status_reason": "Active",
  "website": "https://example.com"
}

List accounts

Find accounts by name or account number, newest first, a page at a time.

Inputs

Name or number containssearchtext: Only accounts whose name or account number contains this. Case-insensitive; matches anywhere in the text.
Statusstatustext: Which records to include. Defaults to active.One of: active, inactive, all (Any status). Default: active.
How many per pagemax_resultsnumber: Defaults to 50. Newest records come first.From 1 to 5000.
Next pagenext_pagetext: The 'next_page' value an earlier run of this step returned. When set, the other filters are ignored and the next page of that same list is returned.

Outputs

countnumber
itemslist
next_pagetext: Pass to 'next_page' on the same action for the next page; empty on the last page.

Example output

{
  "count": 1,
  "items": [
    {
      "account_number": "FC-1001",
      "address_line1": null,
      "annual_revenue": 2500000.0,
      "city": "Redmond",
      "country": "United States",
      "created_on": "2026-09-24T09:00:00Z",
      "description": null,
      "email": "hello@example.com",
      "id": "a1b2c3d4-0000-4000-8000-000000000001",
      "industry": "Consulting",
      "industry_code": 7,
      "modified_on": "2026-09-24T09:05:00Z",
      "name": "Fourth Coffee",
      "number_of_employees": 120,
      "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
      "owner_name": "Lodol Integration",
      "parent_account_id": null,
      "parent_account_name": null,
      "phone": "+1 425 555 0100",
      "postal_code": null,
      "primary_contact_id": null,
      "primary_contact_name": null,
      "relationship_type": "Customer",
      "relationship_type_code": 3,
      "state_or_province": null,
      "status": "Active",
      "status_reason": "Active",
      "website": "https://example.com"
    }
  ],
  "next_page": null
}

List activities

Everything on a record's timeline at once: tasks, appointments, phone calls, emails and letters together, newest first. Read only.

Inputs

Subject containssearchtext: Only activities whose subject contains this. Case-insensitive; matches anywhere in the text.
Regarding record IDregarding_idtext: The account or contact whose activities to list's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
Activity typeactivity_typetext: Only one kind of activity. Leave blank for every kind.One of: task, appointment, phonecall (Phone call), email, letter, fax.
Statusstatustext: Which records to include. Defaults to all.One of: open, completed, canceled, all (Any status). Default: all.
How many per pagemax_resultsnumber: Defaults to 50. Newest records come first.From 1 to 5000.
Next pagenext_pagetext: The 'next_page' value an earlier run of this step returned. When set, the other filters are ignored and the next page of that same list is returned.

Outputs

countnumber
itemslist
next_pagetext: Pass to 'next_page' on the same action for the next page; empty on the last page.

Example output

{
  "count": 1,
  "items": [
    {
      "activity_type": "task",
      "actual_duration_minutes": null,
      "actual_end": null,
      "actual_start": null,
      "created_on": "2026-09-24T09:00:00Z",
      "description": null,
      "duration_minutes": null,
      "end": "2026-09-30T17:00:00Z",
      "id": "a1b2c3d4-0000-4000-8000-000000000003",
      "modified_on": "2026-09-24T09:05:00Z",
      "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
      "owner_name": "Lodol Integration",
      "priority": "High",
      "priority_code": 2,
      "regarding_id": "a1b2c3d4-0000-4000-8000-000000000001",
      "regarding_name": "Fourth Coffee",
      "start": null,
      "status": "Open",
      "status_reason": "Not Started",
      "subject": "Send the proposal"
    }
  ],
  "next_page": null
}

List appointments

Find appointments in a date range, on one record, or by status.

Inputs

Subject containssearchtext: Only appointments whose subject contains this. Case-insensitive; matches anywhere in the text.
Regarding record IDregarding_idtext: The account or contact whose appointments to list's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
Statusstatustext: Which records to include. Defaults to all.One of: open, completed, canceled, scheduled, all (Any status). Default: all.
Starts afterstarts_afterdate and time: Only appointments starting at or after this moment.
Starts beforestarts_beforedate and time: Only appointments starting before this moment.
How many per pagemax_resultsnumber: Defaults to 50. Newest records come first.From 1 to 5000.
Next pagenext_pagetext: The 'next_page' value an earlier run of this step returned. When set, the other filters are ignored and the next page of that same list is returned.

Outputs

countnumber
itemslist
next_pagetext: Pass to 'next_page' on the same action for the next page; empty on the last page.

Example output

{
  "count": 1,
  "items": [
    {
      "all_day": false,
      "created_on": "2026-09-24T09:00:00Z",
      "description": null,
      "duration_minutes": 30,
      "end": "2026-10-01T15:30:00Z",
      "id": "a1b2c3d4-0000-4000-8000-000000000005",
      "location": "Teams",
      "modified_on": "2026-09-24T09:05:00Z",
      "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
      "owner_name": "Lodol Integration",
      "priority": "Normal",
      "priority_code": 1,
      "regarding_id": "a1b2c3d4-0000-4000-8000-000000000001",
      "regarding_name": "Fourth Coffee",
      "start": "2026-10-01T15:00:00Z",
      "status": "Scheduled",
      "status_reason": "Busy",
      "subject": "Product walkthrough"
    }
  ],
  "next_page": null
}

List contacts

Find contacts by name or email, or everyone at one account, newest first.

Inputs

Name or email containssearchtext: Only contacts whose full name or email contains this. Case-insensitive; matches anywhere in the text.
Company (account) IDaccount_idtext: The account whose contacts to list's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
Statusstatustext: Which records to include. Defaults to active.One of: active, inactive, all (Any status). Default: active.
How many per pagemax_resultsnumber: Defaults to 50. Newest records come first.From 1 to 5000.
Next pagenext_pagetext: The 'next_page' value an earlier run of this step returned. When set, the other filters are ignored and the next page of that same list is returned.

Outputs

countnumber
itemslist
next_pagetext: Pass to 'next_page' on the same action for the next page; empty on the last page.

Example output

{
  "count": 1,
  "items": [
    {
      "address_line1": null,
      "city": null,
      "company_id": "a1b2c3d4-0000-4000-8000-000000000001",
      "company_name": "Fourth Coffee",
      "country": null,
      "created_on": "2026-09-24T09:00:00Z",
      "description": null,
      "email": "ada@example.com",
      "first_name": "Ada",
      "full_name": "Ada Lovelace",
      "id": "a1b2c3d4-0000-4000-8000-000000000002",
      "job_title": "Head of Engineering",
      "last_name": "Lovelace",
      "mobile_phone": null,
      "modified_on": "2026-09-24T09:05:00Z",
      "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
      "owner_name": "Lodol Integration",
      "phone": null,
      "postal_code": null,
      "state_or_province": null,
      "status": "Active",
      "status_reason": "Active"
    }
  ],
  "next_page": null
}

List notes

Find notes by their title or text, or read every note on one record, newest first. An attached file's contents are not returned.

Inputs

Title or text containssearchtext: Only notes matching this. Case-insensitive; matches anywhere in the text.
Attached to record IDregarding_idtext: The record whose notes to list's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
How many per pagemax_resultsnumber: Defaults to 50. Newest records come first.From 1 to 5000.
Next pagenext_pagetext: The 'next_page' value an earlier run of this step returned. When set, the other filters are ignored and the next page of that same list is returned.

Outputs

countnumber
itemslist
next_pagetext: Pass to 'next_page' on the same action for the next page; empty on the last page.

Example output

{
  "count": 1,
  "items": [
    {
      "created_on": "2026-09-24T09:00:00Z",
      "file_name": null,
      "file_size": null,
      "has_attachment": false,
      "id": "a1b2c3d4-0000-4000-8000-000000000004",
      "mime_type": null,
      "modified_on": "2026-09-24T09:05:00Z",
      "note_text": "They want a quote for 50 seats.",
      "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
      "owner_name": "Lodol Integration",
      "regarding_id": "a1b2c3d4-0000-4000-8000-000000000002",
      "regarding_name": "Ada Lovelace",
      "regarding_type": "contact",
      "title": "Call summary"
    }
  ],
  "next_page": null
}

List tasks

Find tasks by subject, by the account or contact they are about, or by whether they are still open.

Inputs

Subject containssearchtext: Only tasks whose subject contains this. Case-insensitive; matches anywhere in the text.
Regarding record IDregarding_idtext: The account or contact whose tasks to list's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
Statusstatustext: Which records to include. Defaults to open.One of: open, completed, canceled, all (Any status). Default: open.
How many per pagemax_resultsnumber: Defaults to 50. Newest records come first.From 1 to 5000.
Next pagenext_pagetext: The 'next_page' value an earlier run of this step returned. When set, the other filters are ignored and the next page of that same list is returned.

Outputs

countnumber
itemslist
next_pagetext: Pass to 'next_page' on the same action for the next page; empty on the last page.

Example output

{
  "count": 1,
  "items": [
    {
      "actual_duration_minutes": null,
      "completed_on": null,
      "created_on": "2026-09-24T09:00:00Z",
      "description": null,
      "due": "2026-09-30T17:00:00Z",
      "duration_minutes": 30,
      "id": "a1b2c3d4-0000-4000-8000-000000000003",
      "modified_on": "2026-09-24T09:05:00Z",
      "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
      "owner_name": "Lodol Integration",
      "priority": "High",
      "priority_code": 2,
      "regarding_id": "a1b2c3d4-0000-4000-8000-000000000001",
      "regarding_name": "Fourth Coffee",
      "start": null,
      "status": "Open",
      "status_reason": "Not Started",
      "subject": "Send the proposal"
    }
  ],
  "next_page": null
}

List users

The people in this environment, by name, email or sign-in name, so a step can find whose ID to use. Read only: users come from Microsoft Entra ID, not from this API.

Inputs

Name or email containssearchtext: Only users whose full name, email or user name contains this. Case-insensitive; matches anywhere in the text.
Include disabled usersinclude_disabledtrue/false: Also return users who have been disabled.Default: false.
Include application usersinclude_application_userstrue/false: Also return service accounts, such as the app this connection signs in as.Default: false.
How many per pagemax_resultsnumber: Defaults to 50. Newest records come first.From 1 to 5000.
Next pagenext_pagetext: The 'next_page' value an earlier run of this step returned. When set, the other filters are ignored and the next page of that same list is returned.

Outputs

countnumber
itemslist
next_pagetext: Pass to 'next_page' on the same action for the next page; empty on the last page.

Example output

{
  "count": 1,
  "items": [
    {
      "business_unit_id": "5b1c2d3e-4f5a-4b6c-8d7e-9f0a1b2c3d4e",
      "business_unit_name": "Fourth Coffee",
      "email": "ada@example.com",
      "entra_object_id": "9f8e7d6c-5b4a-4321-8765-0a1b2c3d4e5f",
      "first_name": "Ada",
      "full_name": "Ada Lovelace",
      "id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
      "is_application_user": false,
      "is_disabled": false,
      "last_name": "Lovelace",
      "title": "Head of Engineering",
      "user_name": "ada@example.com"
    }
  ],
  "next_page": null
}

Log a phone call

Record a call on the timeline of an account or contact, either as one still to make or as one already made or received.

Inputs

SubjectsubjecttextRequired: What the call is about.
Directiondirectiontext: Whether the call goes out or comes in.One of: outgoing, incoming.
Outcomestatustext: Leave blank for a call still to make.One of: open, made, received, canceled.
Phone numberphone_numbertext: The number called.
Duration (minutes)duration_minutesnumber: How long the call lasted.From 0 to 2160000.
Priorityprioritytext: Defaults to Normal.One of: low, normal, high.
Regardingregarding_typetext: The kind of record this call is about. Fill in both this and the ID, or neither.One of: account, contact.
Regarding record IDregarding_idtext: The record this call is about's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
Notesdescriptiontext: What was said.

Outputs

completed_ontext
created_ontext
descriptiontext
directiontext: outgoing or incoming.
duration_minutesnumber
endtext
idtext: The phone call's ID (a GUID).
modified_ontext
owner_idtext
owner_nametext
phone_numbertext
prioritytext
priority_codenumber
regarding_idtext
regarding_nametext
starttext
statustext: Active, Inactive, Open, Completed...
status_reasontext
subjecttext

Example output

{
  "completed_on": null,
  "created_on": "2026-09-24T09:00:00Z",
  "description": null,
  "direction": "outgoing",
  "duration_minutes": 15,
  "end": null,
  "id": "a1b2c3d4-0000-4000-8000-000000000006",
  "modified_on": "2026-09-24T09:05:00Z",
  "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
  "owner_name": "Lodol Integration",
  "phone_number": "+1 425 555 0100",
  "priority": "Normal",
  "priority_code": 1,
  "regarding_id": "a1b2c3d4-0000-4000-8000-000000000001",
  "regarding_name": "Fourth Coffee",
  "start": null,
  "status": "Completed",
  "status_reason": "Made",
  "subject": "Follow-up call"
}

Update a contact

Change a contact's details. Only the fields you fill in are changed; blank fields are left as they are.

Inputs

Contact IDcontact_idtextRequired: The contact's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
First namefirst_nametext: The contact's first name.
Last namelast_nametext: The contact's last name. Dynamics 365 requires it.
Job titlejob_titletext: The contact's job title.
Emailemailtext: The contact's email address.
Business phonephonetext: The contact's business phone.
Mobile phonemobile_phonetext: The contact's mobile phone.
Streetaddress_line1text: Address line 1.
Citycitytext: City.
State or provincestate_or_provincetext: State or province.
Postal codepostal_codetext: ZIP or postal code.
Countrycountrytext: Country or region.
Descriptiondescriptiontext: Notes about the contact.
Company (account) IDaccount_idtext: The account the contact works for's ID. Paste the GUID, or a link copied from the record in Dynamics 365.

Outputs

address_line1text
citytext
company_idtext
company_nametext
countrytext
created_ontext
descriptiontext
emailtext
first_nametext
full_nametext
idtext: The contact's ID (a GUID).
job_titletext
last_nametext
mobile_phonetext
modified_ontext
owner_idtext
owner_nametext
phonetext
postal_codetext
state_or_provincetext
statustext: Active, Inactive, Open, Completed...
status_reasontext

Example output

{
  "address_line1": null,
  "city": null,
  "company_id": "a1b2c3d4-0000-4000-8000-000000000001",
  "company_name": "Fourth Coffee",
  "country": null,
  "created_on": "2026-09-24T09:00:00Z",
  "description": null,
  "email": "ada@example.com",
  "first_name": "Ada",
  "full_name": "Ada Lovelace",
  "id": "a1b2c3d4-0000-4000-8000-000000000002",
  "job_title": "Head of Engineering",
  "last_name": "Lovelace",
  "mobile_phone": null,
  "modified_on": "2026-09-24T09:05:00Z",
  "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
  "owner_name": "Lodol Integration",
  "phone": null,
  "postal_code": null,
  "state_or_province": null,
  "status": "Active",
  "status_reason": "Active"
}

Update a task

Change a task, or move it on: choosing a status writes the state and status reason together, the way Dynamics 365 needs them. Only the fields you fill in are changed.

Inputs

Task IDtask_idtextRequired: The task's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
Statusstatustext: Where the task has got to.One of: open (Not started), in_progress (In progress), deferred, completed, canceled.
Subjectsubjecttext: What needs doing.
Dueduedate and time: When it is due.
Startstartdate and time: When work on it starts.
Duration (minutes)duration_minutesnumber: How long it is expected to take.From 0 to 2160000.
Priorityprioritytext: Defaults to Normal.One of: low, normal, high.
Descriptiondescriptiontext: Details.

Outputs

actual_duration_minutesnumber
completed_ontext
created_ontext
descriptiontext
duetext
duration_minutesnumber
idtext: The task's ID (a GUID).
modified_ontext
owner_idtext
owner_nametext
prioritytext
priority_codenumber
regarding_idtext
regarding_nametext
starttext
statustext: Active, Inactive, Open, Completed...
status_reasontext
subjecttext

Example output

{
  "actual_duration_minutes": null,
  "completed_on": null,
  "created_on": "2026-09-24T09:00:00Z",
  "description": null,
  "due": "2026-09-30T17:00:00Z",
  "duration_minutes": 30,
  "id": "a1b2c3d4-0000-4000-8000-000000000003",
  "modified_on": "2026-09-24T09:05:00Z",
  "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
  "owner_name": "Lodol Integration",
  "priority": "High",
  "priority_code": 2,
  "regarding_id": "a1b2c3d4-0000-4000-8000-000000000001",
  "regarding_name": "Fourth Coffee",
  "start": null,
  "status": "Open",
  "status_reason": "Not Started",
  "subject": "Send the proposal"
}

Update an account

Change an account's details. Only the fields you fill in are changed; blank fields are left as they are.

Inputs

Account IDaccount_idtextRequired: The account's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
Account namenametext: The company or organization name.
Account numberaccount_numbertext: Your own account number.
Main phonephonetext: The account's main phone number.
Emailemailtext: The account's main email address.
Websitewebsitetext: The account's website address.
Streetaddress_line1text: Address line 1.
Citycitytext: City.
State or provincestate_or_provincetext: State or province.
Postal codepostal_codetext: ZIP or postal code.
Countrycountrytext: Country or region.
Descriptiondescriptiontext: Notes about the account.
Industryindustrytext: The account's industry.One of: accounting, agriculture (Agriculture and Non-petrol Natural Resource Extraction), broadcasting (Broadcasting Printing and Publishing), brokers, building_supply_retail (Building Supply Retail), business_services (Business Services), consulting, consumer_services (Consumer Services), design (Design, Direction and Creative Management), distributors (Distributors, Dispatchers and Processors), and 23 more.
Relationship typerelationship_typetext: How your organization relates to this account.One of: competitor, consultant, customer, investor, partner, influencer, press, prospect, reseller, supplier, vendor, other.
Number of employeesnumber_of_employeesnumber: How many people the account employs.At least 0.
Annual revenueannual_revenuenumber: The account's revenue, in the environment's currency.From 0 to 1000000000000.
Primary contact IDprimary_contact_idtext: The account's primary contact's ID. Paste the GUID, or a link copied from the record in Dynamics 365.
Parent account IDparent_account_idtext: The parent account's ID. Paste the GUID, or a link copied from the record in Dynamics 365.

Outputs

account_numbertext
address_line1text
annual_revenuenumber
citytext
countrytext
created_ontext
descriptiontext
emailtext
idtext: The account's ID (a GUID).
industrytext
industry_codenumber
modified_ontext
nametext
number_of_employeesnumber
owner_idtext
owner_nametext
parent_account_idtext
parent_account_nametext
phonetext
postal_codetext
primary_contact_idtext
primary_contact_nametext
relationship_typetext
relationship_type_codenumber
state_or_provincetext
statustext: Active, Inactive, Open, Completed...
status_reasontext
websitetext

Example output

{
  "account_number": "FC-1001",
  "address_line1": null,
  "annual_revenue": 2500000.0,
  "city": "Redmond",
  "country": "United States",
  "created_on": "2026-09-24T09:00:00Z",
  "description": null,
  "email": "hello@example.com",
  "id": "a1b2c3d4-0000-4000-8000-000000000001",
  "industry": "Consulting",
  "industry_code": 7,
  "modified_on": "2026-09-24T09:05:00Z",
  "name": "Fourth Coffee",
  "number_of_employees": 120,
  "owner_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f",
  "owner_name": "Lodol Integration",
  "parent_account_id": null,
  "parent_account_name": null,
  "phone": "+1 425 555 0100",
  "postal_code": null,
  "primary_contact_id": null,
  "primary_contact_name": null,
  "relationship_type": "Customer",
  "relationship_type_code": 3,
  "state_or_province": null,
  "status": "Active",
  "status_reason": "Active",
  "website": "https://example.com"
}

Who am I

Check the connection: returns the ID of the application user this connection acts as, with its business unit and organization.

Inputs

None.

Outputs

business_unit_idtext
environment_urltext
organization_idtext
user_idtext

Example output

{
  "business_unit_id": "5b1c2d3e-4f5a-4b6c-8d7e-9f0a1b2c3d4e",
  "environment_url": "https://yourorg.crm.dynamics.com",
  "organization_id": "3c4d5e6f-7a8b-4c9d-8e0f-1a2b3c4d5e6f",
  "user_id": "7d2e4f10-1c3b-4a5d-8e6f-0a1b2c3d4e5f"
}

Microsoft Dynamics 365

ActionsCopy Anchor Link

Create a contactCopy Anchor Link

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Create a noteCopy Anchor Link

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Create a taskCopy Anchor Link

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Create an accountCopy Anchor Link

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Create an appointmentCopy Anchor Link

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Delete a recordCopy Anchor Link

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Get a contactCopy Anchor Link

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Get an accountCopy Anchor Link

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List accountsCopy Anchor Link

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List activitiesCopy Anchor Link

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List appointmentsCopy Anchor Link

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List contactsCopy Anchor Link

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List notesCopy Anchor Link

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List tasksCopy Anchor Link

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List usersCopy Anchor Link

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Log a phone callCopy Anchor Link

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Update a contactCopy Anchor Link

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Update a taskCopy Anchor Link

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Update an accountCopy Anchor Link

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Who am ICopy Anchor Link

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On this page

Actions

Create a contact

Create a note

Create a task

Create an account

Create an appointment

Delete a record

Get a contact

Get an account

List accounts

List activities

List appointments

List contacts

List notes

List tasks

List users

Log a phone call

Update a contact

Update a task

Update an account

Who am I