Dynamics 365: Get Entity Records
Description
Use the step to fetch all Dynamics 365 entity records matching the query criterion.
Note:
The step generates multiple rows therefore, use it as the first step in the workflow.
Configurations
| Field name | Description |
|---|---|
| Step name | Specify a unique name for the step. |
| CONNECTION tab | Connection fields |
| Base URL* | Specify the base URL of the Dynamics 365 CRM instance. For example, https://XXXXX.crm8.dynamics.com The field data type is String. |
| Tenant ID* | Specify Tenant ID to authenticate Dynamics 365 CRM instance. The field data type is String. Note: To create Tenant ID refer plugin prerequisites. |
| Client ID* | Specify Client ID to authenticate Dynamics 365 CRM instance. The field data type is String. Note: To create Client ID refer plugin prerequisites. |
| Client Secret | Note: To create Client Secret, see the Prerequisites and References sections. |
| Client Secret Key* | Provide the Client Secret to authenticate Dynamics 365 CRM instance. Client Secret is entered using a widget. If the checkbox is selected the Client Secret field appears as Text box and accepts static values or variables. Else if the checkbox is clear Client Secret field appears as a list to select fields from previous steps. The field data type is String. Note: To create Client Secret see the Prerequisites and References sections. Test Connection: Click to verify if the connection is established or not. Note: For the purpose of verification fields coming from previous steps are not allowed since field values can only be accessed when workflow is in running state. Static values and environment variables are allowed. |
| INPUT tab: | Input fields |
| Entity Name* | Select the entity name from which you want to fetch a specific record. The field data type is String. Click Get, if the connection is successfully established it populates the list of fields associated with the Entity Name on the Dynamics 365 CRM instance. |
| Criteria Query* | Provide a Criteria Query to fetch all Dynamics 365 CRM matching records. The field data type is String. Sample Criteria Query: - “Account Name” eq ‘RPA Test’ - ‘Total Amount’ eq 1500.55 - “Account Number” eq “INC0010097” - “Account Name" eq'Proseware, Inc.' and "Status" eq 0 See the following links to check the Criteria Query supported for the given Entity Name (Criteria Value type required for the specified Criteria Field): - https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/query-data-web-api - https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/entitytypes?view=dynamics-ce-odata-9 Note: - Provide display names in the criteria query. - Provide criteria field in double-quotes & criteria value in single quotes if itis a string or without quotes for other types. Limitation: Lookup fields are not supported. |
| Fetch Records Batch Size* | Input step will give the output based upon the batch size.By this provision, it will fetch the records in the provided batches. It must be a positive number. The field data type is String. |
| OUTPUT tab: | Output fields (Tabular) |
| Field Name* | Click the cell in the output table, if the connection is successfully established it populates the list of fields associated with the Entity Name on the Dynamics 365 CRM instance. The field is mandatory and data type is String. Note: At least one 'Field Name' and 'Output Field' must be provided. |
| Output Field | Specify an output field to hold valid values for the fields associated with the field name. The field is mandatory and data type is String. |
*indicates the field is mandatory.