Activities
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Classic Integrations Activities
Last updated Jul 17, 2024

Quickstarts

Overview

The following are links to step-by-step instructions on how to use the Microsoft Dynamics 365 activities. These guides help you create a working sample of the different activities so that you can verify the connection to your Microsoft Dynamics 365 instance and get familiar with the input/output datatypes.

Quickstart

Description

After completing the steps in this guide, you'll have an automation sequence that does the following:

  1. Establishes a connection to your Microsoft Dynamics 365 application (Get Credential and Microsoft Dynamics Application Scope).
  2. Inserts a new account record (Insert Record).
  3. Searches for the inserted account record (Search Records).
  4. Updates the website field of the account record (Update Record).
  5. Verifies the account record was successfully updated (Get Record).
  6. Deletes the inserted account record (Delete Record).
  • Overview

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