About this integration
CRM on Dataverse — generic table CRUD, search, and record watches for Dynamics 365 and Power Apps. Use it from the workflow canvas with no custom glue script required.
This integration exposes 1 trigger, 29 search modules and 40 actions as workflow nodes. Authentication uses oauth authentication.
How to connect
The credential form asks for Environment URL, Tenant, Client ID, and Client Secret.
OAuth asks you to approve offline_access before access is granted.
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
| Field | Type | Help |
|---|---|---|
Environment URLRequired | url | Organization URL from Power Platform Developer resources — through .com, no /api/data, no trailing slash. Example: https://contoso.api.crm.dynamics.com. |
TenantRequired | text | Entra tenant ID, or common / organizations. |
Client IDRequired | text | Application (client) ID from the Entra app registration. |
Client SecretRequired | password | Client secret value from Certificates & secrets. |
Permissions requested
- offline_access
Use it in workflow automation
Start with Watch Records, then add Associate Records.
Triggers, searches and actions
Use the tables below to inspect Microsoft Dynamics CRM's 1 trigger, 29 search modules, and 40 actions.
Triggers
1 trigger fire automatically when specified events occur — no polling or cron job needed.
- Watch Records
Searches
Fetch data on demand using 29 search modules that query the app during a run.
- Describe Table
- Get Account
- Get Appointment
- Get Case
- Get Contact
24more searches
Actions
40 action modules cover the full range of create, update, and delete operations.
- Associate Records
- Create Account
- Create Appointment
- Create Case
- Create Contact
35more actions
Explore the fields available for each Microsoft Dynamics CRM trigger, search, and action.
Triggers
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Record ID | text |
Searches
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
Output fields
| Field | Type |
|---|---|
Logical Name | text |
Entity Set Name | text |
Input fields
| Field | Type |
|---|---|
Account IDRequired | text |
Select | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Account ID | text |
Name | text |
Input fields
| Field | Type |
|---|---|
Appointment IDRequired | text |
Select | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Appointment ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
Case IDRequired | text |
Select | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Case ID | text |
Case Title | text |
Input fields
| Field | Type |
|---|---|
Contact IDRequired | text |
Select | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Contact ID | text |
Full Name | text |
Input fields
| Field | Type |
|---|---|
Email IDRequired | text |
Select | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Email ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
Lead IDRequired | text |
Select | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Lead ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
Opportunity IDRequired | text |
Select | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Opportunity ID | text |
Topic | text |
Input fields
| Field | Type |
|---|---|
Phone Call IDRequired | text |
Select | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Phone Call ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
Record IDRequired | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Record ID | text |
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
Record IDRequired | text |
Navigation PropertyRequired | text |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Related Record ID | text |
Input fields
| Field | Type |
|---|---|
Task IDRequired | text |
Select | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Task ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
User IDRequired | text |
Select | text |
Expand | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
User ID | text |
Full Name | text |
Input fields
| Field | Type |
|---|---|
Select | text |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Account ID | text |
Name | text |
Input fields
| Field | Type |
|---|---|
Select | text |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Appointment ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
Select | text |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Case ID | text |
Case Title | text |
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
Logical Name | text |
Attribute Type | text |
Input fields
| Field | Type |
|---|---|
Select | text |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Contact ID | text |
Full Name | text |
Input fields
| Field | Type |
|---|---|
Select | text |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Email ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
Select | text |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Lead ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
Select | text |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Opportunity ID | text |
Topic | text |
Input fields
| Field | Type |
|---|---|
Select | text |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Phone Call ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Record ID | text |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Logical Name | text |
Entity Set Name | text |
Is Custom Entity | boolean |
Input fields
| Field | Type |
|---|---|
Select | text |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Task ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
Select | text |
Filter | text |
Order By | text |
Expand | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
User ID | text |
Full Name | text |
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
FetchXMLRequired | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Record ID | text |
Input fields
| Field | Type |
|---|---|
SearchRequired | text |
Entities | array |
Limit | number |
Output fields
| Field | Type |
|---|---|
Entity Name | text |
Object ID | text |
Score | number |
Output fields
| Field | Type |
|---|---|
Business Unit ID | text |
User ID | text |
Organization ID | text |
Actions
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
Record IDRequired | text |
Navigation PropertyRequired | text |
Related Record URLRequired | url |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Additional Fields | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Account ID | text |
Name | text |
Input fields
| Field | Type |
|---|---|
SubjectRequired | text |
Additional Fields | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Appointment ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
Case TitleRequired | text |
Additional Fields | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Case ID | text |
Case Title | text |
Input fields
| Field | Type |
|---|---|
First Name | text |
Last Name | text |
Additional Fields | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Contact ID | text |
Full Name | text |
Input fields
| Field | Type |
|---|---|
SubjectRequired | text |
Additional Fields | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Email ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
SubjectRequired | text |
Additional Fields | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Lead ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
TopicRequired | text |
Additional Fields | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Opportunity ID | text |
Topic | text |
Input fields
| Field | Type |
|---|---|
SubjectRequired | text |
Additional Fields | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Phone Call ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
FieldsRequired | object |
Key | text |
Value | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Record ID | text |
Input fields
| Field | Type |
|---|---|
SubjectRequired | text |
Additional Fields | text |
Owner | choice |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Task ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
First NameRequired | text |
Additional Fields | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
User ID | text |
Full Name | text |
Input fields
| Field | Type |
|---|---|
Account IDRequired | text |
Input fields
| Field | Type |
|---|---|
Appointment IDRequired | text |
Input fields
| Field | Type |
|---|---|
Case IDRequired | text |
Input fields
| Field | Type |
|---|---|
Contact IDRequired | text |
Input fields
| Field | Type |
|---|---|
Email IDRequired | text |
Input fields
| Field | Type |
|---|---|
Lead IDRequired | text |
Input fields
| Field | Type |
|---|---|
Opportunity IDRequired | text |
Input fields
| Field | Type |
|---|---|
Phone Call IDRequired | text |
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
Record IDRequired | text |
Input fields
| Field | Type |
|---|---|
Task IDRequired | text |
Input fields
| Field | Type |
|---|---|
User IDRequired | text |
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
Record IDRequired | text |
Navigation PropertyRequired | text |
Related Record IDRequired | text |
Input fields
| Field | Type |
|---|---|
ActionRequired | text |
Body | text |
Output fields
| Field | Type |
|---|---|
Value | text |
Input fields
| Field | Type |
|---|---|
BoundaryRequired | text |
Batch DocumentRequired | text |
Output fields
| Field | Type |
|---|---|
Response Body | text |
Input fields
| Field | Type |
|---|---|
FunctionRequired | text |
Query Parameters | array |
Output fields
| Field | Type |
|---|---|
Value | text |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Query String | array |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Status Code | number |
Input fields
| Field | Type |
|---|---|
Account IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Account ID | text |
Name | text |
Input fields
| Field | Type |
|---|---|
Appointment IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Appointment ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
Case IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Case ID | text |
Case Title | text |
Input fields
| Field | Type |
|---|---|
Contact IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Contact ID | text |
Full Name | text |
Input fields
| Field | Type |
|---|---|
Email IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Email ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
Lead IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Lead ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
Opportunity IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Opportunity ID | text |
Topic | text |
Input fields
| Field | Type |
|---|---|
Phone Call IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Phone Call ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
Record IDRequired | text |
FieldsRequired | object |
Key | text |
Value | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Record ID | text |
Input fields
| Field | Type |
|---|---|
Task IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Task ID | text |
Subject | text |
Input fields
| Field | Type |
|---|---|
User IDRequired | text |
FieldsRequired | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
User ID | text |
Full Name | text |
Input fields
| Field | Type |
|---|---|
TableRequired | choice |
Record IDRequired | text |
FieldsRequired | object |
Key | text |
Value | text |
Output fields
| Field | Type |
|---|---|
OData ETag | text |
Modified On | date |
Created On | date |
Record ID | text |