All Dynamics 365 actions
Create Activity in Dynamics 365
Log a note, task, email, phone call, or appointment on a Dynamics 365 account, contact, lead, or opportunity for each Baseloop row. Choose the parent record ID column and activity type, and map the subject and body from columns. Email activities are logged, not sent. The activity ID and a link come back.
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Other Dynamics 365 actions.
- Create Record Create an account, contact, lead, or opportunity in Dynamics 365 from your table data
- Get Activities Fetch notes, tasks, emails, phone calls, or appointments for a Dynamics 365 record
- Import a Dynamics 365 Marketing List Import the members of a Dynamics 365 marketing list into your table
- Import Records by Criteria Import Dynamics 365 records that match your filter criteria into your table
- Import Records from a Dynamics 365 View Import Dynamics 365 records from a system or personal view into your table
- Lookup Record Search Dynamics 365 for an account, contact, lead, or opportunity using your table data
- Don’t see your action? Send us the Dynamics 365 workflow you’re trying to build.
Run this in Baseloop today.
Drop create activity into any workflow. Free to start, no credit card.