All Dynamics 365 actions
Import Records by Criteria from Dynamics 365
Import the Dynamics 365 accounts, contacts, leads, or opportunities that match your criteria into a Baseloop table, one row per record. Build conditions in AND groups joined by OR, choose the attributes to bring in, and optionally limit the count. Re-runs update rows by record ID. Free action.
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Other Dynamics 365 actions.
- Create Activity Create a note, task, email, phone call, or appointment on a Dynamics 365 record
- 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 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 import records by criteria into any workflow. Free to start, no credit card.