All Dynamics 365 actions
Get Activities from Dynamics 365
Pull the notes, tasks, emails, phone calls, or appointments attached to a Dynamics 365 account, contact, lead, or opportunity into each Baseloop row, using the record ID from a column. Pick one activity type and how many to fetch. The cell shows the count; the activities sit in the full result.
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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
- 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.
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