All Dynamics 365 actions
Import Records from a Dynamics 365 View
Import the records in a Dynamics 365 system or personal view into a Baseloop table, one row per account, contact, lead, or opportunity in the view. Choose the view and the attributes to bring in, and a column is created for each. 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 by Criteria Import Dynamics 365 records that match your filter criteria 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 from a dynamics 365 view into any workflow. Free to start, no credit card.