All Dynamics 365 actions
Lookup Record in Dynamics 365
Search Dynamics 365 for the account, contact, lead, or opportunity that matches each row, using filters built from your table data such as an email or a company name. Matching records come back with the fields you select, or the row is marked not found so later steps can create or update.
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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
- Import Records from a Dynamics 365 View Import Dynamics 365 records from a system or personal view into your table
- Don’t see your action? Send us the Dynamics 365 workflow you’re trying to build.
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