Dynamics 365 CRM Actions¶

Actions are the operations (or API operations) that will take place as a result of the trigger defined in the upstream application. These actions you can perform on Dynamics 365 CRM by simple drag-drop and data mapping of elements and values from the trigger, derived values using formulas or desired constant that you may wish to map

All of the actions that you see below automate what you can do manually on Dynamics 365 CRM.

As shown below, you can create, update, or delete an entity in Dynamics 365 CRM based on response to a trigger event.

Action for Dynamics 365 CRM on Connect iPaaS

Figure 1. Action for Dynamics 365 CRM on Connect iPaaS

Create Object¶

You can use this action to create a new entity in Dynamics 365 CRM. You can define the entity object by giving a default value or by mapping the data from trigger events.

As shown in Figure 2, when a new contact is created in HubSpot a new contact will also be created in Dynamics 365 CRM with the Last Name, First Name and Mobile Phone Number.

Create Entity Action for Dynamics 365 CRM on Connect iPaaS

Figure 2. Create Object Action for Dynamics 365 CRM on Connect iPaaS

Delete Object¶

You can use this action to remove an entity from Dynamics 365 CRM. You can define the object to be deleted by giving a default value or by mapping the data from trigger events.

As shown in Figure 3, when a deal is updated as Closed and Lost in HubSpot the same deal will be deleted in your Dynamics 365 CRM account.

Delete Entity Action for Dynamics 365 CRM on Connect iPaaS

Figure 3. Delete Object Action for Dynamics 365 CRM on Connect iPaaS

Update Object¶

You can use this action to update an entity in Dynamics 365 CRM. You can define the entity object to be updated by giving a default value or by mapping the data from trigger events.

As shown in Figure 4, when a contact is updated in Salesforce the existing contact in Dynamics 365 CRM will be updated with the Department and the Contact Description details incoming from Salesforce

Update Entity Action for Dynamics 365 CRM on Connect iPaaS

Figure 4. Update Object Action for Dynamics 365 CRM on Connect iPaaS

Connect iPaaS supports all entities provided by Dynamics 365 CRM. To configure a Dynamics 365 CRM trigger or action you need to first choose an entity. By default, Connect provides 4 major entities and you can click on Others Entities to get more entities.

Click here to know more Entities and their attributes in Dynamics 365.