Action Library > Dynamics On-Prem
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Dynamics – Entity
This action is intended for use with an on premises version of Dynamics 365.
Within the Dynamics Entity action you have the ability to perform the following operations on all entities within the platform:
- Get
- Create
- Update
- Delete
Schema Downloads
The action is dependent on an entity schema being provided. This schema lets the action know all the information about the entity you wish to perform operations on. Without a schema, the action will not be able to correctly send requests to your Dynamics environment.
The action handles schema downloads when configuring the settings. In order to download a schema, provide the relevant connection information and change the "Schema Options" field to "Download Schema". The action will they make a request to your Dynamics environment and store the schema in a local directory. Changing the "Schema Options" field to "Update Schema" will make a request and update the schema file.
Providing a file manually
If a schema file needs to be provided manually, this can be done by adding the schema in the following directory C:ProgramDataParker SoftwareThinkAutomation.NETTemp ensuring the file name is dynamics_schema.xml.
Connection Information
There are 5 required fields when connecting to your dynamics instance. These are as follows:
- Domain: e.g. https://parkersoftware.com
- Username: the username used to login
- Password: the password used to login
- Instance: this is the name of your Dynamics installation. To find out what your instance is called within Dynamics, go to Settings > Customizations > Developer Resources. The instance name is then shown in the "Unique Name" field.
- APIVersion: this is the version of the API Dynamics is using e.g. 8.0. To find what version your instance is using within Dynamics, go to Settings > Customizations > Developer Resources. The API version will be shown in the "Service Root URL" field. Please provide the version as follows: 8.0 not v8.0.
Making a request
When making a request multiple fields are required. These are as follows:
- Type: the type of request you wish to make.
- Entity Type: the entity type you wish to perform the action on
- Entity Values: the values you wish to assign to the entity. If you are performing a type of "Get", this field will allow you to extract properties to specific variables. To do this, select the relevant property in the first column and select the variable in the second (NOTE: the action will automatically remove any % from your variable names - this is normal).
Responses
If a successful request is made the EntityID will be returned from the action. This value can then be used in subsequent requests. For "Get" requests, the raw JSON value returned from Dynamics will be returned, with any custom extractions taking place.
If an error occurs the response will be blank and any errors added to the log.
Common
- Comment
- Execute Script
- Extract Field
- Move Incoming Message
- Process Attachments
- Set Variable
- Update A Database
Data
- Counter
- Embedded Data Store
- Embedded Files Store
- Execute A Database Command
- Lookup From A Database
- Lookup From A MongoDB Database
- Lookup From Excel
- Open Database Reader
- Update A Database Using Custom SQL
- Update CSV File
- Update Excel File
- Update MongoDB
Outgoing
- Forward Original Message
- Remove Scheduled Outgoing Message
- Send Appointment
- Send Email
- Send Slack Message
- Send Tweet
- Wait For User Response
Documents
- Convert Document
- Convert Document To Text
- Convert PDF Document
- Copy File to Folder
- Create Document
- Create Spreadsheet
- Insert CSV into XLS File (97 - 2003)
- PDF to text using PDFPig
- Run A Report
- Save As PDF
- Sign PDF Document
- Word Merge
Office 365
General
- Compression
- Convert JSON To Html
- Create Hash
- Create JSON
- Create Passcode
- Date Operation
- Encryption
- Extract Email Signature
- File Operation
- Find and Replace
- HTML Field Extraction
- Key-Value Pair Collection
- Math
- Parse CSV Line
- Read/Write Text File
- Set Logging Level
- Set Message Store Flag
- Text Operation
- Text to One Line
- Text To Speech
- Tokenize
- Update JSON
Network
CRM
Xero
Web
- Call A Soap Web Service
- Cloud Storage
- Download File
- FTP Download
- FTP Upload
- Get Browser Info
- Get Gravatar For Email
- Get Spam Score
- HTTP Get
- HTTP Post
- OAuth SignIn
- Read JSON Document
- Wait For Webhook
Location
- Detect Language
- GeoIP Lookup
- GetAddress - Address Lookup
- Google Maps Directions (HTML)
- Speak Text
- Translate
Twilio
- Normalize Phone Number
- Twilio Make A Telephone Call
- Twilio Send SMS Message
- Twilio Wait For SMS Reply
Sentiment
Azure
- Azure Blob
- Azure Cosmos DB
- Azure File
- Azure File Get Link
- Azure Form Recognize
- Azure Queue
- Azure Table
System
- Execute PowerShell
- Get Environment Variable
- Get Registry Value
- Run A Program
- Set Environment Variable
- Set Registry Value
Amazon
Azure Cognitive Services
- Azure Analyze Image
- Azure Analyze Sentiment
- Azure Extract Key Phrases From Text
- Azure Extract Named Entities From Text
- Azure Extract Text From Image
- Azure Translate
- Check Spelling (Bing Spell Check)
Finance
Sample
Flow
- Call Automation
- Create Web Form Redirect
- End Processing
- For Each
- Go To Label
- If Block
- On Error
- Return
- Select Case
- Sleep
Microsoft Graph
Talkyard
Virus Scanning
Password Managers
Dynamics On-Prem
Pipedrive
monday.com
- Monday - Board Item
- Monday - Create Item Update
- Monday - Get User Info
- Monday - Send Notification
- Monday - Upload File