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D365 Create Record ​

Description ​

The D365 Create Record node allows you to create a single record within Microsoft Dynamics 365 / Dataverse using a connected service account.
It is typically used when you need to insert a new record (such as an Account, Contact, Opportunity, or custom entity) as part of an automated workflow.

This node connects to Dynamics 365 via a configured service account and uses the Dataverse API to create the record, returning the new record’s unique ID upon success.

How to Use ​

When this node is added to a workflow, a configuration form will appear with the following input fields.
Each field defines the behavior of the record creation process.

FieldTypeDescriptionRequiredVisible When
ServiceAccount - Microsoft Dynamics 365Service Account PickerSelect the service account that has access to the target Dynamics 365 environment.✅Always
Entity TypeTextThe logical name of the entity where the record will be created.
Example: account, contact, lead, or your custom entity name such as new_project.		✅Always
Field MappingsKey/Value DictionaryDefines the fields and values to populate in the new record.

Example:
{ "name": "Tentech Pty Ltd", "emailaddress1": "info@tentech.com", "telephone1": "+61 3 9000 0000" }		✅Always
Return ColumnsList of TextOptional list of column (field) names to retrieve after record creation. These are useful if you need additional data from the newly created record for use later in the workflow.❌Optional

Example Configuration ​

Example 1 – Create a New Account ​

SettingExample Value
ServiceAccount - Microsoft Dynamics 365DynamicsProdService
Entity Typeaccount
Field Mappings{ "name": "Tentech Pty Ltd", "emailaddress1": "info@tentech.com", "telephone1": "+61 3 9000 0000" }
Return Columns["accountid", "name"]

Result:
A new Account record is created in Dynamics 365 with the specified field values.
The new record’s unique ID (GUID) is stored in the workflow variable Record Id.

Outputs ​

After successful execution, this node generates the following output variables that can be used by downstream nodes in the workflow:

Output VariableTypeDescription
Record IdTextThe GUID (unique identifier) of the newly created record in Dynamics 365.
Entity TypeTextThe entity type used when creating the record (e.g. account, contact).

Example Workflow Usage ​

  1. Use a Data Preparation or JSON Parse node to prepare input data for the record.
  2. Add the D365 Create Record node.
  3. Configure:
    • Entity Type = contact
    • Field Mappings = { "firstname": "{FirstName}", "lastname": "{LastName}", "emailaddress1": "{Email}" }
  4. Store the Record Id output.
  5. Use a follow-up node (such as “D365 Update Record” or “Email Notification”) to continue the process using that record ID.

Status Messages ​

StatusDescription
CompletedRecord created successfully in Dynamics 365.
FailRecord creation failed — see node log for details.

Error Handling ​

If an error occurs, the node will return a Fail status with a descriptive message.
Common causes include:

  • Invalid or missing Dynamics 365 service account
  • Incorrect entity name
  • Field name mismatch or missing required field
  • Insufficient permissions for the service account

Notes ​

  • The Dynamics 365 service account must already be connected and authorized in Connections → Microsoft Dynamics 365.
  • All field names must match the logical names of the fields in Dynamics 365, not their display names.
  • Return columns are optional but can be useful for chaining data in later workflow steps.
  • The node uses the Dataverse REST API and respects all permissions defined for the selected service account.

Category: Integrations → Microsoft Dynamics 365 Task Name: D365CreateRecord

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