D365 Get Record

Description

The D365 Get Record node retrieves a single record from Microsoft Dynamics 365 / Dataverse.
You can look up the record by its unique ID (GUID) or by a name field, and optionally specify which columns to return.

This node is commonly used to:

• Retrieve record details before performing updates or actions
• Validate if a record exists in Dynamics 365
• Pull specific fields (such as email, account number, or owner) for use in later workflow steps

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How to Use

When added to a workflow, this node presents a configuration form with the following input fields.

Field	Type	Description	Required	Visible When
ServiceAccount - Microsoft Dynamics 365	Service Account Picker	Select the connected Dynamics 365 service account to authenticate with.	✅	Always
Entity Type	Text	The logical name of the entity to retrieve the record from (e.g. account, contact, lead, or custom entity name).	✅	Always
Record Id Or Name	Text	The record identifier (GUID) or logical name value to locate the record. Examples: - By ID: 8a5fdb6e-2f87-4b91-b3f5-22b985efb21c - By Name: Tentech Pty Ltd	✅	Always
Columns	List of Text	Optional list of field names to return. If left blank, the default set of fields will be retrieved. Example: ["name", "emailaddress1", "telephone1"]	❌	Optional

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Behavior

• If Record Id Or Name is a valid GUID, the node retrieves the record by ID.
• Otherwise, it attempts to retrieve it by name.
• If Columns are specified, only those fields are returned; otherwise, all standard fields are included.
• If no matching record is found, the workflow step fails with a “Record not found” message.

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Example Configurations

Example 1 – Retrieve Account by ID

Setting	Example Value
ServiceAccount - Microsoft Dynamics 365	DynamicsProdService
Entity Type	account
Record Id Or Name	8a5fdb6e-2f87-4b91-b3f5-22b985efb21c
Columns	["name", "accountnumber", "emailaddress1"]

Result:
Retrieves the specified account record, returning the name, account number, and email address fields.

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Example 2 – Retrieve Contact by Name

Setting	Example Value
ServiceAccount - Microsoft Dynamics 365	DynamicsProdService
Entity Type	contact
Record Id Or Name	John Smith
Columns	["firstname", "lastname", "emailaddress1", "telephone1"]

Result:
Retrieves the first contact matching the name “John Smith” and outputs its details as an object.

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Outputs

After successful execution, this node produces the following output variables.

Output Variable	Type	Description
D365Record	Object	The retrieved record, containing all selected fields and their values.

The D365Record object can be referenced in later workflow steps (for example, {D365Record.emailaddress1}).

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Example Workflow Usage

1. Use D365 Get Record to retrieve an existing account record.
2. Extract a value (e.g., {D365Record.accountid}) from the output.
3. Pass that value into a D365 Update Record or D365 Execute Action node to modify or trigger further operations.
4. Optionally log or email record details using workflow variables.

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Status Messages

Status	Description
Completed	Record retrieved successfully.
Fail	Record not found, or configuration/connection error occurred.

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Error Handling

If an error occurs, the node fails and returns an explanatory message.
Common issues include:

• Incorrect or missing service account
• Invalid entity name
• Invalid record ID format (not a valid GUID)
• Record does not exist in Dynamics 365
• Service account lacks permissions to access the entity

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Notes

• Use logical field names when specifying columns, not display names. For example, use emailaddress1 instead of “Email Address”.
• You can pass values from earlier workflow nodes into any input field using variable syntax (e.g., {AccountId}, {ContactName}).
• The retrieved record object (D365Record) can contain nested data if related columns are included.
• The node uses the Dataverse REST API to retrieve the record, ensuring consistent security and permission enforcement.

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Category: Integrations → Microsoft Dynamics 365 Task Name: D365GetRecord