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D365 Create Record ​

Creates a new record in a Microsoft Dynamics 365 / Dataverse entity.

Purpose ​

Use this task when a workflow needs to insert a new record into Dynamics 365, such as creating a new account, contact, lead, or any custom entity. It connects via a configured service account and returns the GUID of the newly created record so that downstream tasks can reference it.

Inputs ​

FieldTypeRequiredDescription
Service Account - Microsoft Dynamics 365Service AccountYesThe Dynamics 365 service account used to authenticate with Dataverse.
Entity TypeTextYesThe logical name of the entity to create the record in (e.g. account, contact, lead).
Field MappingsKey-Value PairsYesThe field names and values to set on the new record. Keys must be logical field names.
Return ColumnsListNoOptional list of field names to retrieve from the newly created record.

Outputs ​

NameDescription
Record IdThe GUID of the newly created record.
Entity TypeThe logical entity name used when creating the record.

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