D365 Execute Action

Executes a custom or system action in Microsoft Dynamics 365 / Dataverse.

Purpose

Use this task when a workflow needs to trigger business logic already defined in Dynamics 365, such as winning an opportunity, qualifying a lead, or running a custom action. It supports both global actions (not bound to a record) and entity-bound actions (executed against a specific record). The action response is parsed from JSON and made available as an output variable.

Inputs

Field	Type	Required	Description
Service Account - Microsoft Dynamics 365	Service Account	Yes	The Dynamics 365 service account used to authenticate with Dataverse.
Action Name	Text	Yes	The internal logical name of the action to execute (e.g. WinOpportunity, new_MyCustomAction).
Parameters	Key-Value Pairs	No	Input parameters to pass to the action. Keys and values must match the action's defined inputs.
Entity Type	Text	No	The logical entity name for entity-bound actions. Leave blank for global actions.
Entity Id	Text	No	The GUID of the record for entity-bound actions. Leave blank for global actions.

Outputs

Name	Description
Action Name	The name of the action that was executed.
Response Data	The parsed response body returned by the action, or the raw response string if JSON parsing fails.
Status Code	The HTTP status code returned by the Dataverse API.
Entity Type	The entity type used (only present when an entity-bound action was executed).
Entity Id	The record GUID used (only present when an entity-bound action was executed).