D365 Get Record

Retrieves a single record from a Microsoft Dynamics 365 / Dataverse entity by ID or name.

Purpose

Use this task when a workflow needs to read the current state of a specific Dynamics 365 record before performing further operations. It is commonly used to validate that a record exists, to pull field values for decision-making, or to feed data into a subsequent update or action task. If the record cannot be found, the task fails and halts the workflow.

Inputs

Field	Type	Required	Description
Service Account - Microsoft Dynamics 365	Service Account	Yes	The Dynamics 365 service account used to authenticate with Dataverse.
Entity Type	Text	Yes	The logical name of the entity to retrieve the record from (e.g. account, contact, lead).
Record Id Or Name	Text	Yes	The GUID or logical name of the record to retrieve. If the value is a valid GUID it is used directly; otherwise a name-based lookup is performed.
Columns	List	No	Optional list of field names to return. If left blank, the default set of fields is returned.

Outputs

Name	Description
D365Record	The retrieved record as an object containing the requested field names and their values.