D365 Search Records

Searches for and retrieves multiple records from a Microsoft Dynamics 365 / Dataverse entity based on filter criteria.

Purpose

Use this task when a workflow needs a list of records that match certain conditions, such as all active accounts in a region or all open leads assigned to a particular owner. The results are returned as a list of record objects that can be iterated over using a Loop task or passed to other tasks for further processing. If no filter is provided, all records in the entity are returned up to the page limit.

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 search (e.g. account, contact, lead).
Filter	Key-Value Pairs	No	Field name and value pairs to filter records by. All conditions are combined with AND logic. Leave blank to return all records.
Columns	List	No	Optional list of field names to return from each record. If left blank, default attributes are returned.
Max Pages	Text	No	Maximum number of result pages to retrieve. Defaults to 100.

Outputs

Name	Description
Records	A list of record objects, each containing the requested field names and their values.
Record Count	The total number of records returned.
Entity Type	The logical entity name that was searched.