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D365 Update Record ​

Updates field values on an existing record in a Microsoft Dynamics 365 / Dataverse entity.

Purpose ​

Use this task when a workflow needs to modify data on a record that already exists in Dynamics 365, such as changing a status, updating contact details, or writing back calculated values from earlier workflow steps. The record is identified by its GUID. Optionally, specific fields can be returned after the update to confirm the new values or feed them into downstream tasks.

Inputs ​

FieldTypeRequiredDescription
Service Account - Microsoft Dynamics 365Service AccountYesThe Dynamics 365 service account used to authenticate with Dataverse.
Entity TypeTextYesThe logical name of the entity containing the record to update (e.g. account, contact, opportunity).
Record IdTextYesThe GUID of the record to update. Must be a valid GUID.
Field MappingsKey-Value PairsYesThe field names and new values to write to the record. Keys must be logical field names.
Return ColumnsListNoOptional list of field names to retrieve from the record after the update.

Outputs ​

NameDescription
Record IdThe GUID of the record that was updated.
Entity TypeThe logical entity name of the updated record.
Updated ValuesThe field values returned after the update. Only present when Return Columns were specified.

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