Get account
Read selected standard account fields by Dataverse GUID.
Connector library
Microsoft Dynamics 365 connector.
Look up Dynamics 365 CRM accounts and contacts and search exact account numbers or email addresses through Dataverse Web API v9.2, returning selected standard fields.
Connector download
Download Microsoft Dynamics 365
Versioned ZIP for your CXFabric tenant.
Use this connector in a flow
- Register the ZIP in your tenant, or add a new version if the connector is already installed.
- Create or select a credential if the action requires one.
- In a Draft flow, add an available action, choose its version, connect it, and map inputs.
- Test the step and flow; review output and failures before activation.
See readme.md in the ZIP for settings and limitations.
- Version
v0.2.0.1 Choose version
- Release
- 2026-10-03
- Package
- Implemented source
- Schema credentials
- Bearer token
- Connection settings
- API Base URL
- Package size
- 8 KB
- SHA-256
93e6fc007e4264df696b34fe1ac6132d57f040dc9053fca5cc05429a4d53585c
Version history
What's new
- v0.2.0.1Latest · 2026-10-03 · Implemented source
Improves action labels, mapping hints and connection groups while retaining the existing parameter keys, types, defaults, credentials and result contracts.
- v0.2.0.0Earlier · 2026-10-03 · Implemented source
Look up Dynamics 365 CRM accounts and contacts and search exact account numbers or email addresses through Dataverse Web API v9.2, returning selected standard fields.
- v0.1.1.0Earlier · 2026-10-02 · Starter scaffold
Retained immutable historical scaffold archive.
Included in this version
Included actions
Implemented in v0.2.0.1. Use a separate flow trigger; no webhook trigger is included.
Find accounts
Read one standard account page, optionally using an exact accountNumber filter.
Get contact
Read selected standard contact fields by Dataverse GUID.
Find contacts
Read one standard contact page, optionally using an exact email filter.
Vendor API
API and access
Implementation considerations
- Confirm company, subsidiary, module, custom field, and role permissions before enabling writes.
- Start with explicit get/search/create/update operations before deeper transaction or posting workflows.
- Use external IDs and reconciliation state to prevent duplicate back-office records.
Related connectors
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Support
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