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Microsoft Dynamics Create Object

Microsoft Dynamics Create Object workflow block


The Microsoft Dynamics Create Object workflow block creates a specified object in the Dynamics 365 database. You may find it useful to pair this block with the Microsoft Dynamics Search Object workflow block; if you search the Dynamics 365 CRM database for an object and do not find it, you can opt to create that object.

Properties

Microsoft Dynamics Create Object properties


Title text

The name of the instance of the block (any name).

Object type

The type of object you want to create in the Dynamics 365 database. You may enter a custom object type or select from the drop-down menu one of the following types:

  • Account
  • Case
  • Contact
  • Contract
  • Invoice
  • Lead
  • Opportunity
  • Order
  • Quote

Variable name for object ID

The name of the variable that will be used as the identifier for the Dynamics 365 object to be created. The variable name of the object ID will be set only if the block succeeds.

Set fields

This setting is reserved.

Raw JSON

Where object properties are specified in JSON format.

Conditional Exits

If the create operation has failed, the block will take the Failed exit.

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