Using Microsoft Dynamics 365 Sales actions in action flows

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<p id="docs-hc-snippet" style="display: none;">Before you can include external actions in your action flows, you must connect the action builder to the external system.</p>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">You can connect action flows to Microsoft Dynamics 365 Sales to automate tasks like searching, creating, and updating leads, cases, contacts, and accounts. Use a dedicated service account for secure OAuth 2.0 authentication. This integration helps manage CRM data within workflows, improving data accuracy and collaboration across platforms without manual entry.</p>
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<div class="body">
<div class="p">By connecting the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action builder</a> to external systems, such as Microsoft
Dynamics 365 Sales, admins can integrate Zendesk with external systems in automated
workflows, improving collaboration and maintaining a seamless experience across multiple
platforms.<div class="note" id="zug_action_flow_external_MSDynamics_Sales__note_i2z_jtz_v3c">
<span class="notetitle">Note:</span> The steps associated with external systems in
action flows are referred to collectively as <em class="ph i">external actions</em>.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="zug_action_flow_external_MSDynamics_Sales__ul_ysp_sn4_zgc">
<li class="li"><a class="xref" href="#topic_fcs_gtn_g3c">Connecting Microsoft Dynamics 365 Sales to action builder</a></li>
<li class="li"><a class="xref" href="#topic_z1q_htn_g3c">Using Microsoft Dynamics 365 Sales actions in action flows</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_fcs_gtn_g3c">
<h2 class="title topictitle2" id="ariaid-title2">Connecting Microsoft Dynamics 365 Sales to action builder</h2>
<div class="body">
<p class="p">Before you can include external actions in your action flows, you must connect the
action builder to the external system.</p>
<div class="p">When connecting to external systems for use in action flows, the following best practices are recommended:<ul class="ul" id="topic_fcs_gtn_g3c__d8e13">
<li class="li">All external actions performed by an action flow are attributed to the user who connected the
external system. Therefore, it's a best practice to use a dedicated service
account rather than personal credentials when connecting to each external
system.</li>
<li class="li">All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.</li>
<li class="li">When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.</li>
</ul>
</div>
<div class="p">
<strong class="ph b">To connect action builder to Microsoft Dynamics 365 Sales</strong><ol class="ol" id="topic_fcs_gtn_g3c__ol_psh_lk4_zgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Action
flows</strong>.</span></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266" target="_blank">Create</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">edit</a> an action flow.</li>
<li class="li">Open the step sidebar.</li>
<li class="li">Under <strong class="ph b">External actions</strong>, click <strong class="ph b">Microsoft Dynamics 365
Sales</strong>.</li>
<li class="li">Click <strong class="ph b">Connect</strong>.</li>
<li class="li">Follow Microsoft Dynamics 365 Sales's prompts to authenticate and complete
the connection.<p class="p">The Microsoft Dynamics 365 Sales connection uses OAuth 2.0
authentication to securely access your Dynamics 365 CRM instance. You'll
be redirected to Microsoft Dynamics 365 Sales to authorize access to
your account. </p>
<p class="p" dir="ltr">You must provide your Dynamics 365 Sales
domain during setup. If your Dynamics 365 Sales URL is
<code class="ph codeph">https://abc.crm.dynamics.com</code>, enter
<strong class="ph b"><code class="ph codeph">abc.crm.dynamics.com</code></strong> as the
domain.</p>
<div class="note" id="topic_fcs_gtn_g3c__note_ilr_mtz_v3c">
<span class="notetitle">Note:</span> All external actions performed by
an action flow are attributed to the user who connected the external
system. Therefore, it is a best practice to use a dedicated service
account rather than personal credentials when connecting to each
external system.</div>
</li>
</ol>
</div>
<p class="p">After you've connected to the system, you'll see an indicator that it's connected and
details about the instance you're connected to, as well as the actions available for
Microsoft Dynamics 365 Sales.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_z1q_htn_g3c">
<h2 class="title topictitle2" id="ariaid-title3">Using Microsoft Dynamics 365 Sales actions in action flows</h2>
<div class="body">
<div class="p">The following Microsoft Dynamics 365 Sales actions are available:<ul class="ul" id="topic_z1q_htn_g3c__ul_jby_q44_zgc">
<li class="li"><a class="xref" href="#topic_wfm_m4q_jjc">Search leads</a></li>
<li class="li"><a class="xref" href="#topic_vmr_lkz_jjc">Create lead</a></li>
<li class="li"><a class="xref" href="#topic_lqp_skz_jjc">Update lead</a></li>
<li class="li"><a class="xref" href="#topic_lvn_1nz_jjc">Search cases</a></li>
<li class="li"><a class="xref" href="#topic_lyl_jnz_jjc">Create case</a></li>
<li class="li"><a class="xref" href="#topic_t2w_f5d_qjc">Update case</a></li>
<li class="li"><a class="xref" href="#topic_p1f_h5d_qjc">Search contacts</a></li>
<li class="li"><a class="xref" href="#topic_ndt_35d_qjc">Create contact</a></li>
<li class="li"><a class="xref" href="#topic_tnt_j5d_qjc">Update contact</a></li>
<li class="li"><a class="xref" href="#topic_m4r_k5d_qjc">Search accounts</a></li>
<li class="li"><a class="xref" href="#topic_tll_m5d_qjc">Create account</a></li>
<li class="li"><a class="xref" href="#topic_x2f_n5d_qjc">Update account</a></li>
<li class="li"><a class="xref" href="#topic_vpx_45d_qjc">Lookup user</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_wfm_m4q_jjc">
<h3 class="title topictitle3" id="ariaid-title4">Searching for leads</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Search leads</em> action to find existing leads for deduplication or
enrichment.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_wfm_m4q_jjc__table_zlg_ckz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e256" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e258" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e256" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e258" style="text-align:left;vertical-align:top;">Optional: <code class="ph codeph">Email</code>,
<code class="ph codeph">Subject</code>, <code class="ph codeph">Company name</code>,
<code class="ph codeph">Phone</code><p class="p">Email and Phone perform exact
matches. Subject and Company name perform partial
matches (contains). Use this action before creating a
lead to check for duplicates.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e256" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e258" style="text-align:left;vertical-align:top;">Array of leads with lead ID, subject, name details,
contact information, company details, lead quality and
source codes, state and status codes, owner ID, and
timestamps.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_vmr_lkz_jjc">
<h3 class="title topictitle3" id="ariaid-title5">Creating a lead</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create lead</em> action to create a new sales lead in Dynamics 365
CRM.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vmr_lkz_jjc__table_wmr_lkz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e332" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e334" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e332" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e334" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Subject</code><p class="p">Subject is the lead
title or topic with a maximum of 200 characters.
</p>
<p class="p">Optional: <code class="ph codeph">First name</code>,
<code class="ph codeph">Last name</code>, <code class="ph codeph">Email</code>,
<code class="ph codeph">Business phone</code>, <code class="ph codeph">Company
name</code>, <code class="ph codeph">Description</code>,
<code class="ph codeph">Lead quality</code></p>
<p class="p">Lead quality
options include values defined in your Dynamics 365
configuration.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e332" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e334" style="text-align:left;vertical-align:top;">Lead details including lead ID, subject, full name,
email, company name, state and status codes, creation time,
and owner ID.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_lqp_skz_jjc">
<h3 class="title topictitle3" id="ariaid-title6">Updating a lead</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update lead</em> action to modify an existing lead in Dynamics 365
CRM.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lqp_skz_jjc__table_nqp_skz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e424" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e426" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e424" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e426" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Lead ID</code><p class="p">Lead ID must be the
GUID of the lead to update.</p>
<p class="p">Optional:
<code class="ph codeph">Subject</code>,
<code class="ph codeph">Description</code>,
<code class="ph codeph">State</code>, <code class="ph codeph">Status reason</code>,
<code class="ph codeph">Lead quality</code></p>
<p class="p">State options
include values defined in your Dynamics 365
configuration. Only provided fields will be
updated.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e424" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e426" style="text-align:left;vertical-align:top;">Lead details including lead ID, subject, state code,
status code, and modification timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_lvn_1nz_jjc">
<h3 class="title topictitle3" id="ariaid-title7">Searching for cases</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Search cases</em> action to find existing cases for deduplication or
tracking.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lvn_1nz_jjc__table_nvn_1nz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e510" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e512" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e510" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e512" style="text-align:left;vertical-align:top;">Optional: <code class="ph codeph">Title</code>, <code class="ph codeph">Case
number</code>, <code class="ph codeph">Customer ID</code>,
<code class="ph codeph">State</code><p class="p">Case number and Customer ID
perform exact matches. Title performs a partial match
(contains). Use State dropdown to filter by case
status.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e510" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e512" style="text-align:left;vertical-align:top;">Array of cases with incident ID, case number, title,
description, customer ID, origin and type codes, state and
status codes, priority, owner ID, and timestamps.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_lyl_jnz_jjc">
<h3 class="title topictitle3" id="ariaid-title8">Creating a case</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create case</em> action to create a new support case in Dynamics 365
CRM.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lyl_jnz_jjc__table_myl_jnz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e586" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e588" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e586" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e588" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Title</code><p class="p">Title has a maximum of
200 characters. </p>
<p class="p">Optional:
<code class="ph codeph">Description</code>,
<code class="ph codeph">Contact</code>, <code class="ph codeph">Account</code>,
<code class="ph codeph">Priority</code>, <code class="ph codeph">Case
origin</code>, <code class="ph codeph">Case
type</code></p>
<p class="p">Provide either Contact or Account to
associate the case with a customer. Contact and Account
are populated from dynamic dropdowns of your CRM
data.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e586" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e588" style="text-align:left;vertical-align:top;">Case details including incident ID, title, case number,
state and status codes, and creation time.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_t2w_f5d_qjc">
<h3 class="title topictitle3" id="ariaid-title9">Updating a case</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update case</em> action to modify an existing case in Dynamics 365
CRM.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_t2w_f5d_qjc__table_u2w_f5d_qjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e675" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e677" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e675" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e677" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Case number</code><p class="p">Case number
format is typically CAS-01003-XXXXXX.</p>
<p class="p">Optional:
<code class="ph codeph">Title</code>,
<code class="ph codeph">Description</code>, <code class="ph codeph">Contact</code>,
<code class="ph codeph">Account</code>, <code class="ph codeph">State</code>,
<code class="ph codeph">Status code</code>,
<code class="ph codeph">Priority</code></p>
<p class="p">Status code depends
on the selected state. Only provided fields will be
updated.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e675" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e677" style="text-align:left;vertical-align:top;">Case details including incident ID, title, case number,
state and status codes, and modification timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested2" id="topic_p1f_h5d_qjc">
<h3 class="title topictitle3" id="ariaid-title10">Searching for contacts</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Search contacts</em> action to find and enrich contact data. Use this
action to check for existing contacts before creating new ones.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_p1f_h5d_qjc__table_q1f_h5d_qjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e767" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e769" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e767" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e769" style="text-align:left;vertical-align:top;">Optional: <code class="ph codeph">Email</code>, <code class="ph codeph">First
name</code>, <code class="ph codeph">Last name</code>,
<code class="ph codeph">Phone</code><p class="p">Email and Phone perform exact
matches. First name and Last name perform partial
matches (contains). </p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e767" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e769" style="text-align:left;vertical-align:top;">Array of contacts with contact ID, name details, contact
information, job title, department, address, birth date,
description, parent customer ID, owner ID, and
timestamps.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested2" id="topic_ndt_35d_qjc">
<h3 class="title topictitle3" id="ariaid-title11">Creating a contact</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create contact</em> action to create a new contact record in Dynamics
365 CRM.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_ndt_35d_qjc__table_odt_35d_qjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e843" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e845" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e843" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e845" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Last name</code><p class="p">Optional:
<code class="ph codeph">First name</code>, <code class="ph codeph">Email</code>,
<code class="ph codeph">Business Phone</code>, <code class="ph codeph">Mobile
phone</code>, <code class="ph codeph">Job title</code>,
<code class="ph codeph">Parent account ID</code>,
<code class="ph codeph">Notes</code></p>
<p class="p">Parent account ID links
the contact to an existing account. Provide the GUID of
the account to establish this relationship.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e843" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e845" style="text-align:left;vertical-align:top;">Contact details including contact ID, full name, first
and last names, email, and creation time.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title12" class="topic nested2" id="topic_tnt_j5d_qjc">
<h3 class="title topictitle3" id="ariaid-title12">Updating a contact</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update contact</em> action to modify an existing contact in Dynamics
365 CRM.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_tnt_j5d_qjc__table_unt_j5d_qjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e933" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e935" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e933" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e935" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Contact ID</code><p class="p">Contact ID must
be the GUID of the contact to update. </p>
<p class="p">Optional:
<code class="ph codeph">First name</code>, <code class="ph codeph">Last
name</code>, <code class="ph codeph">Email</code>,
<code class="ph codeph">Phone</code>, <code class="ph codeph">Mobile
phone</code>, <code class="ph codeph">Job title</code>,
<code class="ph codeph">Description</code></p>
<p class="p">Only the fields
you provide will be updated. Existing values for fields
you don't specify will remain unchanged.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e933" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e935" style="text-align:left;vertical-align:top;">Contact details including contact ID, full name, first
and last names, email, and modification timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title13" class="topic nested2" id="topic_m4r_k5d_qjc">
<h3 class="title topictitle3" id="ariaid-title13">Searching for accounts</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Search accounts</em> action to find and enrich account data. Use this
action to check for existing accounts before creating new ones.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_m4r_k5d_qjc__table_n4r_k5d_qjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e1026" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e1028" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e1026" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e1028" style="text-align:left;vertical-align:top;">
<p class="p">Optional: <code class="ph codeph">Account name</code>,
<code class="ph codeph">Email</code>, <code class="ph codeph">Phone</code>,
<code class="ph codeph">Website</code></p>
<p class="p">Email and Phone perform exact matches. Account name and
Website perform partial matches (contains).</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e1026" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e1028" style="text-align:left;vertical-align:top;">Array of accounts with account ID, name, contact
information, website, full address details, description,
employee count, revenue, industry code, owner ID, and
timestamps.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title14" class="topic nested2" id="topic_tll_m5d_qjc">
<h3 class="title topictitle3" id="ariaid-title14">Creating an account</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create account</em> action to create a new organization account in
Dynamics 365 CRM.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_tll_m5d_qjc__table_ull_m5d_qjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e1106" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e1108" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e1106" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e1108" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Account name</code><p class="p">Account name
has a maximum of 160 characters. </p>
<p class="p">Optional:
<code class="ph codeph">Email</code>, <code class="ph codeph">Main phone</code>,
<code class="ph codeph">Website</code>, <code class="ph codeph">Street
address</code>, <code class="ph codeph">City</code>,
<code class="ph codeph">State/Province</code>, <code class="ph codeph">Postal
code</code>, <code class="ph codeph">Country</code>,
<code class="ph codeph">Description</code></p>
<p class="p">Website has a
maximum of 200 characters. Use the address fields to
store the organization's primary location.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e1106" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e1108" style="text-align:left;vertical-align:top;">Account details including account ID, name, email, and
creation time.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title15" class="topic nested2" id="topic_x2f_n5d_qjc">
<h3 class="title topictitle3" id="ariaid-title15">Updating an account</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update account</em> action to modify an existing organization account
in Dynamics 365 CRM.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_x2f_n5d_qjc__table_fxw_yz5_rjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e1204" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e1206" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e1204" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e1206" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Account ID</code><p class="p">Account ID must
be the GUID of the account to update. </p>
<p class="p">Optional:
<code class="ph codeph">Account name</code>,
<code class="ph codeph">Email</code>, <code class="ph codeph">Phone</code>,
<code class="ph codeph">Website</code>, <code class="ph codeph">Street
address</code>, <code class="ph codeph">City</code>,
<code class="ph codeph">State/Province</code>, <code class="ph codeph">Postal
code</code>, <code class="ph codeph">Country</code>,
<code class="ph codeph">Description</code></p>
<p class="p">Only the fields
you provide will be updated. Existing values for fields
you don't specify will remain unchanged.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e1204" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e1206" style="text-align:left;vertical-align:top;">Account details including account ID, name, email, and
modification timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title16" class="topic nested2" id="topic_vpx_45d_qjc">
<h3 class="title topictitle3" id="ariaid-title16">Looking up a user</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup user</em> action to find a user by ID or email address.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vpx_45d_qjc__table_wpx_45d_qjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e1305" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e1307" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e1305" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e1307" style="text-align:left;vertical-align:top;">
<p class="p">Optional: <code class="ph codeph">User ID</code>,
<code class="ph codeph">Email</code></p>
<p class="p">Provide either User ID or Email to look up a user. If
both are provided, User ID takes precedence.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e1305" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e1307" style="text-align:left;vertical-align:top;">User details including ID, email, firstName, and
lastName.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
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