What you can automate with Dynamics 365

Drag any of these 17 actions into a process — no code, no API wrangling.

Create Account

Create a new account

Create Contact

Create a new contact

Create Entity

Create a new entity record

Create Lead

Create a new lead

Create Opportunity

Create a new opportunity

Delete Entity

Delete an entity record

Get Account

Get account details

Get Contact

Get contact details

Get Entity

Get a single entity by ID

Get Entity Definitions

List all entity (table) definitions in Dataverse

List Accounts

List all accounts

List Contacts

List all contacts

List Leads

List all leads

List Opportunities

List all opportunities

Query Entity

Query any Dataverse entity with OData $filter, $select, $expand

Update Account

Update an existing account

Update Entity

Update an entity record

How the Dynamics 365 connection works

1. Authenticate

Dynamics 365 uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.

2. Build the process

Drop Dynamics 365 steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because Dynamics 365 has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

Dynamics 365 Integration