MActionMicrosoft Dynamics 365Updated May 2026

How do I create a Dynamics 365 account?

Short answer: Drop the "Microsoft Dynamics 365 → Create Dynamics Account" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 9 Microsoft Dynamics 365 actions

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Name name	string	Required	Account (company) name
Website website	string	Optional	Website URL
Phone phone	string	Optional	Main phone
Industry Code industry	string	Optional	Industry code (integer per Dynamics 365 option set)
Annual Revenue revenue	number	Optional	Annual revenue

Sample request

{
  "name": "{{trigger.name}}",
  "website": "{{trigger.website}}",
  "phone": "{{trigger.phone}}",
  "industry": "{{trigger.industry}}",
  "revenue": "{{trigger.revenue}}"
}

Returns

{
  "name": "Acme Corp",
  "accountid": "11111111-1111-1111-1111-111111111111",
  "createdon": "2025-01-15T10:00:00Z"
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Dynamics Account.

Any of these apps can fire this action as part of a workflow.

Gmail → Microsoft Dynamics 365

1 Gmail triggers

Slack → Microsoft Dynamics 365

13 Slack triggers

Google Sheets → Microsoft Dynamics 365

2 Google Sheets triggers

HubSpot → Microsoft Dynamics 365

18 HubSpot triggers

FAQ

Questions about Create Dynamics Account.

What does the Create Dynamics Account action do in Microsoft Dynamics 365?

Creates a company/account record in Dynamics with name, industry, custom fields. For "new B2B prospect → account record before contact" workflows.

What inputs does Create Dynamics Account require?

Required: Name. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Microsoft Dynamics 365 returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Create Dynamics Account support batch operations?

Yes. Run Create Dynamics Account inside a Loop node to process arrays. Tiny Command handles Microsoft Dynamics 365's rate limits automatically so you don't have to throttle manually.

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