MActionMicrosoft Dynamics 365Updated May 2026

How do I create a Dynamics 365 task?

Short answer: Drop the "Microsoft Dynamics 365 → Create Dynamics Task" 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
Subject subject	string	Required	Task subject
Description description	string	Optional	Task details
Due Date due_date	datetime	Optional	Scheduled end (ISO 8601)
Priority priority_code	select	Optional	—
Regarding Contact ID regarding_contact_id	string	Optional	Contact GUID this task is regarding (optional)

Sample request

{
  "subject": "{{trigger.subject}}",
  "description": "{{trigger.description}}",
  "due_date": "2025-06-30T17:00:00Z",
  "priority_code": "{{trigger.priority_code}}",
  "regarding_contact_id": "{{trigger.regarding_contact_id}}"
}

Returns

{
  "subject": "Follow up with Jane Doe",
  "createdon": "2025-01-15T10:00:00Z",
  "activityid": "33333333-3333-3333-3333-333333333333"
}

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

Triggered by

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

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 Task.

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

Creates a follow-up task tied to a contact, account, or opportunity. For "deal stagnant → create follow-up task" or "support ticket needs review → assign as task" patterns.

What inputs does Create Dynamics Task require?

Required: Subject. 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 Task support batch operations?

Yes. Run Create Dynamics Task 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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