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@@ -21,6 +21,7 @@ Two block operations intentionally reuse the new CRM tools under a simpler CRM l
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Connect one credential per Dynamics environment. The credential is bound to that environment during Microsoft OAuth, and CRM requests refuse a different environment. This release supports public-cloud Dataverse hosts only.
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{/* MANUAL-CONTENT-END */}
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## Usage Instructions
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Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges.
@@ -31,13 +32,12 @@ Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API
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### List Microsoft Dynamics 365 CRM Records
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Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination.
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Query supported standard Microsoft Dynamics 365 CRM records. Supports OData filtering, column selection, ordering, and one bounded page at a time.
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#### Input
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| Parameter | Type | Required | Description |
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| --------- | ---- | -------- | ----------- |
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|`instanceUrl`| string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential |
'Generate a JSON object for a Dynamics 365 Dataverse record. Use logical column names, preserve any custom column names supplied by the user, and return only valid JSON.',
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'Generate a JSON object for a Dynamics 365 Dataverse record. Use logical column names and preserve any custom column names supplied by the user. Return ONLY valid JSON - no explanations, no extra text.',
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placeholder: 'Describe the CRM fields to create or update...',
'Generate a comma-separated list of Dynamics 365 Dataverse logical column names. Return only the comma-separated names.',
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'Generate a comma-separated list of Dynamics 365 Dataverse logical column names, for example name,telephone1,emailaddress1. Return ONLY the comma-separated names - no explanations, no extra text.',
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placeholder: 'Describe the columns to retrieve...',
'Generate a Dataverse OData $filter expression using logical column names. Return only the expression without the $filter= prefix.',
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"Generate a Dataverse OData $filter expression using logical column names, for example statecode eq 0 and contains(name,'Contoso'). Return ONLY the expression without the $filter= prefix - no explanations, no extra text.",
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placeholder: 'Describe which CRM records to include...',
'Generate a Dataverse OData $orderby expression using logical column names. Return only the expression without the $orderby= prefix.',
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'Generate a Dataverse OData $orderby expression using logical column names, for example createdon desc,name asc. Return ONLY the expression without the $orderby= prefix - no explanations, no extra text.',
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placeholder: 'Describe how to sort the records...',
'Generate a Dataverse OData $expand expression for the requested relationships. Return only the expression without the $expand= prefix.',
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'Generate a Dataverse OData $expand expression for the requested relationships, for example primarycontactid($select=fullname,emailaddress1). Return ONLY the expression without the $expand= prefix - no explanations, no extra text.',
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placeholder: 'Describe which related records to include...',
'Generate a Dataverse Search OData filter using logical column names, for example statecode eq 0 and createdon ge 2024-01-01. Return ONLY the expression - no explanations, no extra text.',
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placeholder: 'Describe which search results to include...',
'Generate a JSON array of Dataverse Search facet specifications, for example ["entityname,count:100","ownerid,count:100"]. Return ONLY the JSON array - no explanations, no extra text.',
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placeholder: 'Describe how to group the search results...',
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generationType: 'json-array',
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},
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},
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{
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id: 'searchOrderBy',
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title: 'Search Order By',
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type: 'short-input',
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placeholder: '["createdon desc"]',
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description: 'JSON array of Dataverse Search sort expressions.',
'Generate a JSON array of Dataverse Search sort expressions using logical column names, for example ["createdon desc"]. Return ONLY the JSON array - no explanations, no extra text.',
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placeholder: 'Describe how to sort the search results...',
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