Microsoft Dataverse Block

Query records, create records, and retrieve records from Microsoft Dataverse tables using the OData Web API. Authenticate with a bearer access token and your Dataverse environment URL.

Overview

When to Use

• Query a Dataverse table (e.g., accounts, contacts) with an OData filter expression to find matching records
• Create a new record in any Dataverse entity set by supplying a JSON field map
• Retrieve a single known record by its GUID without running a query
• Automate Power Platform / Dynamics 365 data operations from a Zelaxy workflow
• Chain the block's outputs into downstream AI agents or transformation blocks that need CRM or ERP data
• Synchronize external data into Dataverse as part of an ingestion pipeline

Configuration

Operation

Selects which Dataverse Web API action to perform. This is a required dropdown that controls which additional fields are shown.

Entity Set Name

Type: short-input | Shown for: all three operations

The plural OData entity set name for the Dataverse table you want to work with (e.g., accounts, contacts, leads, opportunities). Required for every operation.

Filter (OData)

Type: short-input | Shown for: Query records only

An OData $filter expression that narrows the result set (e.g., statecode eq 0). Optional — omit to return all records up to the Top limit.

Top

Type: short-input | Shown for: Query records only

Maximum number of records to return. Defaults to 10 when left blank. Maps to the OData $top parameter.

Fields

Type: long-input | Shown for: Create record only

The field values for the new record, supplied as a JSON object where each key is a Dataverse column schema name and each value is the value to write. Example: { "name": "Contoso Ltd" }.

Organization URL

Type: short-input | Required | Shown for: all operations

The base URL of your Dataverse environment, e.g., https://myorg.crm.dynamics.com. Trailing slashes are stripped automatically.

Access Token

Type: short-input (password) | Required | Shown for: all operations

An OAuth 2.0 bearer token with access to the Dataverse Web API. Store the token in an environment variable and reference it as {{DATAVERSE_ACCESS_TOKEN}} to avoid embedding credentials in the workflow.

Inputs & Outputs

Inputs

• operation (string) — Operation to perform (microsoft_dataverse_query_records, microsoft_dataverse_create_record, or microsoft_dataverse_get_record)
• accessToken (string) — OAuth bearer access token
• orgUrl (string) — Dataverse environment URL
• entitySetName (string) — Entity set name (plural table name)
• filter (string) — OData $filter expression (Query records only)
• top (number) — Maximum records to return (Query records only)
• fields (json) — Record fields as JSON (Create record only)
• recordId (string) — Record GUID (Get record only)

Outputs

• data (json) — Result object or array from Dataverse. For Query records this is an array of record objects; for Create record it is the created record object; for Get record it is the single matching record object.
• metadata (json) — Response metadata. Contains entitySetName (string) for all operations, plus count (number) for Query records and recordId (string) for Create record and Get record.

Tools

Microsoft Dataverse Query Records (microsoft_dataverse_query_records) — Sends an OData GET request to /api/data/v9.2/{entitySetName} with optional $filter and $top parameters and returns an array of matching records along with a count.

Microsoft Dataverse Create Record (microsoft_dataverse_create_record) — Sends an OData POST request to /api/data/v9.2/{entitySetName} with a JSON body of field values. Uses Prefer: return=representation so the full created record is returned in the response, and extracts the new record ID from the response body or the OData-EntityId header.

Microsoft Dataverse Get Record (microsoft_dataverse_get_record) — Sends an OData GET request to /api/data/v9.2/{entitySetName}({recordId}) and returns the single record object together with its ID.

YAML Example

microsoft_dataverse_1:
  type: microsoft_dataverse
  name: "Query Active Accounts"
  inputs:
    operation: microsoft_dataverse_query_records
    orgUrl: "{{DATAVERSE_ORG_URL}}"
    accessToken: "{{DATAVERSE_ACCESS_TOKEN}}"
    entitySetName: accounts
    filter: statecode eq 0
    top: 25
  connections:
    outgoing:
      - target: next-block-id