Reimaginate.Orchestrator.Dynamics365 1.1.5

Reimaginate.Orchestrator.Dynamics365

Dynamics 365 Dataverse workflow actions for Orchestrator hosts.

Use this package when workflows need generic Dataverse create, update, get, search, or delete operations. The package does not own OAuth flows, connection strings, token storage, or environment selection state. Hosts provide those concerns through IDynamics365WorkflowConnectionProvider.

Registration

Register the action handlers in the customer host:

services.AddDynamics365WorkflowActions(configuration);

If the host uses a custom workflow action resolver, scan this package's action assembly:

using Reimaginate.Orchestrator.Abstractions;
using Reimaginate.Orchestrator.Dynamics365.Actions;

[WorkflowActionResolver]
[ScanAssembly(typeof(Dynamics365WorkflowActionsMarker))]
public partial class WorkflowActionResolver : IWorkflowActionResolver;

Register a host-owned connection provider:

services.AddSingleton<IDynamics365WorkflowConnectionProvider, CustomerDynamics365ConnectionProvider>();

IDynamics365WorkflowConnectionProvider receives the workflow EnvironmentKey and returns an IOrganizationService. EnvironmentKey is optional; null means the host default environment.

Actions

• D365.CreateRecord
• D365.UpdateRecord
• D365.CreateRecords
• D365.UpdateRecords
• D365.GetRecord
• D365.SearchRecords
• D365.DeleteRecord

All actions return Success and FailureReason plus action-specific result fields. Bulk create/update defaults to a maximum of 50 records, configurable with Orchestrator:Actions:Dynamics365:MaxBulkRecords.

Attribute Values

Plain JSON values map to Dataverse primitive values. Typed values use these shapes:

{ "type": "lookup", "entity": "account", "id": "00000000-0000-0000-0000-000000000000" }
{ "type": "optionset", "value": 100000000 }
{ "type": "money", "value": 1200.50 }
{ "type": "datetime", "value": "2026-06-30T00:00:00Z" }

Examples

do:
  - createAccount:
      call: D365.CreateRecord
      with:
        environmentKey: default
        entityLogicalName: account
        attributes:
          name: Contoso
          revenue:
            type: money
            value: 1200.50

  - updateAccount:
      call: D365.UpdateRecord
      with:
        entityLogicalName: account
        recordId: ${createAccount.recordId}
        attributes:
          telephone1: "+61 2 0000 0000"

  - getAccount:
      call: D365.GetRecord
      with:
        entityLogicalName: account
        recordId: ${createAccount.recordId}
        columns: [name, telephone1]

  - searchByFetchXml:
      call: D365.SearchRecords
      with:
        fetchXml: "<fetch top='10'><entity name='account'><attribute name='name' /></entity></fetch>"

  - structuredSearch:
      call: D365.SearchRecords
      with:
        entityLogicalName: account
        columns: [name]
        conditions:
          - attributeName: name
            operator: like
            value: "%Contoso%"
        topCount: 10

  - deleteAccount:
      call: D365.DeleteRecord
      with:
        entityLogicalName: account
        recordId: ${createAccount.recordId}