Create Dynamics Opportunity: Microsoft Dynamics 365 action

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
Topic name	string	Required	Opportunity topic (display name)
Estimated Value estimated_value	number	Optional	Estimated revenue
Estimated Close Date estimated_close_date	date	Optional	Estimated close date (YYYY-MM-DD)
Account ID account_id	string	Optional	GUID of the account this opportunity is linked to
Contact ID contact_id	string	Optional	GUID of the primary contact

Sample request

{
  "name": "{{trigger.name}}",
  "estimated_value": "{{trigger.estimated_value}}",
  "estimated_close_date": "2025-06-30",
  "account_id": "{{trigger.account_id}}",
  "contact_id": "{{trigger.contact_id}}"
}

Returns

{
  "name": "Acme Q2 expansion",
  "createdon": "2025-01-15T10:00:00Z",
  "opportunityid": "22222222-2222-2222-2222-222222222222",
  "estimatedvalue": 50000
}

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

FAQ

Questions about Create Dynamics Opportunity.

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

Creates a sales opportunity with estimated value, close date, owner. For "qualified lead → auto-create opportunity in the right pipeline" workflows.

What inputs does Create Dynamics Opportunity require?

Required: Topic. 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 Opportunity support batch operations?

Yes. Run Create Dynamics Opportunity 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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