Process

The user wants to create a new record in Dynamics 365.

Argument provided: $ARGUMENTS

Process

1. Select environment — call list_environments, ask the user which environment (this is especially important for creates — you must confirm the target). Call select_environment.

2. Identify the entity — use list_entities if needed to find the EntitySetName (plural name for the API).

3. Discover the schema — call get_entity_attributes to understand:

   • Required fields (RequiredLevel = ApplicationRequired or SystemRequired) — these MUST be provided
   • Field types — so you format values correctly
   • Lookup fields — these need @odata.bind syntax
   • Option set fields — need integer values, not labels

4. Resolve lookups — for any lookup field the user provides (e.g. "parent account = Contoso"):

   • Call get_entity_relationships (ManyToOne) to find what entity the lookup points to
   • Call query_records on that entity to find the GUID
   • Use format: "[email protected]": "/pluralentity(guid)"

5. Resolve option sets — for any picklist field:

   • Call get_picklist_options to get the integer Value for the Label the user provided
   • Use the integer value in the record data

6. Build and submit — call create_record with the entity and data object.

7. Confirm — show the created record's ID and key details.

Field value formats

Type	Format	Example
String	plain string	"name": "Contoso"
Integer	number	"numberofemployees": 500
Decimal / Money	number	"revenue": 1000000.00
Boolean	true/false	"donotphone": false
DateTime	ISO 8601	"createdon": "2024-03-15T00:00:00Z"
Lookup	@odata.bind	"[email protected]": "/accounts(guid)"
Option Set	integer code	"industrycode": 7

Important

• Always check required fields against the actual metadata — missing a required field will cause a 400 error
• Custom entities may have custom required fields not in the standard D365 schema
• Exclude read-only system fields from the POST body: createdon, modifiedon, createdby, modifiedby, versionnumber, primary ID
• Virtual fields (AttributeType = Virtual) cannot be set directly