Dynamics 365

The Dynamics 365 plugin lets you manage entity records in your Microsoft Dynamics 365 CRM instance. It supports inserting, updating, deleting, and retrieving entity records. The plugin authenticates using OAuth with a Client ID, Client Secret, and Tenant ID. Use this plugin when your workflows need to automate CRM operations like creating leads, updating contacts, deleting obsolete records, or fetching customer data for processing.

Prerequisites

• Dynamics 365 CRM instance with access details.

• User must be authorized to access the specified entity and perform the requisite operation such as query, delete, insert and update.

References

• Use the following links to generate Client ID, Client Secret Key, and Tenant ID from the Azure portal:

  • How to get Azure API credentials

  • Create the application Client ID and Client Secret from

• Use the following links to connect Dynamics CRM with Microsoft Azure:

  • Manage application users

  • Dynamics 365 OAuth Application Users

• Use the following links to check the Criteria Value type required for the specified Criteria Field supported for the given Entity Name.

  • Query Data Web API

  • Entity Types

Common button actions

The following action buttons are available in all steps:

Button name	Description
OK	Click to save the field values in the step. If any mandatory field values are not specified, then you will get a validation error.
Cancel	Click to close the dialog without saving the field values.