Dynamics 365

Dynamics 365 plugin is designed to perform operations on Dynamic 365 entities.

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.