Microsoft Dynamics 365 CRM

Create, retrieve, update, and delete entity records in Dynamics Version 9 and Dynamics 365.

Properties

Two forms of authentication are available for Dynamics: Authorization Code (per user) and Client Credentials (single system login).

Authorization Code Authentication

Each Appian user will be required to log in to their Dynamics account to authenticate. You must provide users a way to authenticate using OAuth 2.0.

See Dynamics OAuth 2.0 Code Grant Flow for more details.

In addition to the common properties, the Dynamics Authorization Code authentication has the following properties:

Field Description
Redirect URL Each connected system provides a callback URL that must be added to your Dynamics environment. In the Dynamics Setup portal, navigate to App Manager, and then find your App and select Edit. Add the callback URL in the field Callback URL. See Dynamics set up documentation for more details.
Instance URL Instance URL will be used for authorization. This URL is used to configure your integration object and when executing your operations. For example https://company-name.crm.dynamics.com
Application (Client) ID In the Azure portal, navigate to Azure Active Directory, select App Registrations, and then select your application. The Application (client) ID will be listed on this page.
Directory (Tenant) ID In the Azure portal, navigate to Azure Active Directory, select App Registrations, and then select your application. The Directory (tenant) ID will be listed on this page.
Client Secret In the App registrations page, select your application from the list, select Certificates & secrets, and then navigate to Client secrets. Add a new client secret and click Add. The generated key value is the Client Secret and must be copied before leaving this page.

Click AUTHORIZE to use the provided configuration information to authorize the designer in a new window. See OAuth 2.0: Authorization Code Grant for more details.

dynamics_authorization_code_cs.png

Client Credentials Authentication

Provide a single Dynamics user's credentials to authenticate. All integrations will use a shared Dynamics service account. Individual Appian users do not need their own Dynamics accounts.

See Dynamics OAuth 2.0 Client Credentials Flow for more details. Microsoft community also provides a helpful Setup Guide.

In addition to the common properties, the Dynamics Client Credentials authentication has the following properties:

Field Description
Instance URL Instance URL will be used for authorization. This URL is used to configure your integration object and when executing your operations. For example https://company-name.crm.dynamics.com
Application (Client) ID In the Azure portal, navigate to Azure Active Directory, select App Registrations, and then select your application. The Application (client) ID will be listed on this page.
Directory (Tenant) ID In the Azure portal, navigate to Azure Active Directory, select App Registrations, and then select your application. The Directory (tenant) ID will be listed on this page.
Client Secret From your application page in Azure portal, select Certificates & secrets, and then navigate to Client secrets. Add a new client secret and click Add. The generated key value is the Client Secret and must be copied before leaving this page.

dynamics_client_credentials_cs.png

Operations

Name Description Type
Create an Entity Record Creates a new entity record in Dynamics WRITE
Retrieve an Entity Record Retrieves the data for a given entity record from Dynamics READ
List Entity Records Retrieves a collection of entity records from Dynamics that match the given query READ
Update an Entity Record Updates an entity record in Dynamics WRITE
Delete an Entity Record Deletes an entity record from Dynamics WRITE

Create an Entity Record

Creates a new entity record in Dynamics.

Note: The Create an Entity Record operation modifies data in Dynamics. To prevent the integration from making the same update twice, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

dynamics_create.png

Retrieve an Entity Record

Retrieves the data for a given entity record from Dynamics.

dynamics_retrieve.png

List Entity Records

Retrieves a collection of entity records from Dynamics that match the given query. See Microsoft documentation for ODATA examples.

dynamics_list.png

Update an Entity Record

Updates an entity record in Dynamics.

Note: The Update an Entity Record operation modifies data in Dynamics. To prevent the integration from making the same update twice, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

dynamics_update.png

Delete an Entity Record

Deletes an entity record from Dynamics.

Note: The Delete an Entity Record operation modifies data in Dynamics. To prevent the integration from making the same update twice, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

dynamics_delete.png

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