Microsoft Dynamics 365 CRM

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Extra information

System documentation: Microsoft Dynamics 365 CRM API Reference

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Connector package documentation

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Table of Contents

• 1. Setting up HTTP Client Microsoft Dynamics 365 CRM
  • 1.1 Steps
• 2. Subscribing to entities from Microsoft Dynamics 365 CRM
  • 2.1 Steps
  • 2.2 General concept
• 3. Publishing entity to Microsoft Dynamics 365 CRM
  • 3.1 Steps
  • 3.2 General concept

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1. Setting up HTTP Client Microsoft Dynamics 365 CRM

1.1 Steps

1. Please refer to this page to register Microsoft Dynamics 365 Finance & Operations to Azure Active Directory. Follow the guide and save the tenant ID, client ID, and client secret of the app registration.
2. In the Alumio Dashboard, go to Clients -> HTTP Clients. Create a new HTTP Client.
3. Select Microsoft Dynamics 365 CRM HTTP Client as PlatForm and click the next step
4. Fill in the Base URI, Tenant ID, Client ID, and Client Secret of your Microsoft Dynamics 365 CRM instance and app credentials.
5. You can optionally set a base HTTP client to use for the connection by selecting an HTTP client configuration or setting your own HTTP client in the Advanced HTTP client field
6. Click the Grant access to Microsoft Dynamics 365 CRM button to get the access token.
7. You can optionally change how Alumio logs every HTTP request made by the HTTP client
8. Click the next step, fill in the name of the HTTP Client, and finally, you can save the HTTP Client for use.

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2. Subscribing to Entities from Microsoft Dynamics 365 CRM

2.1 Steps

1. Go to Connections -> Incoming, create a new incoming configuration, and select Microsoft Dynamics 365 CRM Subscriber as the subscriber.
2. Select the entity you want to subscribe from Microsoft Dynamics 365 CRM.
3. Add any request parameters needed to subscribe to the entity (optional).
4. Select the Microsoft Dynamics 365 CRM HTTP Client to use
5. You can optionally add a transformer to transform the request parameters into something you will request from Microsoft Dynamics 365 CRM.
6. You can also optionally enable pagination to allow Alumio to fetch paginated entities.

2.2 General Concept We follow OData Microsoft Dynamics 365 CRM API documentation on building this connector so you can easily use the connector based on Microsoft Dynamics 365 CRM API Reference. Entity It’s the entity you want to do (fetching data from Microsoft Dynamics 365 CRM). Please refer to the Microsoft Dynamics 365 CRM API Reference page. Request Parameters These are the parameters you can provide to get the needed entity based on Microsoft D365 CRM API Reference. Please look at the example below on how to fill the Request Parameters field when subscribing Accounts Input Transformer Any transformers set here will be executed after the Request Parameters are loaded. So, you can add any transformer to provide and transform the request parameters into anything you need, either as path parameters and/or as query parameters of an entity. HTTP Client The HTTP Client configuration you will use to access Microsoft Dynamics 365 CRM.

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3. Publishing Entity to Microsoft Dynamics 365 CRM

3.1 Steps

1. Go to Connections -> Outgoing, create a new outgoing configuration, and select “Microsoft Dynamics 365 CRM Publisher” as the publisher.
2. Select the Method you want the publisher to use with the data.
3. Select the Microsoft Dynamics 365 CRM entity to which the data will be published.
4. You can optionally add any query data to the request on the key query.
5. You can optionally add any payload data to the request on the key payload.
6. Select the HTTP Client to use.

3.2 General Concept Like the subscriber, the publisher has similar methods on how to use it. The difference is the payload that will be submitted by the publisher originating from the data (from routes, from transformers in outgoing configuration). However, you can also add or modify the payload using the Request Transformer. Method Currently, we support POST and PUT methods. Entity We support publishing to most Microsoft D365 CRM endpoints. Please refer to the entities in Management APIs from the Microsoft D365 CRM API Reference page. Based on the documentation, some endpoints may need one or more path parameters. For endpoints that require an object as the request payload, please look at the example below. For example, we want to Update an Account. Please select “Update” as a method and “Account” as the entity of the publisher. You can put the payload you want to send to Microsoft D365 CRM into the payload property in the data. In order to update the account, you can fill the payload with the account data. Action Currently, we support Method POST as the API only needs this method to Create or Update the data. HTTP Client It’s the HTTP Client configuration or prototype that you will use to access Microsoft Dynamics 365 CRM.