Microsoft Dynamics 365 Connector

Query, create, update or delete Microsoft Dynamics 365 API records

Connections

MS Dynamics OAuth 2.0 Auth Code

Microsoft Dynamics 365 OAuth Connection

The OAuth 2.0 auth code flow allows your user grant permission to your integration to interact with Dynamics on their behalf.

Log in to Azure Portal
Select App registrations
Click + New registration
- Supported account types should be Multi-tenant if you intend for customers to authenticate with their own Dynamics instance, or Single-tenant if you intend to authenticate with your own Dynamics instance.
- Under Redirect URI enter https://oauth2.integrations.acme.com/callback
- Click Register
Under API permissions click +Add a permission
- Select Dynamics CRM
- Check the user_impersonation permission
- Click Add permissions
- Additionally, ensure the offline_access scope is included in your app registration. It is essential to maintain your OAuth connection and receive refresh tokens. Without it, users will need to re-authenticate every hour.
Under Certificates & secrets click + New client secret
- Give your certificate a description and expiration date
- Take note of the value (not the Secret ID) of the client secret.
Returning to the Overview page, take note of Application (client) ID

Create a connection of type MS Dynamics OAuth 2.0 Auth Code.

Enter the Client ID and Secret Value you noted above.
Log in to Dynamics and take note of the Dynamics URL.
- Enter that Dynamics URL as the Web API URL. It should look like https://REPLACE-ME.crm.dynamics.com/
- Under scopes, enter the following, replacing the URL with your Dynamics URL: https://REPLACE-ME.crm.dynamics.com/user_impersonation offline_access

This connection uses OAuth 2.0, a common authentication mechanism for integrations. Read about how OAuth 2.0 works here.

Input	Comments	Default
Web API URL	Your organization's Microsoft Dynamics 365 Web API URL.
Scopes	A space-delimited set of one or more scopes to get the user's permission to access.
Client ID
Client Secret

MS Dynamics OAuth 2.0 Client Credentials

OAuth 2.0 Client Credentials Connectivity for Microsoft Dynamics

The OAuth 2.0 client credentials flow allows your user to create an Application User to send requests to Dynamics on their behalf. Setting up a client credentials connection is a two-step process:

Create an "App" in Azure
Create an "Application User" in Dynamics

Create an app in Microsoft Azure

Log in to Azure Portal
Select App registrations
Click + New registration
- Supported account types can be Single tenant
- No Redirect URI is necessary
- Click Register
Under API permissions click +Add a permission
- Select Dynamics CRM
- Check the user_impersonation permission
- Click Add permissions
Under API permissions click Grant admin concent for (your org)
Under Certificates & secrets click + New client secret
- Give your certificate a description and expiration date
- Take note of the value (not the Secret ID) of the client secret.
Returning to the Overview page, take note of Application (client) ID
From the Overview page, click Endpoints and take note of the OAuth 2.0 token endpoint (v2)

You will use the Secret Value, Client ID and Token Endpoint in a moment.

Add the app as an App User to Dynamics

Log in to Power Platform admin center
Select Environments and choose your Dynamics Environments
Select S2S Apps
Click +New app user
- Click +Add an app
- Choose the app you created in Azure portal (above). You can search for your app by entering the client ID you noted.
- Select your Dynamics tenant as your Business unit
- Under Security Roles select System Administrator
- Click Create

Configure the connection

Create a connection of type MS Dynamics OAuth 2.0 Client Credentials.

Enter the Token Endpoint you noted as your Token URL.
Enter the Client ID and Secret Value you noted above.
Log in to Dynamics and take note of the Dynamics URL.
- Enter that Dynamics URL as the Web API URL. It should look like https://REPLACE-ME.crm.dynamics.com/
- Under scopes, enter the Dynamics URL with .default appended to it - https://REPLACE-ME.crm.dynamics.com/.default

This connection uses OAuth 2.0, a common authentication mechanism for integrations. Read about how OAuth 2.0 works here.

Input	Comments	Default
Web API URL	Your organization's Microsoft Dynamics 365 Web API URL.
Token URL	This can be found by visiting your app in Azure portal and selecting 'Endpoints'
Scopes	This should be your Dynamics URL with '/.default' appened to it
Client ID	Generated when you register an app in Azure portal
Client secret value	Generated when you register an app in Azure portal

Triggers

Webhook

Receive and validate webhook requests from Microsoft Dynamics for webhooks you configure.

Actions

[CRM] Batch Entity Actions

Perform multiple create/update/delete actions on Microsoft Dynamics 365 CRM entity records.

Input Comments Default

Connection

Batch Actions

A list of up to 1000 create, update or delete actions to perform. Each action must have a 'collection' and an 'action' (create, update or delete). Create or update actions must also have 'data' and can include a boolean 'returnRepresentation' which determines if the full record should be returned after being created or updated. Update or delete actions must also have an entity key.

[
 {
 "collection": "msevtmgt_events",
 "action": "create",
 "returnRepresentation": true,
 "data": {
 "msevtmgt_name": "Test Event 1",
 "msevtmgt_eventtype": "100000002"
 }
 },
 {
 "collection": "msevtmgt_events",
 "action": "update",
 "key": "00000000-0000-0000-0000-000000000002",
 "returnRepresentation": true,
 "data": {
 "msevtmgt_name": "Test Event 2",
 "msevtmgt_eventtype": "100000002"
 }
 },
 {
 "collection": "msevtmgt_events",
 "action": "delete",
 "key": "00000000-0000-0000-0000-000000000002"
 }
]

[CRM] Create Attribute

Create a CRM Attribute on an Entity

Input Comments Default

Connection

Entity ID The ID of a specific Entity record

Attribute Body

Attribute body payload to send

{
 "AttributeType": "Money",
 "AttributeTypeName": {
 "Value": "MoneyType"
 },
 "Description": {
 "@odata.type": "Microsoft.Dynamics.CRM.Label",
 "LocalizedLabels": [
 {
 "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
 "Label": "Enter the balance amount",
 "LanguageCode": 1033
 }
 ]
 },
 "DisplayName": {
 "@odata.type": "Microsoft.Dynamics.CRM.Label",
 "LocalizedLabels": [
 {
 "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
 "Label": "Balance",
 "LanguageCode": 1033
 }
 ]
 },
 "RequiredLevel": {
 "Value": "None",
 "CanBeChanged": true,
 "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
 },
 "SchemaName": "new_Balance",
 "@odata.type": "Microsoft.Dynamics.CRM.MoneyAttributeMetadata",
 "PrecisionSource": 2
}

[CRM] Create Entity

Create a new Microsoft Dynamics 365 CRM entity record.

Input	Comments	Default
Entity Type	The type of Entity to query, usually a pluralized name
Dynamic Values
Field Value	The names of the fields and their values to use when creating/updating a record
Connection

[CRM] Delete Entity

Delete the specified Microsoft Dynamics 365 CRM entity record.

Input	Comments	Default
Entity Type	The type of Entity to query, usually a pluralized name
Entity ID	The ID of a specific Entity record
Connection

[CRM] Get Attribute

Retrieve a single CRM Attribute

Input	Comments	Default
Connection
Entity ID	The ID of a specific Entity record
Attribute Key	The Attribute Metadata id
Field Name	The names of the fields to retrieve
Expand Property Name	The names of entity properties to linked entities that should be included

[CRM] Get Current User

Get information about the currently logged in CRM user

Input	Comments	Default
Connection

[CRM] Get Entities Metadata

A subset of Dynamics CRM Entity Types.

Input	Comments	Default
Connection
Default Selected Entity Types	The names of the Entity Types to default in a selected state.
Entity Type Filter	The names or labels of the Entity Types to include; if blank then all types are included. Uses case-insensitive matching.
Include All Custom Entity Types	When true, will include all Custom Entity Types, even those not included in Record Type Name Filter.	true
Include Only Top Level Record Types	When true, will include only Entity Types that are top-level, meaning not subtypes of other Types, regardless of other filters.	false

[CRM] Get Entity

Retrieve a single Microsoft Dynamics 365 CRM entity record.

Input	Comments	Default
Entity Type	The type of Entity to query, usually a pluralized name
Entity ID	The ID of a specific Entity record
Field Name	The names of the fields to retrieve
Expand Property Name	The names of entity properties to linked entities that should be included
Connection

[CRM] Get Entity Metadata

Get definition of Microsoft Dynamics 365 CRM entity.

Input	Comments	Default
Connection
Entity Type	The type of Entity to query, usually a pluralized name
Use Logical Name for Lookup		true

[CRM] List Attributes

Get a list of all attributes for a specific entity in your Dynamics 365 CRM instance

Input	Comments	Default
Connection
Entity ID	The ID of a specific Entity record
Attribute Type Filter	Filter by attribute type (e.g., 'String', 'Integer', 'Boolean', 'DateTime', 'Decimal')
Include Attribute Details	Include additional attribute metadata like schema name, security settings, etc.	false

[CRM] List Entities

Get a list of all available entities in your Dynamics 365 CRM instance with detailed metadata

Input	Comments	Default
Connection
Include Custom Entities	Include custom entities in the list.	true
Top Level Only	Include only top-level entities (exclude child entities).	false
Include Entity Details	Include additional entity metadata like description, ownership type, etc.	false

[CRM] Query Attributes

Query for CRM Attributes that satisfy the filter expression

Input	Comments	Default
Connection
Entity ID	The ID of a specific Entity record
Attribute Type	The type of Attribute to query
Field Name	The names of the fields to retrieve
Filter Expression	The filter expression that used for querying entity collections
Expand Property Name	The names of entity properties to linked entities that should be included

[CRM] Query Entities

Query for Microsoft Dynamics 365 CRM entity records that satisfy the filter expression.

Input	Comments	Default
Entity Type	The type of Entity to query, usually a pluralized name
Field Name	The names of the fields to retrieve
Filter Expression	The filter expression that used for querying entity collections
Order By Field Name	The names of the fields to order by
Expand Property Name	The names of entity properties to linked entities that should be included
Records Per Page	The number of record to retrieve per page	100
Next Page Id	The id or cookie to use for retrieving the next page of results when paginating through a large result set
Connection

[CRM] Raw Request

Send raw HTTP request to Microsoft Dynamics 365 CRM

Input	Comments	Default
Connection
URL	Input the path only (/api/data/v9.2/accounts?$select=name), The base URL is already included (https://my-org.api.crm.dynamics.com). For example, to connect to https://my-org.api.crm.dynamics.com/api/data/v9.2/accounts?$select=name, only /api/data/v9.2/accounts?$select=name is entered in this field.
Method	The HTTP method to use.
Data	The HTTP body payload to send to the URL.
Form Data	The Form Data to be sent as a multipart form upload.
File Data	File Data to be sent as a multipart form upload.
File Data File Names	File names to apply to the file data inputs. Keys must match the file data keys above.
Query Parameter	A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.
Header	A list of headers to send with the request.
Response Type	The type of data you expect in the response. You can request json, text, or binary data.	json
Timeout	The maximum time that a client will await a response to its request
Debug Request	Enabling this flag will log out the current request.	false
Retry Delay (ms)	The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled.	0
Retry On All Errors	If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors.	false
Max Retry Count	The maximum number of retries to attempt. Specify 0 for no retries.	0
Use Exponential Backoff	Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored.	false

[CRM] Run Fetch XML Query

Execute a fetch XML query against your Microsoft Dynamics 365 CRM instance.

Input	Comments	Default
Entity Type	The type of Entity to query, usually a pluralized name
XML Query	An XML query string to use as a Fetch query in Microsoft Dynamics 365
Include Annotations	Specifies annotations to include with the result
Page Number	The page number to request
Next Page Id	The id or cookie to use for retrieving the next page of results when paginating through a large result set
Impersonate User Id	Specifies the GUID of a user to impersonate when executing the query
Connection

[CRM] Update Attribute

Update an existing CRM Attribute on an Entity

Input Comments Default

Connection

Entity ID The ID of a specific Entity record

Attribute Body

Attribute body payload to send

{
 "AttributeType": "Money",
 "AttributeTypeName": {
 "Value": "MoneyType"
 },
 "Description": {
 "@odata.type": "Microsoft.Dynamics.CRM.Label",
 "LocalizedLabels": [
 {
 "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
 "Label": "Enter the balance amount",
 "LanguageCode": 1033
 }
 ]
 },
 "DisplayName": {
 "@odata.type": "Microsoft.Dynamics.CRM.Label",
 "LocalizedLabels": [
 {
 "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
 "Label": "Balance",
 "LanguageCode": 1033
 }
 ]
 },
 "RequiredLevel": {
 "Value": "None",
 "CanBeChanged": true,
 "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings"
 },
 "SchemaName": "new_Balance",
 "@odata.type": "Microsoft.Dynamics.CRM.MoneyAttributeMetadata",
 "PrecisionSource": 2
}

[CRM] Update Entity

Update a Microsoft Dynamics 365 CRM entity record.

Input	Comments	Default
Entity Type	The type of Entity to query, usually a pluralized name
Entity ID	The ID of a specific Entity record
Field Value	The names of the fields and their values to use when creating/updating a record
Dynamic Values
Connection

[CRM] Upsert Entity

Upsert a Microsoft Dynamics 365 CRM entity record.

Input	Comments	Default
Entity Type	The type of Entity to query, usually a pluralized name
Entity ID	The ID of a specific Entity record
Field Value	The names of the fields and their values to use when creating/updating a record
Dynamic Values
Connection

List Entity Types

Retrieve a list of entity types available in your Microsoft Dynamics 365 environment with pagination support

Input	Comments	Default
Connection
Max Page Size	Maximum number of entities to return per page (1-5000). Defaults to 5000 if not specified.	5000
Next Link	The @odata.nextLink URL from a previous response to get the next page of results

Raw Request

Send raw HTTP request to Microsoft Dynamics 365

Input	Comments	Default
Connection
URL	Input the path only (/api/data/v9.2/accounts?$select=name), The base URL is already included (https://my-org.api.crm.dynamics.com). For example, to connect to https://my-org.api.crm.dynamics.com/api/data/v9.2/accounts?$select=name, only /api/data/v9.2/accounts?$select=name is entered in this field.
Method	The HTTP method to use.
Data	The HTTP body payload to send to the URL.
Form Data	The Form Data to be sent as a multipart form upload.
File Data	File Data to be sent as a multipart form upload.
File Data File Names	File names to apply to the file data inputs. Keys must match the file data keys above.
Query Parameter	A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.
Header	A list of headers to send with the request.
Response Type	The type of data you expect in the response. You can request json, text, or binary data.	json
Timeout	The maximum time that a client will await a response to its request
Debug Request	Enabling this flag will log out the current request.	false
Retry Delay (ms)	The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled.	0
Retry On All Errors	If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors.	false
Max Retry Count	The maximum number of retries to attempt. Specify 0 for no retries.	0
Use Exponential Backoff	Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored.	false

Connections​

MS Dynamics OAuth 2.0 Auth Code​

MS Dynamics OAuth 2.0 Client Credentials​

Create an app in Microsoft Azure​

Add the app as an App User to Dynamics​

Configure the connection​

Triggers​

Webhook​

Actions​

[CRM] Batch Entity Actions​

[CRM] Create Attribute​

[CRM] Create Entity​

[CRM] Delete Entity​

[CRM] Get Attribute​

[CRM] Get Current User​

[CRM] Get Entities Metadata​

[CRM] Get Entity​

[CRM] Get Entity Metadata​

[CRM] List Attributes​

[CRM] List Entities​

[CRM] Query Attributes​

[CRM] Query Entities​

[CRM] Raw Request​

[CRM] Run Fetch XML Query​

[CRM] Update Attribute​

[CRM] Update Entity​

[CRM] Upsert Entity​

List Entity Types​

Raw Request​

Connections

MS Dynamics OAuth 2.0 Auth Code

MS Dynamics OAuth 2.0 Client Credentials

Create an app in Microsoft Azure

Add the app as an App User to Dynamics

Configure the connection

Triggers

Webhook

Actions

[CRM] Batch Entity Actions

[CRM] Create Attribute

[CRM] Create Entity

[CRM] Delete Entity

[CRM] Get Attribute

[CRM] Get Current User

[CRM] Get Entities Metadata

[CRM] Get Entity

[CRM] Get Entity Metadata

[CRM] List Attributes

[CRM] List Entities

[CRM] Query Attributes

[CRM] Query Entities

[CRM] Raw Request

[CRM] Run Fetch XML Query

[CRM] Update Attribute

[CRM] Update Entity

[CRM] Upsert Entity

List Entity Types

Raw Request