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

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

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 Type	The type of Attribute to query
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
Entity Type	The type of Entity to retrieve metadata for. Use the singular name here
Connection
Use Logical Name for Lookup		true

[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

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​

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] Query Attributes​

[CRM] Query Entities​

[CRM] Raw Request​

[CRM] Run Fetch XML Query​

[CRM] Update Attribute​

[CRM] Update Entity​

[CRM] Upsert Entity​

Raw Request​

Connections

MS Dynamics OAuth 2.0 Auth Code

MS Dynamics OAuth 2.0 Client Credentials

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] Query Attributes

[CRM] Query Entities

[CRM] Raw Request

[CRM] Run Fetch XML Query

[CRM] Update Attribute

[CRM] Update Entity

[CRM] Upsert Entity

Raw Request