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

Create a new Microsoft Dynamics 365 CRM entity record.

Delete the specified Microsoft Dynamics 365 CRM entity record.

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

Get information about the currently logged in CRM user

https://my-org.crm.dynamics.com/api/data/v9.1/$metadata#Microsoft.Dynamics.CRM.WhoAmIResponse

Retrieve a single Microsoft Dynamics 365 CRM entity record.

Get definition of Microsoft Dynamics 365 CRM entity.

Query for CRM Attributes that satisfy the filter expression

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

Send raw HTTP request to Microsoft Dynamics 365 CRM

Send raw HTTP request to Microsoft Dynamics 365

Update an existing CRM Attribute on an Entity

Update a Microsoft Dynamics 365 CRM entity record.

Upsert a Microsoft Dynamics 365 CRM entity record.

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

1. Log in to [Azure Portal](https://portal.azure.com/)
1. Select **App registrations**
1. 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.prismatic.io/callback`
   - Click **Register**
1. Under **API permissions** click **+Add a permission**
   - Select **Dynamics CRM**
   - Check the `user_impersonation` permission
   - Click **Add permissions**
1. 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.
1. Returning to the **Overview** page, take note of **Application (client) ID**

Within Prismatic, 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`


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:

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

#### Create an app in Microsoft Azure

1. Log in to [Azure Portal](https://portal.azure.com/)
1. Select **App registrations**
1. Click **+ New registration**
   - **Supported account types** can be **Single tenant**
   - No **Redirect URI** is necessary
   - Click **Register**
1. Under **API permissions** click **+Add a permission**
   - Select **Dynamics CRM**
   - Check the `user_impersonation` permission
   - Click **Add permissions**
1. Under **API permissions** click **Grant admin concent for (your org)**
1. 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.
1. Returning to the **Overview** page, take note of **Application (client) ID**
1. 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

1. Log in to [Power Platform admin center](https://admin.powerplatform.microsoft.com/)
1. Select **Environments** and choose your Dynamics Environments
1. Select **S2S Apps**
1. 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 in Prismatic

Within Prismatic, 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`


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

[Microsoft Dynamics 365](https://dynamics.microsoft.com/) is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) intelligent business applications.
This component gives you the ability to query and modify records within the Microsoft Dynamics 365 platform.


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

Action Name	Action Description
[CRM] Query Attributes	Query for CRM Attributes that satisfy the filter expression
[CRM] Get Attribute	Retrieve a single CRM Attribute
[CRM] Create Attribute	Create a CRM Attribute on an Entity
[CRM] Update Attribute	Update an existing CRM Attribute on an Entity
[CRM] Query Entities	Query for Microsoft Dynamics 365 CRM entity records that satisfy the filter expression.
[CRM] Get Entity	Retrieve a single Microsoft Dynamics 365 CRM entity record.
[CRM] Create Entity	Create a new Microsoft Dynamics 365 CRM entity record.
[CRM] Update Entity	Update a Microsoft Dynamics 365 CRM entity record.
[CRM] Delete Entity	Delete the specified Microsoft Dynamics 365 CRM entity record.
[CRM] Upsert Entity	Upsert a Microsoft Dynamics 365 CRM entity record.
[CRM] Get Entities Metadata	A subset of Dynamics CRM Entity Types.
[CRM] Get Entity Metadata	Get definition of Microsoft Dynamics 365 CRM entity.
[CRM] Batch Entity Actions	Perform multiple create/update/delete actions on Microsoft Dynamics 365 CRM entity records.
[CRM] Run Fetch XML Query	Execute a fetch XML query against your Microsoft Dynamics 365 CRM instance.
[CRM] Get Current User	Get information about the currently logged in CRM user
[CRM] Raw Request	Send raw HTTP request to Microsoft Dynamics 365 CRM
Raw Request	Send raw HTTP request to Microsoft Dynamics 365

Microsoft Dynamics 365 Connector

Integrate with customers’ other SaaS apps, fast

About the Microsoft Dynamics 365 Connector

Actions

Triggers

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