Microsoft Dynamics CRM
Microsoft Dynamics CRM is a customer relationship management software that helps businesses manage customer interactions, sales, marketing, and customer service processes efficiently.
Categories: CRM
Type: microsoftDynamicsCrm/v1
Connections
Version: 1
OAuth2 Authorization Code
Properties
| Name | Label | Type | Description | Required |
|---|---|---|---|---|
| clientId | Client Id | STRING | true | |
| clientSecret | Client Secret | STRING | true | |
| tenantId | Tenant Id | STRING | true | |
| hostUrl | Host URL | STRING | Host URL without trailing slash. For example https://demo.crm.dynamics.com | true |
| proxyUrl | Proxy URL with Port | STRING | Only to use for establishing connections (only needed when proxying requests). For example https://proxy.com:8080. | false |
Connection Setup
Create OAuth 2.0 Application
Creation of OAuth 2.0 application is documented here.
Grant Necessary Permissions
- Open the Azure Portal: https://portal.azure.com/
- Click on App registrations.
- Click on All applications.
- Click on the application you want to connect to Microsoft Dynamics CRM.
- Click on API permissions.
- Select Dynamics CRM.
- Select Delegated permissions.
- Select the following scopes:
user_impersonation
- After selecting all the scopes, click on Update permissions
Actions
Create Record
Name: createRecord
Creates a new record.
Properties
| Name | Label | Type | Description | Required |
|---|---|---|---|---|
| entityType | Entity Type | STRING | Select or map the entity for which you want to create the record. | true |
| fields | DYNAMIC_PROPERTIES Depends OnentityType | true |
Example JSON Structure
{
"label" : "Create Record",
"name" : "createRecord",
"parameters" : {
"entityType" : "",
"fields" : { }
},
"type" : "microsoftDynamicsCrm/v1/createRecord"
}Output
The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.
Delete Record
Name: deleteRecord
Creates a new record.
Properties
| Name | Label | Type | Description | Required |
|---|---|---|---|---|
| entityType | Entity Type | STRING | Select or map the entity name whose records you want to delete. | true |
| recordId | Record ID | STRING Depends OnentityType | true |
Example JSON Structure
{
"label" : "Delete Record",
"name" : "deleteRecord",
"parameters" : {
"entityType" : "",
"recordId" : ""
},
"type" : "microsoftDynamicsCrm/v1/deleteRecord"
}Output
This action does not produce any output.
Get Record
Name: getRecord
Retrieves an existing record.
Properties
| Name | Label | Type | Description | Required |
|---|---|---|---|---|
| entityType | Entity Type | STRING | Select or map the entity name whose records you want to retrieve. | true |
| recordId | Record ID | STRING Depends OnentityType | true |
Example JSON Structure
{
"label" : "Get Record",
"name" : "getRecord",
"parameters" : {
"entityType" : "",
"recordId" : ""
},
"type" : "microsoftDynamicsCrm/v1/getRecord"
}Output
The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.
List Records
Name: listRecords
Retrieves all records of a given entity type.
Properties
| Name | Label | Type | Description | Required |
|---|---|---|---|---|
| entityType | Entity Type | STRING | Select or map the entity name whose records you want to retrieve. | true |
Example JSON Structure
{
"label" : "List Records",
"name" : "listRecords",
"parameters" : {
"entityType" : ""
},
"type" : "microsoftDynamicsCrm/v1/listRecords"
}Output
The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.
Update Record
Name: updateRecord
Updates an existing record.
Properties
| Name | Label | Type | Description | Required |
|---|---|---|---|---|
| entityType | Entity Type | STRING | Select or map the entity for which you want to update the record. | true |
| recordId | Record ID | STRING Depends OnentityType | true | |
| fields | DYNAMIC_PROPERTIES Depends OnentityType | true |
Example JSON Structure
{
"label" : "Update Record",
"name" : "updateRecord",
"parameters" : {
"entityType" : "",
"recordId" : "",
"fields" : { }
},
"type" : "microsoftDynamicsCrm/v1/updateRecord"
}Output
The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.
Triggers
New Account
Name: newAccount
Triggers when new account is created.
Type: POLLING
Output
The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.
JSON Example
{
"label" : "New Account",
"name" : "newAccount",
"type" : "microsoftDynamicsCrm/v1/newAccount"
}Updated Account
Name: updatedAccount
Triggers when an account is updated.
Type: POLLING
Output
The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.
JSON Example
{
"label" : "Updated Account",
"name" : "updatedAccount",
"type" : "microsoftDynamicsCrm/v1/updatedAccount"
}What to do if your action is not listed here?
If this component doesn't have the action you need, you can use Custom Action to create your own. Custom Actions empower you to define HTTP requests tailored to your specific requirements, allowing for greater flexibility in integrating with external services or APIs.
To create a Custom Action, simply specify the desired HTTP method, path, and any necessary parameters. This way, you can extend the functionality of your component beyond the predefined actions, ensuring that you can meet all your integration needs effectively.
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