1"use strict";(self.webpackChunkembedded_workflow_builder_docs=self.webpackChunkembedded_workflow_builder_docs||[]).push([["2305"],{61314(e,n,t){t.r(n),t.d(n,{metadata:()=>s,default:()=>a,frontMatter:()=>d,contentTitle:()=>l,toc:()=>o,assets:()=>c});var s=JSON.parse('{"id":"connectors/ms-dynamics","title":"Microsoft Dynamics 365 Connector","description":"Query, create, update, or delete Microsoft Dynamics 365 entity records.","source":"@site/docs/connectors/ms-dynamics.md","sourceDirName":"connectors","slug":"/connectors/ms-dynamics","permalink":"/connectors/ms-dynamics","draft":false,"unlisted":false,"tags":[],"version":"current","frontMatter":{"title":"Microsoft Dynamics 365 Connector","sidebar_label":"Microsoft Dynamics 365","description":"Query, create, update, or delete Microsoft Dynamics 365 entity records."},"sidebar":"docs","previous":{"title":"Microsoft Bot Framework","permalink":"/connectors/ms-bot-framework"},"next":{"title":"Microsoft Dynamics 365 Business Central","permalink":"/connectors/ms-business-central"}}'),i=t(74848),r=t(28453);let d={title:"Microsoft Dynamics 365 Connector",sidebar_label:"Microsoft Dynamics 365",description:"Query, create, update, or delete Microsoft Dynamics 365 entity records."},l,c={},o=[{value:"API Documentation",id:"api-documentation",level:2},{value:"Connections",id:"connections",level:2},{value:"OAuth 2.0 Authorization Code",id:"oauth2",level:3},{value:"Prerequisites",id:"prerequisites",level:4},{value:"Setup Steps",id:"setup-steps",level:4},{value:"Configure the Connection",id:"configure-the-connection",level:4},{value:"App Verification and Admin Consent",id:"app-verification-and-admin-consent",level:4},{value:"Publisher Verification",id:"publisher-verification",level:4},{value:"Admin Consent",id:"admin-consent",level:4},{value:"OAuth 2.0 Client Credentials",id:"clientcredentials",level:3},{value:"Prerequisites",id:"prerequisites-1",level:4},{value:"Setup Steps",id:"setup-steps-1",level:4},{value:"Create An App In Microsoft Azure",id:"create-an-app-in-microsoft-azure",level:5},{value:"Add The App As An App User To Dynamics",id:"add-the-app-as-an-app-user-to-dynamics",level:5},{value:"Configure the Connection",id:"configure-the-connection-1",level:4},{value:"Triggers",id:"triggers",level:2},{value:"New and Updated Records",id:"pollchangestrigger",level:3},{value:"Webhook",id:"dynamicswebhooktrigger",level:3},{value:"Actions",id:"actions",level:2},{value:"Create Attribute",id:"createattribute",level:3},{value:"Create Entity",id:"createentity",level:3},{value:"Delete Entity",id:"deleteentity",level:3},{value:"Get Attribute",id:"getattribute",level:3},{value:"Get Current User",id:"getcurrentuser",level:3},{value:"Get Entities Metadata",id:"getentitiesmetadata",level:3},{value:"Get Entity",id:"getentity",level:3},{value:"Get Entity Metadata",id:"getentitymetadata",level:3},{value:"List Attributes",id:"listattributesaction",level:3},{value:"List Entities",id:"listentitiesaction",level:3},{value:"List Entity Types",id:"listentities",level:3},{value:"Query Attributes",id:"queryattributes",level:3},{value:"Query Entities",id:"queryentities",level:3},{value:"Raw Request",id:"rawrequestv2",level:3},{value:"Run Batch Operations",id:"batchentityactions",level:3},{value:"Run Fetch XML Query",id:"fetchxml",level:3},{value:"Update Attribute",id:"updateattribute",level:3},{value:"Update Entity",id:"updateentity",level:3},{value:"Upsert Entity",id:"upsertentity",level:3}];function h(e){let n={a:"a",admonition:"admonition",br:"br",code:"code",h2:"h2",h3:"h3",h4:"h4",h5:"h5",img:"img",li:"li",ol:"ol",p:"p",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",vimeo:"vimeo",...(0,r.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.img,{alt:"Microsoft Dynamics 365",src:t(72078).A+"#connector-icon",width:"32",height:"32"}),"\n",(0,i.jsx)(n.a,{href:"https://www.microsoft.com/dynamics-365/",children:"Microsoft Dynamics 365"})," is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) intelligent business applications.\nThis component provides the ability to query and modify records within the Microsoft Dynamics 365 platform."]}),"\n",(0,i.jsx)(n.h2,{id:"api-documentation",children:"API Documentation"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:(0,i.jsx)(n.a,{href:"https://learn.microsoft.com/en-us
1/dynamics365/customerengagement/on-premises/developer/use-microsoft-dynamics-365-web-api",children:"Microsoft Dataverse Web API guide"})}),"\n",(0,i.jsx)(n.li,{children:(0,i.jsx)(n.a,{href:"https://learn.microsoft.com/en-us/dynamics365/release-plans/",children:"Dynamics 365 Release Plans"})}),"\n"]}),"\n",(0,i.jsx)(n.h2,{id:"connections",children:"Connections"}),"\n",(0,i.jsx)(n.h3,{id:"oauth2",children:"OAuth 2.0 Authorization Code"}),"\n",(0,i.jsx)(n.p,{children:"Authenticate requests using OAuth 2.0 Authorization Code."}),"\n",(0,i.jsxs)(n.vimeo,{video:"907604023",children:["\n",(0,i.jsx)(n.p,{children:"The OAuth 2.0 authorization code flow allows an end user to grant the integration permission to interact with Dynamics on their behalf."}),"\n",(0,i.jsx)(n.h4,{id:"prerequisites",children:"Prerequisites"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["An active ",(0,i.jsx)(n.a,{href:"https://portal.azure.com/",children:"Azure Portal"})," account with permission to register applications."]}),"\n",(0,i.jsx)(n.li,{children:"Access to a Microsoft Dynamics 365 environment."}),"\n"]}),"\n",(0,i.jsx)(n.h4,{id:"setup-steps",children:"Setup Steps"}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsxs)(n.li,{children:["Log in to ",(0,i.jsx)(n.a,{href:"https://portal.azure.com/",children:"Azure Portal"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Select ",(0,i.jsx)(n.strong,{children:"App Registrations"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Click ",(0,i.jsx)(n.strong,{children:"+ New Registration"}),".\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Supported Account Types"})," should be ",(0,i.jsx)(n.strong,{children:"Multi-tenant"})," when end customers will authenticate with their own Dynamics instance, or ",(0,i.jsx)(n.strong,{children:"Single-tenant"})," when authenticating with a single Dynamics instance."]}),"\n",(0,i.jsxs)(n.li,{children:["Under ",(0,i.jsx)(n.strong,{children:"Redirect URI"})," enter ",(0,i.jsx)(n.code,{children:"https://oauth2.integrations.acme.com/callback"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Click ",(0,i.jsx)(n.strong,{children:"Register"}),"."]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["Under ",(0,i.jsx)(n.strong,{children:"API Permissions"})," click ",(0,i.jsx)(n.strong,{children:"+ Add A Permission"}),".\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Select ",(0,i.jsx)(n.strong,{children:"Dynamics CRM"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Check the ",(0,i.jsx)(n.code,{children:"user_impersonation"})," permission."]}),"\n",(0,i.jsxs)(n.li,{children:["Click ",(0,i.jsx)(n.strong,{children:"Add Permissions"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Additionally, ensure the ",(0,i.jsx)(n.code,{children:"offline_access"})," scope is included in the app registration. It is essential to maintain the OAuth connection and receive refresh tokens. Without it, end users will need to re-authenticate every hour."]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["Under ",(0,i.jsx)(n.strong,{children:"Certificates & Secrets"})," click ",(0,i.jsx)(n.strong,{children:"+ New Client Secret"}),".\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Provide a description and expiration date for the certificate."}),"\n",(0,i.jsxs)(n.li,{children:["Take note of the ",(0,i.jsx)(n.strong,{children:"Value"})," (not the Secret ID) of the client secret."]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["Returning to the ",(0,i.jsx)(n.strong,{children:"Overview"})," page, take note of ",(0,i.jsx)(n.strong,{children:"Application (Client) ID"}),"."]}),"\n"]}),"\n",(0,i.jsx)(n.h4,{id:"configure-the-connection",children:"Configure the Connection"}),"\n",(0,i.jsxs)(n.p,{children:["Create a connection of type ",(0,i.jsx)(n.strong,{children:"OAuth 2.0 Authorization Code"}),"."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Enter the ",(0,i.jsx)(n.strong,{children:"Client ID"})," and ",(0,i.jsx)(n.strong,{children:"Client Secret"})," noted above."]}),"\n",(0,i.jsxs)(n.li,{children:["Log in to Dynamics and take note of the Dynamics URL.\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Enter that Dynamics URL as the ",(0,i.jsx)(n.strong,{children:"Web API URL"}),". It should look like ",(0,i.jsx)(n.code,{children:"https://REPLACE-ME.crm.dynamics.com/"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Under scopes, enter the following, replacing the URL with the Dynamics URL: ",(0,i.jsx)(n.code,{children:"https://REPLACE-ME.crm.dynamics.com/user_impersonation offline_access"}),"."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.h4,{id:"app-verification-and-admin-consent",children:"App Verification and Admin Consent"}),"\n",(0,i.jsx)(n.p,{children:"Microsoft requires Azure AD app registrations used in multi-tenant deployments to complete a publisher verification process. This review confirms the app developer's identity, giving end users confidence that they are authorizing a legitimate, verified application."}),"\n",(0,i.jsx)(n.p,{children:"Azure AD app registrations have tw
1o distinct verification concepts that affect how users experience the authentication flow."}),"\n",(0,i.jsx)(n.h4,{id:"publisher-verification",children:"Publisher Verification"}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Complete publisher verification before deploying to end users."})," Without it, the Microsoft consent screen displays ",(0,i.jsx)(n.strong,{children:'"Unverified"'})," next to the app name. This reduces user trust and may prevent users in organizations with strict Azure AD policies from being able to authorize the app at all."]}),"\n",(0,i.jsx)(n.p,{children:"To verify the publisher:"}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsxs)(n.li,{children:["Ensure the organization has a ",(0,i.jsx)(n.a,{href:"https://partner.microsoft.com/",children:"Microsoft Partner Network (MPN) account"})]}),"\n",(0,i.jsxs)(n.li,{children:["In the ",(0,i.jsx)(n.a,{href:"https://entra.microsoft.com/",children:"Microsoft Entra Admin Center"}),", open the app registration"]}),"\n",(0,i.jsxs)(n.li,{children:["Under ",(0,i.jsx)(n.strong,{children:"Branding & properties"}),", click ",(0,i.jsx)(n.strong,{children:"Add a verified publisher"})]}),"\n",(0,i.jsx)(n.li,{children:"Enter the MPN ID and confirm"}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:'Once verified, the consent screen displays the organization name with a verified badge instead of "Unverified."'}),"\n",(0,i.jsx)(n.h4,{id:"admin-consent",children:"Admin Consent"}),"\n",(0,i.jsxs)(n.p,{children:["Apps requesting ",(0,i.jsx)(n.strong,{children:"application permissions"})," (permissions that act without a signed-in user) or high-privilege ",(0,i.jsx)(n.strong,{children:"delegated permissions"})," require admin consent before any user in a Microsoft 365 tenant can authenticate. Without admin consent, users see a ",(0,i.jsx)(n.strong,{children:'"Need admin approval"'})," error."]}),"\n",(0,i.jsx)(n.p,{children:"A tenant administrator can grant consent using either method:"}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.strong,{children:"Method 1: Admin Consent URL:"})}),"\n",(0,i.jsxs)(n.p,{children:["Navigate to the following URL, replacing ",(0,i.jsx)(n.code,{children:"{tenant}"})," with the Directory tenant ID and ",(0,i.jsx)(n.code,{children:"{client_id}"})," with the Application client ID:"]}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.code,{children:"https://login.microsoftonline.com/{tenant}/adminconsent?client_id={client_id}"})}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.strong,{children:"Method 2: Microsoft Entra Admin Center:"})}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsxs)(n.li,{children:["Navigate to ",(0,i.jsx)(n.a,{href:"https://entra.microsoft.com/",children:"Microsoft Entra Admin Center"})," \u2192 ",(0,i.jsx)(n.strong,{children:"Enterprise applications"})]}),"\n",(0,i.jsx)(n.li,{children:"Select the app registration"}),"\n",(0,i.jsxs)(n.li,{children:["Under ",(0,i.jsx)(n.strong,{children:"Permissions"}),", click ",(0,i.jsx)(n.strong,{children:"Grant admin consent for [organization name]"})]}),"\n"]}),"\n",(0,i.jsx)(n.admonition,{title:"Delegated vs. Application Permissions",type:"note",children:(0,i.jsxs)(n.p,{children:["Delegated permissions (user-level) typically do not require admin consent unless they are classified as high privilege. Application permissions always require admin consent. Review the ",(0,i.jsx)(n.a,{href:"https://learn.microsoft.com/en-us/graph/permissions-reference",children:"Microsoft Graph permissions reference"})," to identify which permissions require consent."]})}),"\n",(0,i.jsxs)(n.vimeo,{video:"907604023",children:["\n",(0,i.jsxs)(n.p,{children:["This connection uses OAuth 2.0, a common authentication mechanism for integrations.\nRead about how OAuth 2.0 works ",(0,i.jsx)(n.a,{href:"/oauth2",children:"here"}),"."]}),"\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n",(0,i.jsxs)(n.table,{children:[(0,i.jsx)(n.thead,{children:(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.th,{children:"Input"}),(0,i.jsx)(n.th,{children:"Comments"}),(0,i.jsx)(n.th,{children:"Default"})]})}),(0,i.jsxs)(n.tbody,{children:[(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Web API URL"}),(0,i.jsx)(n.td,{children:"The organization's Microsoft Dynamics 365 Web API URL."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Scopes"}),(0,i.jsx)(n.td,{children:"A space-delimited set of one or more scopes to get the user's permission to access."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Client ID"}
1),(0,i.jsx)(n.td,{children:"Generated when registering an application in the Azure portal."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Client Secret"}),(0,i.jsx)(n.td,{children:"Generated when registering an application in the Azure portal."}),(0,i.jsx)(n.td,{})]})]})]}),"\n",(0,i.jsx)(n.h3,{id:"clientcredentials",children:"OAuth 2.0 Client Credentials"}),"\n",(0,i.jsx)(n.p,{children:"Authenticate requests using OAuth 2.0 Client Credentials."}),"\n",(0,i.jsxs)(n.p,{children:["The OAuth 2.0 client credentials flow allows the creation of an ",(0,i.jsx)(n.strong,{children:"Application User"})," to send requests to Dynamics on behalf of an organization.\nSetting up a client credentials connection is a two-step process:"]}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsx)(n.li,{children:'Create an "App" in Azure.'}),"\n",(0,i.jsx)(n.li,{children:'Create an "Application User" in Dynamics.'}),"\n"]}),"\n",(0,i.jsx)(n.h4,{id:"prerequisites-1",children:"Prerequisites"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["An active Azure subscription with permission to register applications in ",(0,i.jsx)(n.a,{href:"https://portal.azure.com/",children:"Azure Portal"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Microsoft Dynamics 365 administrator access to the ",(0,i.jsx)(n.a,{href:"https://admin.powerplatform.microsoft.com/",children:"Power Platform admin center"}),", including the ability to manage Application Users and assign Security Roles."]}),"\n"]}),"\n",(0,i.jsx)(n.h4,{id:"setup-steps-1",children:"Setup Steps"}),"\n",(0,i.jsx)(n.h5,{id:"create-an-app-in-microsoft-azure",children:"Create An App In Microsoft Azure"}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsxs)(n.li,{children:["Log in to ",(0,i.jsx)(n.a,{href:"https://portal.azure.com/",children:"Azure Portal"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Select ",(0,i.jsx)(n.strong,{children:"App Registrations"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Click ",(0,i.jsx)(n.strong,{children:"+ New Registration"}),".\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Supported Account Types"})," can be ",(0,i.jsx)(n.strong,{children:"Single Tenant"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["No ",(0,i.jsx)(n.strong,{children:"Redirect URI"})," is necessary."]}),"\n",(0,i.jsxs)(n.li,{children:["Click ",(0,i.jsx)(n.strong,{children:"Register"}),"."]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["Under ",(0,i.jsx)(n.strong,{children:"API Permissions"})," click ",(0,i.jsx)(n.strong,{children:"+ Add A Permission"}),".\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Select ",(0,i.jsx)(n.strong,{children:"Dynamics CRM"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Check the ",(0,i.jsx)(n.code,{children:"user_impersonation"})," permission."]}),"\n",(0,i.jsxs)(n.li,{children:["Click ",(0,i.jsx)(n.strong,{children:"Add Permissions"}),"."]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["Under ",(0,i.jsx)(n.strong,{children:"API Permissions"})," click ",(0,i.jsx)(n.strong,{children:"Grant Admin Consent For (Tenant)"})," to consent to the requested permissions on behalf of the organization."]}),"\n",(0,i.jsxs)(n.li,{children:["Under ",(0,i.jsx)(n.strong,{children:"Certificates & Secrets"})," click ",(0,i.jsx)(n.strong,{children:"+ New Client Secret"}),".\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Provide a description and expiration date for the certificate."}),"\n",(0,i.jsxs)(n.li,{children:["Take note of the ",(0,i.jsx)(n.strong,{children:"Value"})," (not the Secret ID) of the client secret."]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["Returning to the ",(0,i.jsx)(n.strong,{children:"Overview"})," page, take note of ",(0,i.jsx)(n.strong,{children:"Application (Client) ID"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["From the ",(0,i.jsx)(n.strong,{children:"Overview"})," page, click ",(0,i.jsx)(n.strong,{children:"Endpoints"})," and take note of the ",(0,i.jsx)(n.strong,{children:"OAuth 2.0 Token Endpoint (V2)"}),"."]}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["The ",(0,i.jsx)(n.strong,{children:"Client Secret Value"}),", ",(0,i.jsx)(n.strong,{children:"Client ID"}),", and ",(0,i.jsx)(n.strong,{children:"Token Endpoint"})," will be used in the connection configuration."]}),"\n",(0,i.jsx)(n.h5,{id:"add-the-app-as-an-app-user-to-dynamics",children:"Add The App As An App User To Dynamics"}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsxs)(n.li,{children:["Log in to ",(0,i.jsx)(n.a,{href:"https://admin.powerplatform.microsoft.com/",children:"Power Platform Admin Center"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Select ",(0,i.jsx)(n.strong,{children:"Environments"})," and choose the appropriate Dynamics environment."]}),"\n",(0,i.jsxs)(n.li,{children:["Select ",(0,i.jsx)(n.strong,{children:"S2S Apps"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Click ",(0,i.jsx)(n.strong,{children:"+ New App User"}),".\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Click ",(0,i.jsx)(n.strong,{children:"+ Add An App"}),"."]}),"\n",(0,i.jsx)(n.li,{children:"Choose the app created in Azure portal (above). The app can be located by entering the client ID noted previously."}),"\n",(0,i.jsxs)(n.li,{children:["Select the Dynamics tenant as the ",(0,i.jsx)(n.strong,{children:"Business Unit"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Under ",(0,i.jsx)(n.strong,{children:"Security Roles"})," select ",(0,i.jsx)(n.strong,{children:"System Administrator"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Click ",(0,i.jsx)(n.strong,{children:"Create"}),"."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.h4,{id:"configure-the-connection-1",children:"Configure the Connection"}),"\n",(0,i.jsxs)(n.p,{children:["Create a connection of type ",(0,i.jsx)(n.strong,{children:"OAuth 2.0 Client Credentials"}),"."]}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Enter the ",(0,i.jsx)(n.strong,{children:"Token Endpoint"})," noted above as the ",(0,i.jsx)(n.strong,{children:"Token URL"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Enter the ",(0,i.jsx)(n.strong,{children:"Client ID"})," and ",(0,i.jsx)(n.strong,{children:"Client Secret Value"})," noted above."]}),"\n",(0,i.jsxs)(n.li,{children:["Log in to Dynamics and take note of the Dynamics URL.\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Enter that Dynamics URL as the ",(0,i.jsx)(n.strong,{children:"Web API URL"}),". It should look like ",(0,i.jsx)(n.code,{children:"https://REPLACE-ME.crm.dynamics.com/"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Under scopes, enter the Dynamics URL with ",(0,i.jsx)(n.code,{children:".default"})," appended to it. Use the format ",(0,i.jsx)(n.code,{children:"https://REPLACE-ME.crm.dynamics.com/.default"}),"."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["This connection uses OAuth 2.0, a common authentication mechanism for integrations.\nRead about how OAuth 2.0 works ",(0,i.jsx)(n.a,{href:"/oauth2",children:"here"}),"."]}),"\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n",(0,i.jsxs)(n.table,{children:[(0,i.jsx)(n.thead,{children:(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.th,{children:"Input"}),(0,i.jsx)(n.th,{children:"Comments"}),(0,i.jsx)(n.th,{children:"Default"})]})}),(0,i.jsxs)(n.tbody,{children:[(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Web API URL"}),(0,i.jsx)(n.td,{children:"The organization's Microsoft Dynamics 365 Web API URL."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Token URL"}),(0,i.jsx)(n.td,{children:"The OAuth 2.0 token endpoint. This can be found in the Azure portal under the app's 'Endpoints' menu."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Scopes"}),(0,i.jsxs)(n.td,{children:["The OAuth 2.0 scope. Use the Dynamics Web API URL with '/.default' appended (e.g., ",(0,i.jsx)(n.a,{href:"https://my-org.api.crm.dynamics.com/.default",children:"https://my-org.api.crm.dynamics.com/.default"}),")."]}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Client ID"}
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When set, the first poll returns all records created or modified on or after this date."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Filter Expression"}),(0,i.jsx)(n.td,{children:"The filter expression used for querying entity collections."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Show New Records"}),(0,i.jsx)(n.td,{children:"When enabled, newly created records will be included in the trigger output."}),(0,i.jsx)(n.td,{children:"true"})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Show Updated Records"}),(0,i.jsx)(n.td,{children:"When enabled, records updated after the last poll will be included in the trigger output."}),(0,i.jsx)(n.td,{children:"true"})]})]})]}),"\n",(0,i.jsx)(n.h3,{id:"dynamicswebhooktrigger",children:"Webhook"}),"\n",(0,i.jsx)(n.p,{children:"Receive and validate webhook requests from Microsoft Dynamics 365 for manually configured webhook subscriptions."}),"\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n",(0,i.jsxs)(n.table,{children:[(0,i.jsx)(n.thead,{children:(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.th,{children:"Input"}),(0,i.jsx)(n.th,{children:"Comments"}),(0,i.jsx)(n.th,{children:"Default"})]})}),(0,i.jsx)(n.tbody,{children:(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Webhook Authentication Key"}),(0,i.jsx)(n.td,{children:"Optional authentication key for incoming webhook requests. When set, requests must include this value in the '?code' query parameter (Microsoft Dynamics 'Webhook Key' authentication mode). Strongly recommended to prevent unauthorized event spoofing."}),(0,i.jsx)(n.td,{})]})})]}),"\n",(0,i.jsx)(n.h2,{id:"actions",children:"Actions"}),"\n",(0,i.jsx)(n.h3,{id:"createattribute",children:"Create Attribute"}),"\n",(0,i.jsx)(n.p,{children:"Creates a CRM attribute on an entity."}),"\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n",(0,i.jsxs)(n.table,{children:[(0,i.jsx)(n.thead,{children:(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.th,{children:"Input"}),(0,i.jsx)(n.th,{children:"Comments"}),(0,i.jsx)(n.th,{children:"Default"})]})}),(0,i.jsxs)(n.tbody,{children:[(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Connection"}),(0,i.jsx)(n.td,{children:"The Microsoft Dynamics 365 connection to use."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Entity ID"}),(0,i.jsx)(n.td,{children:"The unique identifier (GUID) of the entity record to operate on."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Attribute 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1\n",(0,i.jsx)(n.p,{children:"Retrieves a paginated list of entity types available in the Microsoft Dynamics 365 environment."}),"\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n",(0,i.jsxs)(n.table,{children:[(0,i.jsx)(n.thead,{children:(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.th,{children:"Input"}),(0,i.jsx)(n.th,{children:"Comments"}),(0,i.jsx)(n.th,{children:"Default"})]})}),(0,i.jsxs)(n.tbody,{children:[(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Connection"}),(0,i.jsx)(n.td,{children:"The Microsoft Dynamics 365 connection to use."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Fetch All"}),(0,i.jsx)(n.td,{children:"When true, automatically fetches all pages of results using pagination."}),(0,i.jsx)(n.td,{children:"false"})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Pagination"}),(0,i.jsx)(n.td,{children:"Max page size and next-link controls for paging through results."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Max Page Size"}),(0,i.jsx)(n.td,{children:"Maximum number of entities to return per page (1-5000)."}),(0,i.jsx)(n.td,{children:"5000"})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Next Link"}),(0,i.jsx)(n.td,{children:"The @odata.nextLink URL from a previous response to get the next page of results."}),(0,i.jsx)(n.td,{})]})]})]}),"\n",(0,i.jsx)(n.h3,{id:"queryattributes",children:"Query Attributes"}),"\n",(0,i.jsx)(n.p,{children:"Queries CRM attributes that satisfy the filter expression."}),"\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n",(0,i.jsxs)(n.table,{children:[(0,i.jsx)(n.thead,{children:(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.th,{children:"Input"}),(0,i.jsx)(n.th,{children:"Comments"}),(0,i.jsx)(n.th,{children:"Default"})]})}),(0,i.jsxs)(n.tbody,{children:[(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Connection"}),(0,i.jsx)(n.td,{children:"The Microsoft Dynamics 365 connection to use."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Entity ID"}),(0,i.jsx)(n.td,{children:"The unique identifier (GUID) of the entity record to operate on."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Attribute Type"}),(0,i.jsx)(n.td,{children:"The CRM attribute type to filter by, e.g., 'Money', 'String', 'Picklist'."}),(0,i.jsx)(n.td,{})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Field Name"}),(0,i.jsx)(n.td,{children:"The OData $select fields to include in the result. 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This is used when 'Use Exponential Backoff' is disabled."}),(0,i.jsx)(n.td,{children:"0"})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Retry On All Errors"}),(0,i.jsx)(n.td,{children:"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."}),(0,i.jsx)(n.td,{children:"false"})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Max Retry Count"}),(0,i.jsx)(n.td,{children:"The maximum number of retries to attempt. Specify 0 for no retries."}),(0,i.jsx)(n.td,{children:"0"})]}),(0,i.jsxs)(n.tr,{children:[(0,i.jsx)(n.td,{children:"Use Exponential Backoff"}),(0,i.jsx)(n.td,{children:"Specifies whether to use a pre-defined exponential backoff strategy for retries. 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