Microsoft Dynamics 365 Sales
Provides integration into Microsoft Dynamics 365 Sales.
Revision History
2.0.0.1 Initial Release
2.0.0.2 Minor changes and bugfixes
2.0.0.3 Revised to support invoke from in-cloud
2.0.0.4 Removed 50-record max page size
2.0.0.6 Added ClientIdAndSecret Authentication
3.0.0.0 Removed basic auth and updated to use Dataverse
3.0.0.2 Performance and error handling improvements
4.0.0.0 Added support for Username/Password auth and legacy OrganizationServiceProxy mode which is required for some on-premises installs of 365 Sales
Properties
Connection
Type: Connection Input
Mode
Type: String
The mode to use when invoking the instance.
ServiceClient - Newer SDK, authenticate via ClientId
and ClientSecret
.
OrganizationServiceProxy - Old SDK, authenticates via Username
and Password
. Requires full Organization.svc
path to be specified in Url
.
Url
Type: String
The URL to the Dynamics company. Should be in the form https://companyname.crm.dynamics.com
when Mode
is ServiceClient
or
https://companyname.crm.stratuslive.com/XRMServices/2011/Organization.svc
when Mode
is OrganizationServiceProxy
.
ClientId
Type: String
The Client Id which is the ID for the Azure App Registration. Only specified when Mode
is ServiceClient
.
ClientSecret
Type: Password
The secret key value generated within the Certificates & Secrets section of the Azure App Registration. Only specified when Mode
is ServiceClient
.
Username
Type: String
The Username of the user. Only specified when Mode
is OrganizationServiceProxy
.
Password
Type: Password
The password of the User. Only specified when Mode
is OrganizationServiceProxy
.
Action
Type: List Input
Specifies the action to perform against the Entity
.
Query - Queries the specified entity for records matching criteria specified in RequestXml
.
Create - Creates one or more records of type Entity,
returns the ID's of the created entities.
Update - Updates one or more records of type Entity
. The ID's of the items to be updated must be specified.
Entity
Type: String Input
The specifies the name of the entity against which an Action
should be performed.
RequestXml
Type: Xml Input
Contains the query, create or update payload (see Remarks
).
ResponseXml
Type: Xml Output
Contains the response to the query, create or update operation (see Remarks
).
Remarks
After creating a Connection for this Node, use Node Samples to select a dynamically created sample which will cause the Action
, Entity
, RequestXml
and ResponseXml
properties to be set with example values.
Setting up a Connection
Steps to configure a connection can be found here.
Troubleshooting
If you receive the error Request failed. (System.Security.SecurityException)
, please ensure the Connection you've created specifies a DropPoint.
Examples
See https://flowgear.me/s/Z7Gniyr for examples.