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
4.0.0.3 Fixed a bug affecting lookup and picklist type fields.
4.0.0.10 Fixed a regression issue affecting the referencing of cached entities.

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 this Sample Workflow for examples.