Provides integration into Microsoft Dynamics CRM.

Note: By default, this Node will only execute at a DropPoint. If you would like to invoke it direct from our Cloud environment, you can request this as a configuration change on your Flowgear Site.

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

Type: Connection Input

Url
Type: String
The URL to the Dynamics company. Should be in the form https://companyname.crm.dynamics.com

ClientId
Type: String
The Client Id which is the ID for the Azure App Registration

ClientSecret
Type: Password
The secret key value generated within the Certificates & Secrets section of the Azure App Registration

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

Type: String Input
The specifies the name of the entity against which an Action should be performed.

Type: Xml Input
Contains the query, create or update payload (see Remarks).

Type: Xml Output
Contans the response to the query, create or update operation (see 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.

Steps to configure a connection can be found here.

If you receive the error Request failed. (System.Security.SecurityException)  , please ensure the Connection you've created specifies a DropPoint.

See https://flowgear.me/s/Z7Gniyr for examples.