V2NodesMicrosoft Dynamics CRM
Microsoft Dynamics CRM
V2

Microsoft Dynamics CRM

Integrate with Microsoft Dynamics Sales CRM using the Microsoft Dataverse SDK.

Revision History

0.0.0.1 - Initial release.
0.0.0.3 - Template changes.
0.0.0.7 - Node name correction.

Connection

Parameter Type Description
Instance URL String Entra ID tenant identifier (or common for multi-tenant).
Client Id String Application (client) ID registered in Entra ID.
Client Secret Masked Client secret generated for the app registration.

Setup Notes

  1. Register an application in Entra ID (Azure AD) with application permissions under Dynamics CRM: user_impersonation and Dynamics ERP: Connector.FullAccess.
  2. Grant admin consent for the selected permissions or ensure the signed-in user has consented.
  3. Configure the connection with Tenant Id, Client Id and Client Secret.

Once you have an app registration, you need to add it to your Dynamics Sales CRM environment.

In your Sales instance (https://{your business unit code}.crm4.dynamics.com/):

  1. Click the Settings icon (gear icon) in the top-right pane to open the Settings pane.
  2. Click Advanced Settings. This opens a new tab.
  3. In the new tab, under Business Management on the left pane and the System heading, click Security (Preview).
  4. In the center pane for Security (Preview), click Application users, which opens another new tab.
  5. In the Application users tab, click + New app user at the top left to open the Create a new app user pop-up window.
  6. Click + Add an app, then search for and select the registered application you created in Entra. Click the green Add button at the bottom.
  7. In the Business Unit text box, enter your business unit code. You can find this in the URL of your Dynamics Sales site, for example https://orge18596b7.crm4.dynamics.com/, where the business unit is orge18596b7.
  8. Set the Security Roles by clicking the pencil button on the right of Security Roles.
  9. From the list that opens, choose the following: Basic User, Dataverse Search Role, and System Administrator. Then click Save.
  10. Click Create at the bottom of the Create a new app user panel.

Ensure the connection is properly set up in Flowgear by testing the connection in the connection settings.

Methods

Query

Parameter Type Notes
Connection Connection The connection for the Dataverse environment.
Request Object Query definition containing entity, select, filter, and order clauses.
Return Type Notes
Response Array Result of the query.

Create

Parameter Type Notes
Connection Connection The connection for the Dataverse environment.
Request Array Payload describing the entity and attributes to write.
BatchSize Integer Number of items to include per batch when sending requests. Defaults to 20.
Return Type Notes
Response Array Result of the create operation.

Update

Parameter Type Notes
Connection Connection The connection for the Dataverse environment.
Request Array Payload describing the entity, Id, and attributes to update.
BatchSize Integer Number of items to include per batch when sending requests. Defaults to 20.
Return Type Notes
Response Array Result of the update operation.