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 that to your Dynamics Sales CRM environment.

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

  1. Click on the Settings icon (gear icon) in the top pane on the right, which opens the settings Pane.
  2. Click on Advanced Settings, this will open a new tab.
  3. In this new tab, Business Management, on the left pane, under the System heading, click on Security (Preview)
  4. In the newly accessed center pane, Security (Preview), click on Application users which will open another new tab.
  5. In this new tab, Application users, at the absolute top, far left, click on + New app user which will a new pop-up window, Create a new app user.
  6. Click on + Add an app and then search for and select, the Registered Application you made 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 website, e.g. https://orge18596b7.crm4.dynamics.com/ where the Business Unit is: orge18596b7.
  8. Now we need to set the Security Roles. Click on the pencil button on the right of Security Roles to edit the security roles.
  9. From the list that has opened, choose the following: Basic User, Dataverse Search Role and System Administrator. Then click Save.
  10. Now click on the Create button 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.