Contents

Cancel

Recommended Articles

  1. unify-apps

    Indexing

    Unify AI

    Transform raw content into searchable knowledge through AI-powered indexing and vector embeddings

  2. unify-apps

    IMAP

    Unify Integrations

    Integrate your app with IMAP to enable seamless email synchronization, real-time access, and enhanced communication workflows.

  3. unify-apps

    Preview Your Work

    Unify Automations

    Effortlessly review & monitor your automation’s performance

  4. unify-apps

    QuickBooks

    Unify Integrations

    Integrate your app with QuickBooks to streamline accounting, automate invoicing, and manage finances effortlessly

  5. unify-apps

    FTP/FTPS

    Unify Integrations

    Connect your app with FTP/FTPS to automate secure file transfers and streamline data exchange across systems.

  6. unify-apps

    Facebook Ads

    Unify Integrations

    Connect your app with Facebook Ads to automate campaign management, optimize ad performance, and track marketing success.

  7. unify-apps

    Snowflake

    Unify Automations

    Connect to Snowflake for fast, scalable cloud data warehousing and analytics

  8. unify-apps

    Button

    Unify Applications

    Create interactive elements with ease using buttons

  9. unify-apps

    BambooHR

    Unify Automations

    Integrate your app with BambooHR to streamline HR management, automate employee data processing, and enhance onboarding workflows

  10. unify-apps

    Build your first automation

    Unify Automations

    Learn how to build your automation step by step

  11. unify-apps

    User Management

    Unify Applications

    Efficiently manage user roles and permissions

  12. unify-apps

    Microsoft Teams

    Unify Automations

    Connect your app with Microsoft Teams to enhance communication, automate workflows, and foster collaboration across your organization

  13. unify-apps

    Jira

    Unify Automations

    Use Jira to plan, track, and manage your agile and software development projects

  14. unify-apps

    Pre Processing

    Unify AI

    Optimize query processing through intelligent rephrasing, retrieval, and ranking to deliver accurate AI responses

  15. unify-apps

    Google Calendar

    Unify Integrations

    Integrate your app with Google Calendar to streamline scheduling, automate event management, and improve team coordination

  16. unify-apps

    SAP HANA

    Unify Integrations

    Connect your app with SAP HANA to leverage in-memory computing for real-time data processing and advanced analytics at scale.

#
Unify Automations
Logo
Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM

Logo

5 mins READ

Microsoft Dynamics 365 is a cloud-based suite of business applications that integrates sales, customer service, and field service management. 

Integrating your application with Microsoft Dynamics 365 streamlines business processes and customer engagement, offering a comprehensive suite of tools for sales, customer service, field service, and more.

Authentication

Before you begin, make sure you have the following information:

  1. Connection Name: Choose a meaningful name for your connection. This name helps you identify the connection within your application or integration settings. It could be something descriptive like "MyAppdynamics365Integration".

  2. Authentication Type: We use OAuth 2.0, OAuth (One step) authentication to connect to your Microsoft Dynamics 365  account.

  3. Now, Log in to the Microsoft Azure Portal by clicking here.

  4. In the search Bar, search for App Registration and then Click on New Registration.

  5. Provide the Name and supported account types and register your app.

OAuth (One step)-based Authentication

To configure the OAuth (One step)-based authentication method with Microsoft Dynamics 365, please follow these steps:

  1. Connection Name: Enter a name for your connection.

  2. Authentication Type: Select  OAuth (One step)  as the authentication type to connect with  Microsoft Dynamics 365.

  3. Domain: Login into your Microsoft Dynamics 365 Account. Then if your domain is https://example.crm8.dynamics.com, you must enter example.crm8.dynamics.com in the dynamics domain input.

  4. Client ID: Enter your Client ID; the Client ID refers to the Application(client) ID

  5. Client Secret: Click “Add a credential or scope” to generate the client secret.

  6. Tenant ID: Enter your Tenant ID; the Tenant ID refers to the Directory(tenant) ID.

Following these steps, you can successfully generate Credentials for OAuth (One-step) --based authentication with Dynamics 365.

Image
Image

OAuth 2.0-based Authentication

To set up OAuth 2.0 authentication with Microsoft Dynamics 365 CRM, follow these steps:

  1. Connection Name: Enter a name for your connection.

  2. Authentication Type: Select  OAuth (One 2.0)  as the authentication type to connect with Microsoft Dynamics 365.

  3. Domain: Login into your Microsoft Dynamics 365 Account. Then if your domain is https://example.crm8.dynamics.com, you must enter example.crm8.dynamics.com in the dynamics domain input.

  4. Client ID: Enter your Client ID; the Client ID refers to the Application(client) ID

  5. Client Secret: Click “Add a credential or scope” to generate the client secret.

Following these steps, you can successfully generate Credentials for OAuth 2.0-based authentication with Dynamics 365.

Image
Image

Resource owner password credentials (Basic Auth)-based Authentication

To configure the Resource owner password credentials (Basic Auth)-based authentication method with Microsoft Dynamics 365, please follow these steps:

  1. Connection Name: Enter a name for your connection.

  2. Authentication Type: Select  Resource owner password credentials as the authentication type to connect with  Microsoft Dynamics 365.

  3. Domain: Login into your Microsoft Dynamics 365 Account. Then if your domain is https://example.crm8.dynamics.com, you must enter example.crm8.dynamics.com in the dynamics domain input.

  4. Client ID: Enter your Client ID; the Client ID refers to the Application(client) ID

  5. Client Secret: Click “Add a credential or scope” to generate the client secret.

  6. UserName: Enter your username of Microsoft Dynamics 365 account.

  7. Password:  Enter your password of Microsoft Dynamics 365 account.

  8. Tenant ID: Enter your Tenant ID; the Tenant ID refers to the Directory(tenant) ID.

Following these steps, you can successfully generate Credentials for Resource owner password credentials (Basic Auth) --based authentication with Dynamics 365.

Granular Permissions

OAuth 2.0 /OAuth (One step)/Resource owner password credentials scopes

Scope Key

Description

User_impersonation

Access Common Data Service as organization users

READ

Read Forecast data

Actions

Action Name

Description

Create object

Creates a standard or custom object in Microsoft Dynamics 365

Create object in batch

Creates a standard or custom object in Microsoft Dynamics 365 (batch)

Update object

Update a standard or custom object in Dynamics 365

Update object in batch

Update a standard or custom object in Dynamics 365 (batch)

Get object by ID

Gets object by ID from Microsoft Dynamics 365

Get object schema

Gets object schema from Microsoft Dynamics 365

Create Account

Creates a new account in Microsoft Dynamics 365

Close Case

Closes a case in Microsoft Dynamics 365

Search object in batch

Search object in batch from Microsoft Dynamics 365

Triggers

Action Name

Description

New object/Updated object

Triggers when an object is created in Microsoft Dynamics 365

New object (Batch)

Triggers when an object is created or updated in Microsoft Dynamics 365

New object (Real time)

Triggers immediately when an object is created or updated in Microsoft Dynamics 365

New/updated object

Triggers immediately when an object is created in Microsoft Dynamics 365

Scheduled search object

Triggers accordingly when an object is created in Microsoft Dynamics 365

Delete Object trigger

Triggers immediately when an object is created in Microsoft Dynamics 365