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Microsoft Dynamics CRM component

Connects to Products in the Microsoft Dynamics/NAV Family Via the OData API which use Authorization grant.

Dynamics Remarks

See DynamicsCrmRemarks.md.

Authentication

See the file ConfiguringAnODataAppForDynamicsOnAzureActiveDirectory.md for details on this process.

Triggers

Get Objects Polling

Get objects which have recently been modified or created.

All Objects Programmatically Detectable Covered. Time range options not supported, Standardized isNew,createdOn and modifiedOn not included in output.

Actions

Lookup Object by Field(s)

Given a set of criteria which matches exactly one record, find that matching record.

All Objects Programmatically Detectable Covered. Requires a sample object to exist to infer schema. Shows all fields, not just unique fields. Does not necessarily understand type for field.

Upsert Object By ID

Update an existing entry if the id provided. Otherwise create a new entry.

All Objects Programmatically Detectable Covered. Requires a sample object to exist to infer schema. Does not inform following components if new.

Legacy Behavior

See the file DocumentationOnLegacyBehavior.md for details.

Configuration Info

Required environment variables

EIO_REQUIRED_RAM_MB must be set to 512. This is because the metadata file for the service is large enough that it requires additional RAM to be parsed.

For the local testing (e.g. spec-integration) the following environment variables are required:

  • RESOURCE
  • OAUTH_CLIENT_ID
  • OAUTH_CLIENT_SECRET
  • ODATA_API_ROOT_LOCATION
  • OAUTH_TOKEN
  • CONTACT_TO_LOOKUP_FIRST_NAME
  • CONTACT_TO_LOOKUP_TOO_MANY_LAST_NAME

Version and compatibility information

This component interacts with OData version 4. It has been tested with:

Microsoft Dynamics 365
Server version: 9.0.1.569 (DB 9.0.1.569)
Client version (Last Commit Version): 1.2.24-180302-013059
Build Timestamp: 3/1/2018 5:41:10 PM