Getting Started
Basic Concepts
Contracts and Workspaces Data Sample Overview Integration Component Overview Webhook Flow Overview Integration Flow Overview Quota Understanding credentials Passthrough Feature
Tutorials
Creating a Basic Integration Flow Creating a webhook flow
Advanced Concepts
What is a tenant? Recipes Feature Snapshot Overview
How-to Guides
Building integration flows
Building real-time flows General Troubleshooting Guide Platform Behavior Using Attachments Managing Flow Errors Using Snapshots
Data transformation
Mapping data
Integration patterns
Sending data to a list of recipients Content-Based Routing
Developing Components
Managing SSH Keys Managing your Teams/Components Building a component in Node.js Building a component in Java Deploying a component
Tenant Management
Customizing HTML Meta Tags Managing Contracts Managing Flows Managing OAuth Clients Managing user roles in a tenant Managing Workspaces
Components
CRM components
Microsoft Dynamics CRM component Pipedrive component Salesforce-cpq component Salesforce Component SaleSphere component SugarCRM component
ERP components
Microsoft Dynamics NAV component NetSuite component SAP ByDesign component SAP ECC (R/3, ERP) Component
E-Commerce components
Amazon MWS component Bazaarvoice component ChannelAdvisor component Commercetools component Demandware component Dun-and-bradstreet component Ebay component Google-shopping component Lightspeed-ecom component Lightspeed-retail component Magento1 component Magento2 component Shopify Admin component Shopware component Walmart SC component
Marketing-related components
AppDirect Component Goto-webinar component Mailchimp component Mandrillapp component Marketo component Sdl-translate component Twitter component
Finance-related components
Exact Online component Quickbooks component Stripe component
Office components
Docusign component Google Spreadsheets component Outlook component
Protocol components
AMQP component AWS S3 component AWS SNS component CSV component Edifact-parser component Google PubSub component Ldap component ODATA component SFTP component SOAP component XML component
Service components
Allmysms component AWS Lambda component Google-translate component Keenio component Lionbridge-translation component Smarty-streets component
Database components
JDBC Component MsSQL component PostgreSQL Component
Utility components
Batch component Code component Configuration component Email component Filter component Jsonata component Simple Storage component Mapper component Petstore-nodejs component Request-reply component REST API component Router component Simple-trigger component Splitter component Timer component Utility Component Webhook component ZIP/UnZIP component
References
Sailor
Sailor compatibility matrix
Component Descriptor
Software Development Kit - SDK Component Descriptor Structure View Classes
Covered in this article
Microsoft dynamics crm pages
Configuring ODATA APP Microsoft Dynamics CRM component Legacy Behavior
Created on Updated on
Dynamics 365

Dynamics 365

Remarks to Dynamics 365.

Dynamics 365

Microsoft Dynamics CRM is a product in the Microsoft Dynamics family. It is a CRM within that product family.

Microsoft Dynamics Finance and Operations

Microsoft Dynamics Finance and Operations is a product in the Microsoft Dynamics family. It is a ERP within that product family.

This component can interact with both of these systems and possibly other systems in the dynamics family that expose OData APIs that support authentication through OAuth.

OData API Summary

Like other members of the Dynamics product family, Business Central exposes OData APIs for editions published after approximately 2015. These APIs have the following caveats:

  • Authentication is done with OAuth. Both the Authorization Code Flow and the Resource Owner Password Credentials Grant Flow. There is a postman collection which demonstrates the Resource Owner Password Credentials Grant Flow case. The corresponding environment variables are in BitWarden
  • The URL of the OData root is hard to find. For CRM it is /api/data/v8.2. For Finance and Operations it is /data.

Test Instance Set Up - Using Cloud Trial Instance

A trial instance of Business Central can be requested from https://trials.dynamics.com/ and selecting Business Central. Sometimes this trial expires or otherwise shuts down. If this occurs, the below steps can be followed to re-create it:

  1. Visit https://trials.dynamics.com/
  2. Select:
    • App type: Sales (for CRM)
    • Work email: (give your work e-mail)
    • Phone number: (give your phone number)
  3. Click Get Started.
  4. You should get a message saying that you already have an account. Sign in if necessary.
  5. You will get a message saying you already have a Dynamics 365 license.
  6. You should now be able to visit your CRM installation.

Support

A ticket can be filled with support through https://admin.dynamics.com/

One previous issue was resolved by using incognito mode. A screenshot of that error is below.

Dynamics 365 Error

Integration Tests

An .env file for integration tests can be found in BitWarden. It requires a valid access token for authentication to be manually provided first. One can be obtained using the provided postman collection.

License

Apache-2.0 © elastic.io GmbH