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Microsoft Dynamics CRM component

Microsoft Dynamics CRM component

A customer relations management tool developed by Microsoft.

Latest changelog

1.2.0 (June 18, 2020)

  • Add support for Bulk operations (Create/Update/Delete)
  • Add Delete Object By ID action
  • Add Query action
  • Add new implementation Upsert action with image attachment support
  • Add new implementation Lookup Object action with image attachment support
  • Add Lookup Objects action

To see the full changelog please use the following link.

Description

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

Dynamics Remarks

See Dynamics Crm Remarks.

Authentication

See how to configure an OData App for Dynamics On Azure Active Directory for details on this process.

Completeness Matrix

The component completeness matrix gives the technical details about Salesforce objects this component covers.

Triggers

  1. Fetch new and updated objects
    Get objects which have recently been modified or created.

  2. Query Accounts
    Query Objects: Accounts

  3. Query Contacts
    Query Objects: Contacts

  4. Query Quotes
    Query Objects: Quotes

Actions

  1. Bulk Create Objects
    Provides a simple interface for quickly creating large amounts of objects.

  2. Bulk Update Objects
    Provides a simple interface for quickly updating large amounts of objects.

  3. Bulk Delete Objects
    Provides a simple interface for quickly deleting large amounts of objects.

  4. Delete Object By ID
    Deletes a Selected Object.

  5. Lookup Object by Field(s)
    Given a set of criteria which matches exactly one record, find that matching record.

  6. Upsert Object
    Creates or Updates Selected Object.

Deprecated Actions

  1. Lookup Object by Field(deprecated)
    Use Lookup Object by Field(s) action instead

  2. Upsert Object(deprecated)
    Use Upsert Object action instead

  3. Sync Accounts(deprecated)
    Use Upsert Object action instead

  4. Sync Contacts(deprecated)
    Use Upsert Object action instead

  5. Sync Invoices(deprecated)
    Use Upsert Object action instead

  6. Sync Orders(deprecated)
    Use Upsert Object action instead

  7. Sync Price Levels(deprecated)
    Use Upsert Object action instead

  8. Sync Product Price Levels(deprecated)
    Use Upsert Object action instead

  9. Sync Products(deprecated)
    Use Upsert Object action instead

  10. Sync Quotes(deprecated)
    Use Upsert Object action instead

  11. Sync Unit Groups(deprecated)
    Use Upsert Object action instead

  12. Sync Units(deprecated)
    Use Upsert Object action instead

Legacy Behavior

See the legacy behavior 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
2020 release wave 1 enabled
Server version: 9.1.0000.18042
Client version: 1.4.831-2005.2