How to use IBM App Connect with Microsoft Dynamics 365 for Sales
Microsoft Dynamics 365 for Sales is a customer relationship management solution that is designed to improve how you interact and do business with your customers.
App Connect
Enterprise as a Service connector
Local
connector in containers (Continuous Delivery release)-
Local connector in containers (Long Term Support Cycle-2 release)
Supported product and API versions
To find out which product and API versions this connector supports, see Detailed System Requirements on the IBM Support page.
Connecting to Microsoft Dynamics 365 for Sales
Complete the connection fields that you see in the App Connect Designer page or flow editor. If necessary, work with your Microsoft Dynamics 365 for Sales administrator to obtain these values.
| Authorization method | Applicability |
|---|---|
| Use the application's website to sign in (OAUTH 2.0 AUTH CODE) | App Connect Enterprise as a Service |
| Provide credentials for App Connect to use (BASIC OAUTH) | App Connect Enterprise as a Service and App Connect in containers |
| Provide a username, password, and client credentials (OAUTH 2.0 PASSWORD) | App Connect in containers and App Connect Enterprise as a Service |
| Use the application's website to sign in (OAUTH 2.0 AUTH CODE) | Provide credentials for App Connect to use (BASIC OAUTH) | Provide a username, password, and client credentials (OAUTH 2.0 PASSWORD) |
|---|---|---|
| Service URL | Service URL | Service URL |
| API version | API version | API version |
| Access token | Client ID | |
| Refresh token | Client secret | |
| Client ID | Username | |
| Client secret | Password |
| Connection field | Description |
|---|---|
| Service URL | URL that provides a direct sign-in to the Microsoft Dynamics 365 (online) service; for example,
https://<organization>.crm.dynamics.com or
https://<organization>.crm.microsoftdynamics.de. Note: To know more about
Service URL, see Discover the URL for your organization on the
Microsoft Documentation page.
|
| API version (optional) | API version to be used; for example, v9.1. |
| Access token | Access token that is generated from the Application client ID and Application client secret. |
| Refresh token | Refresh token that is generated from the Application client ID and Application client secret. |
| Client ID | A unique identifier that is generated after Microsoft Azure app registration to tie requests to specific projects. |
| Client secret | Application client secret for the unique Application client ID created for a specific project. |
| Username | The username to log in to your Microsoft Dynamics 365 for Sales account. |
| Password | The password for the specified username. |
To obtain the connection values for Microsoft Dynamics 365 for Sales, see Obtaining connection values for Microsoft Dynamics 365 for Sales.
To connect to a Microsoft Dynamics 365 for Sales endpoint from the App Connect Designer Applications and APIs page for the first time, expand Microsoft Dynamics 365 for Sales, then click Connect.
Before you use the account that is created in App Connect in a flow, rename the account to something meaningful that helps you to identify it. To rename the account on the Applications and APIs page, select the account, open its options menu (⋮), then click Rename Account.
General considerations
Before you use App Connect Designer with Microsoft Dynamics 365 for Sales, take note of the following considerations:
- (General consideration) You can see lists of the trigger events and
actions that are available on the Applications and APIs
page of the App Connect Designer.
For some applications, the events and actions depend on the environment and whether the connector supports configurable events and dynamic discovery of actions. If the application supports configurable events, you see a Show more configurable events link under the events list. If the application supports dynamic discovery of actions, you see a Show more link under the actions list.
- (General consideration) If you are using multiple accounts for an application, the set of fields that is displayed when you select an action for that application can vary for different accounts. In the flow editor, some applications always provide a curated set of static fields for an action. Other applications use dynamic discovery to retrieve the set of fields that are configured on the instance that you are connected to. For example, if you have two accounts for two instances of an application, the first account might use settings that are ready for immediate use. However, the second account might be configured with extra custom fields.
Events and actions
Microsoft Dynamics 365 for Sales events
These events are for changes in this application that trigger a flow to start completing the actions in the flow.
Show more configurable events: Events that are shown by default are pre-configured by using optimized connectivity. More items are available after you configure events that can trigger a flow by polling this application for new or updated objects. For more information about configurable events, see Configuring polled events to trigger flows.
Microsoft Dynamics 365 for Sales actions
Your flow completes these actions on this application.
| Object | Action | Description |
|---|---|---|
| Accounts | Create account | Create an account in Microsoft Dynamics 365 for Sales |
| Delete account | Delete an account from Microsoft Dynamics 365 for Sales | |
| Retrieve accounts | Retrieve accounts from Microsoft Dynamics 365 for Sales | |
| Update account | Update an account in Microsoft Dynamics 365 for Sales | |
| Update or create account | Update an account if it exists, or create an account if it doesn't exist | |
| Contacts | Create contact | Create a contact in Microsoft Dynamics 365 for Sales |
| Delete contact | Delete a contact from Microsoft Dynamics 365 for Sales | |
| Retrieve contacts | Retrieve contacts from Microsoft Dynamics 365 for Sales | |
| Update contact | Update a contact in Microsoft Dynamics 365 for Sales | |
| Update or create contact | Update a contact if it exists, or create a contact if it doesn't exist | |
| Invoices | Create invoice | Create an invoice from Microsoft Dynamics 365 for Sales |
| Delete invoice | Delete an invoice from Microsoft Dynamics 365 for Sales | |
| Retrieve invoices | Retrieve invoices from Microsoft Dynamics 365 for Sales | |
| Update invoice | Update an invoice in Microsoft Dynamics 365 for Sales | |
| Update or create invoice | Update an invoice if it exists, or create an invoice if it doesn't exist | |
| Leads | Create lead | Create a lead in Microsoft Dynamics 365 for Sales |
| Delete lead | Delete a lead from Microsoft Dynamics 365 for Sales | |
| Retrieve leads | Retrieve leads from Microsoft Dynamics 365 for Sales | |
| Update lead | Update a lead in Microsoft Dynamics 365 for Sales | |
| Update or create lead | Update a lead if it exists, or create a lead if it doesn't exist | |
| Orders | Create order | Create an order in Microsoft Dynamics 365 for Sales |
| Delete order | Delete an order from Microsoft Dynamics 365 for Sales | |
| Retrieve orders | Retrieve orders from Microsoft Dynamics 365 for Sales | |
| Update order | Update an order in Microsoft Dynamics 365 for Sales | |
| Update or create order | Update an order if it exists, or create an order if it doesn't exist | |
| Products | Create product | Create a product in Microsoft Dynamics 365 for Sales |
| Delete product | Delete a product from Microsoft Dynamics 365 for Sales | |
| Retrieve products | Retrieve products from Microsoft Dynamics 365 for Sales | |
| Update product | Update a product in Microsoft Dynamics 365 for Sales | |
| Update or create product | Update a product if it exists, or create a product if it doesn't exist |
More items are available after you connect App Connect to Microsoft Dynamics 365 for Sales.
Examples
Use templates to quickly create flows for Microsoft Dynamics 365 for Sales
Learn how to use App Connect templates to quickly create flows that complete actions on Microsoft Dynamics 365 for Sales. For example, go to the Discover page and search for Microsoft Dynamics 365 for Sales.
Model Context Protocol (MCP) support
The Microsoft Dynamics 365 for Sales connector supports MCP, and all Microsoft Dynamics 365 for Sales actions for the listed objects can be added to an MCP server as tools. For more information on how to configure an MCP server, see Creating and managing MCP servers.