Microsoft Dynamics

Use the IBM® App Connect Enterprise Toolkit to configure message flow nodes that are converted from the IBM App Connect Professional Microsoft Dynamics activities.

About this task

When you import an orchestration that contains Microsoft Dynamics activities, the conversion utility creates a message flow with the Microsoft Dynamics 365 for Sales Request node. See Table 1, for information on which nodes are used for each of the activities.

Table 1. IBM App Connect Professional Microsoft Dynamics activities and the corresponding IBM App Connect Enterprise message flow nodes
IBM App Connect Professional activity IBM App Connect Enterprise node
Create account

Microsoft Dynamics 365 for Sales Request node
Update account

Microsoft Dynamics 365 for Sales Request node

Microsoft Dynamics 365 for Sales Request node
Retrieve account

Microsoft Dynamics 365 for Sales Request node
Delete account

Microsoft Dynamics 365 for Sales Request node

Connecting to the Microsoft Dynamics 365 for Sales Request node

About this task

The Microsoft Dynamics 365 for Sales Request node in IBM App Connect Enterprise replaces Microsoft Dynamics CRM activities in IBM App Connect Professional.

You can connect to the node by following these steps:

Procedure

  1. Click Launch connector discovery to connect to your Microsoft Dynamics CRM account.
    Interface for connecting Microsoft Dynamic CRM account. Launch Connector Discovery button is visible.
  2. In the launch connector discovery window, you can create a new policy project by clicking New in the Policy Project field. Then specify the name of the new policy project.

    Alternatively, you can also select the policy project that you created previously to store the policies from the drop-down.

    1. In the Vault key field, enter the key that is used to access the credentials stored in the vault.
      Interface for creating a policy project with input field for Vault key and filled

      If you want to create a new vault, specify a new external directory vault location and vault key, then click create an external directory vault.

      Interface for creating a policy project with input boxes filled in
    2. Enter a name for your CRM policy project and click Finish
      Interface for creating a policy project with name input box empty
  3. With the project created, click the Launch Discovery button, which opens the connector discovery window.
  4. Expand Microsoft Dynamics 365 for Sales, then expand the object, and click the action that you need to perform for example, create account.
    Connector discovery window with expanded drop down list showing different actions that can be performed

    Click connect

    Screenshot showing Connect button nested in Create account option
  5. Enter the endpoint details based on the authorization type and click connect.
    Interface showing input boxes for specifying endpoint details
  6. After it is successfully connected, you are then redirected to a page related to the action you selected. Complete the details and click save, then close the popup. You can now see that the Action, Object, and Schema base name fields have been generated.
    Interface for specifying Microsoft Dynamics 365 request node properties with input boxes filled

Microsoft Dynamics 365 for Sales Request node for create account activity

Procedure

  1. Select the Create Accounts action.
  2. Expand controls. Select Define mappings below when asked how you want to populate the target fields in Salesforce. With this option, you can define the values explicitly for the fields.
  3. Complete the values for the fields you want to create, then click Save.

Microsoft Dynamics 365 for Sales Request node for update account activity

Procedure

  1. Select Update accounts action.
  2. Expand controls. Select Define mappings below when asked how you want to populate the target fields in Salesforce. With this option, you can define the values explicitly for the fields.
  3. Provide the account ID of the account that you want to update.
  4. Complete the values for the fields you want to update, then click Save.
    Interface for updating account with input boxes for each target field

Microsoft Dynamics 365 for Sales Request node for retrieve account activity

Procedure

  1. Select Retrieve accounts action.
  2. Add a condition by selecting the field name from the drop-down.
  3. Provide the number of items that you want to retrieve. If the limit of the items that are retrieved during the process is exceeded, select an option for how you want to proceed.
    Screenshot of Connector Discovery window with "Throw an error" option selected if the limit is exceeded
  4. Click Save.

Microsoft Dynamics 365 for Sales Request node for delete account activity

Procedure

  1. Select the Delete accounts action.
  2. Give the ID of the account that you want to delete, then click Save.
    Screenshot showing Delete account action in Connector Duscovery window