Using Microsoft Dynamics 365 for Sales with IBM App Connect Enterprise

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. IBM® App Connect Enterprise provides Microsoft Dynamics 365 for Sales Input and Microsoft Dynamics 365 for Sales Request nodes, which you can use to interact with Microsoft Dynamics 365 for Sales and issue requests to create, retrieve, update, or delete accounts, contacts, invoices, leads, orders, and products.

The following steps show you how to connect to a Microsoft Dynamics 365 for Sales account and configure a Microsoft Dynamics 365 for Sales Request node by using connector discovery. You can follow a similar procedure to configure a Microsoft Dynamics 365 for Sales Input node to monitor Microsoft Dynamics 365 for Sales for new or updated objects, by creating a flow containing a Microsoft Dynamics 365 for Sales Input node and configuring it through connector discovery.

1. In the IBM App Connect Enterprise Toolkit, create a flow containing a Microsoft Dynamics 365 for Sales Request node.
2. Select the Microsoft Dynamics 365 for Sales Request node in the flow to show the node properties in the editor.
3. On the Basic tab, click Launch Connector Discovery.
   A panel is displayed in which you specify the name of the policy project and vault details to be used during connector discovery.
4. Specify the details of the policy project and vault to be used during connector discovery:
   1. In the Policy Project field, specify the policy project that is used to store the policies that are created during connector discovery.
      Alternatively, you can create a new policy project by clicking New and then specifying the name of the new policy project. Then click Finish.
   2. Specify the vault to be used during connector discovery. By default, credentials that are used during connector discovery are stored in an external directory vault, which is an App Connect Enterprise vault that can be used by any integration server. Alternatively, you can store the credentials in an integration server vault, which is created in the integration server's work directory and can be used only by that specific integration server.
      To specify the vault to be used for storing the credentials, complete the steps in the Using the Connector Discovery wizard section of one of the following topics:

      • Configuring a shared vault
      • Configuring an integration server vault
   3. In the Vault key field, enter the vault key that is used to access the credentials stored in the vault. The vault key must be at least 8 characters in length.
   4. Optional: By default, the specified vault location and vault key are saved as preferences in the Toolkit so that the values are preset when you launch Connector Discovery. If you do not want the preferences to be saved, deselect Save in vault preferences.
5. Click Launch Discovery to start the Connector Discovery wizard for the Microsoft Dynamics 365 for Sales connector.
   The Connector Discovery window is displayed. If existing Microsoft Dynamics 365 for Sales connections (accounts) are available, a list of those connections is displayed. If there are no existing connections, the status of the Microsoft Dynamics 365 for Sales connector is shown as Not connected.
   • If one or more Microsoft Dynamics 365 for Sales connections (accounts) are available, complete the following steps:
     1. Select the connection (account) that you want to use by clicking on it.
     2. Click the required object type and then select the action that you want to perform on the object. For example, to retrieve accounts from Microsoft Dynamics 365 for Sales, click Accounts and then Retrieve accounts.
   • If there are no existing connections (accounts), complete the following steps:
     1. Click the required object type and then select the action that you want to perform on that object. For example, to retrieve accounts from Microsoft Dynamics 365 for Sales, click Accounts and then Retrieve accounts.
     2. Click Connect to display a menu from which you must select one of the following authorization types:
        • Provide a username, password and client credentials (OAUTH 2.0 PASSWORD)
        • Provide credentials for App Connect to use (BASIC OAUTH)
     3. Select an authorization type and click Continue. A window is displayed in which you enter the details of your account.
     4. If you selected Provide a username, password and client credentials (OAUTH 2.0 PASSWORD) as the authorization type, enter the following details:
        1. Service URL: The URL that provides a direct sign-in to the Microsoft Dynamics 365 for Sales online service. (For example, https://<organisation>.crm.dynamics.com ).
           For more information, see Discover the URL for your organization in the MicrosoftDocumentation.
        2. API version: (Optional). Select the version number from the drop-down menu. The default value is v 9.1.
        3. Client ID: The unique identifier generated after Microsoft Azure app registration is mapped to the specific project requests.

           For more information about the client ID, see Use the portal to create an Azure AD application and service principal that can access resources in the Microsoft Documentation.

        4. Client secret: Application client secret for the unique application client ID created for a specific project.

           For more information about the client secret, see Use the portal to create an Azure AD application and service principal that can access resources in the Microsoft Documentation.

        5. Username: The username to log in to your Microsoft Dynamics 365 for Sales account.
        6. Password: The password for the specified username.
     5. If you selected Provide credentials for App Connect to use (BASIC OAUTH) as the authorization type, enter the following details:
        1. Set up a Postman environment
        2. Service URL: The URL that provides a direct sign-in to the Microsoft Dynamics 365 for Sales online service. (For example, https://<organisation>.crm.dynamics.com ).
           For more information, see Discover the URL for your organization in the Microsoft Documentation.
        3. API version: (Optional). Select the version number from the drop-down menu. The default value is v 9.1.
        4. Access token: The access token that is generated from the application client ID and client secret.
        5. Refresh token: The refresh token that is generated from the application client ID and client secret.

           If you need to generate an access token and refresh token from the application client ID and application client secret, follow the steps as described in the Microsoft Documentation.

        6. Client ID: The unique identifier generated after Microsoft Azure app registration is mapped to the specific project requests. For more information about the client ID, see Use the portal to create an Azure AD application and service principal that can access resources in the Microsoft Documentation.
        7. Client secret: Application client secret for the unique application client ID created for a specific project. For more information about the client secret, see Use the portal to create an Azure AD application and service principal that can access resources in the Microsoft Documentation.

        For more information about identifying or generating these connection details, see How to use IBM App Connect with Microsoft Dynamics 365 for Sales in the IBM App Connect Enterprise as a Service documentation.

     6. Click Connect.
6. Set the required connector properties in the wizard.
   For example, if you want to retrieve accounts from Microsoft Dynamics 365 for Sales, you must select an item from the drop-down menu. For example, Account name. You can also add conditions for the retrieval of the data, by clicking Add condition and then selecting the property that you want to filter on; for example, Account number. You can also set properties that specify the maximum number of records to retrieve and the action to be taken if that limit is exceeded.
7. When you have finished specifying the properties in the Connector Discovery wizard, click Save.
   The credential that is used for connecting to Microsoft Dynamics 365 for Sales is stored in the vault, and the other connection details are saved in the Microsoft Dynamics 365 for Sales policy. The values of the properties that you set in the wizard are returned to the Microsoft Dynamics 365 for Sales Request node in the IBM App Connect Enterprise Toolkit.
8. When you have finished discovery and saved the property values, exit the Connector Discovery wizard by clicking the X in the upper-right corner of the window or by pressing Alt+F4.
9. Return to editing the Microsoft Dynamics 365 for Sales Request node in the IBM App Connect Enterprise Toolkit.
   The connector properties that were set in the Connector Discovery wizard (in step 6) are now visible on the Microsoft Dynamics 365 for Sales Request node. The Basic tab shows the values of the Action and Object properties that you set in the wizard. For example, if you selected Accounts > Retrieve accounts in the wizard, the following properties will be visible on the Basic tab of the node:

   • Action - RETRIEVEALL
   • Object - Account

   The values of the Action and Object properties are displayed in read-only format. If you want to change these values, you can do so by clicking Launch Connector Discovery again and setting new values in the Connector Discovery wizard. You can modify other properties by clicking Edit next to the property.

   The Schema base name property specifies the base name of the schema files that describe the format of the request and response messages that are sent and received from the Microsoft Dynamics 365 for Sales connector. The schema base name is set automatically the first time you run discovery for the node, and it is based on the current flow name and node name. If you set this property manually before running discovery for the first time, the value that you set will be used. If you rename the schemas after discovery, you must edit this property so that it matches the schema base name used by the renamed schemas in the project. If you change this property after discovery, you must either rename the schema names to match or run discovery again.

   Depending on the action that was selected during discovery, the Connector Discovery wizard generates either a request schema and a response schema, or a response schema only. A request schema is generated only if the selected action and object require a request message. The generated request schema is used for validation of the request message. If the action was RETRIEVE or DELETE, only the response schema is returned by the connector.

   The generated schema files are added to the project and can be used by a Mapping node for transforming input or output data. The full filename of the schema is derived from the schema base name (such as gen/MyMessageFlow.Microsoft_Dynamics_365_for_Sales_Request), suffixed with either response.schema.json or request.schema.json. You can open the schema by clicking Open request schema or Open response schema.

10. Check that the property settings on the Microsoft Dynamics 365 for Sales Request node are correct and then save the message flow.
11. On the Connection tab of the Microsoft Dynamics 365 for Sales Request node, the Policy property shows the name of the policy that contains the details of the security identity to be used for the connection. The policy has a type of Microsoft Dynamics 365 for Sales.
    For more information, see Microsoft Dynamics 365 for Sales policy.
12. Optional: Set the Timeout property on the Connection tab to specify the time (in seconds) that the node waits for Microsoft Dynamics 365 for Sales to process the operation.
13. The Filter tab of the Microsoft Dynamics 365 for Sales Request node contains properties that control the way in which the message flow selects data. The initial values of these properties are taken from the property values that were set for the Microsoft Dynamics 365 for Sales connector in the Connector Discovery wizard, including filter options properties, and any conditions that were specified (as described in step 6). If you subsequently return to the Connector Discovery wizard and change the values of any properties (by adding new conditions, for example) those updates are reflected in the properties set on the node.

    The Filter Options properties control which objects are to be operated upon when the Microsoft Dynamics 365 for Sales Request node executes. The Filter Limit properties control the maximum number of items to be retrieved and the action to be taken if the limit is exceeded.

    You can modify the values by clicking Edit next to the value that you want to modify in the Filter Options section, and by changing the property values that have been set in the Filter Limit section.

    The property values can be either text values or ESQL or XPATH expressions that are resolved from the contents of the message that is passed to the Microsoft Dynamics 365 for Sales Request node as it executes.

14. On the Request tab, set the Data location property to specify the location in the incoming message tree that contains the object data to be created in Microsoft Dynamics 365 for Sales. This data forms the request that is sent from the Microsoft Dynamics 365 for Sales Request node to the Microsoft Dynamics 365 for Sales system.
15. On the Result tab, set the Output data location property to specify the location in the output message tree that will contain the data of the record that is created in Microsoft Dynamics 365 for Sales.
16. By default, request messages are validated against the request schema that was generated during connector discovery. You can turn off request validation or change the validation settings by using the Validation properties of the Microsoft Dynamics 365 for Sales Request node.
17. Save the message flow.