How to use IBM App Connect with Microsoft Dynamics 365 for Sales

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 Connect > Applications and APIs page (previously the Catalog page) or flow editor. If necessary, work with your Microsoft Dynamics 365 for Sales administrator to obtain these values.

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. For more information, see Managing accounts.

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.

Accounts

Create account

Retrieve accounts

Update account

Update or create account

Delete account

Contacts

Create contact

Retrieve contacts

Update contact

Update or create contact

Delete contact

Invoices

Create invoice

Retrieve invoices

Update invoice

Update or create invoice

Delete invoice

Leads

Create lead

Retrieve leads

Update lead

Update or create lead

Delete lead

Orders

Create order

Retrieve orders

Update order

Update or create order

Delete order

Products

Create product

Retrieve products

Update product

Update or create product

Delete product

More items are available when you have connected App Connect to Microsoft Dynamics 365 for Sales.