Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales is a customer relationship management solution that's designed to improve how you interact and do business with your customers. This document describes how to connect IBM watsonx Orchestrate to Microsoft Dynamics 365 for Sales and use its skills on watsonx Orchestrate.

Connecting to Microsoft Dynamics 365 for Sales

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Connect to the app according to the credential type that you or your team want to use.

If you want to connect the app to the Orchestrate Agent skill set, skill sets from AI assistants, or the Team skill set with Team credentials, refer to Managing app connections.

If you want to connect to the app to the Personal skill set or the Team skill set with Member credentials, refer to Connecting to apps.

Configuring the connection on watsonx Orchestrate SaaS

To connect watsonx Orchestrate to Microsoft Dynamics 365 for Sales, complete the following steps:

  1. Click Connect app.
  2. You are prompted to enter the following connection details:
    • Service URL: The 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
    • API version: The API version to be used; for example: v9.1
  3. Click Connect app.
  4. In the Microsoft authentication page, set your Microsoft account email and click Next.
  5. Enter your Microsoft account password and click Sign in. With two-factor authentication, you are asked to approve the sign in.
  6. Check the Permissions requested and click Accept.
Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

Configuring the connection on watsonx Orchestrate on-premises

To connect watsonx Orchestrate to Microsoft Dynamics 365 for Sales, complete the following steps:

  1. Click Connect app.
  2. You are prompted to enter the following connection details:
    • Service URL: The URL provides a direct sign-in to the Microsoft Dynamics 365 online service; for example, "https://<organisation>.crm.dynamics.com" or "https://<organisation>.crm.microsoftdynamics.de".
    • API version (optional): A default API version is selected; for example: v9.1
    • Access token: Specify the access token generated from the application client ID and client secret.
    • Refresh token: Specify the refresh token generated from the application client ID and client secret.
    • Client ID: Specify the unique identifier generated after the Microsoft Azure app registration maps to the specific project requests.
    • Client secret: Specify the application client secret for a project-specific unique application client ID.
  3. Click Connect app.
Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

Permissions

To connect watsonx Orchestrate to Microsoft Dynamics 365 for Sales, you have to accept the following permission requests:

  • Access Common Data Service allows the application to access Common Data Service as you.

  • Maintain access to data you have given it access to allows the app to see and update the data you gave it access to, even when you are not currently using the app.

  • Sign you in and read your profile allows you to sign in to the app with your organizational account and let the app read your profile. It also allows the app to read basic company information.

By accepting these permissions you allow watsonx Orchestrate to use your data as specified in the Terms of Service and Privacy Statement. You can change these permissions here.

What to do next

After you connect to the app, you can use the Microsoft Dynamics 365 for Sales skills. For more information see, Using the chat.

To learn about the available skills, see List of prebuilt apps, skills and skill flows.

Parent topic:

→ Connecting to apps