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

Note: Some app connections require you to allow pop-up windows and redirects in your browser for validation. If you're having trouble connecting to an app, check the address bar to see whether you must turn off popup and redirect blocking.
Important:
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.

An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.

Connect to the app through the skill catalog when you add that skill to your skill set:

  1. On the watsonx Orchestrate chat page, click Add skills from the catalog.
  2. Search and click the app tile.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:

  1. Open the watsonx Orchestrate chat.
  2. On the chat, start the skill.
  3. Click Connect app.
  4. Configure the connection. For more information, see Configuring the connection.
  5. Click Connect app.

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 in IBM Cloud Pak for Data

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 app’s skills. For more information see, Using the chat. To know what skill you can use, see the skills and skill flow column of List of prebuilt apps, skills and skill flows.

Parent topic:

→ Prebuilt apps