Active
This application does not need additional settings. So you can make connection only by using your login credentials or by following the instructions below .

Microsoft Dynamics 365 CRM

With Microsoft Dynamics 365 CRM app modules in Boost.space Integrator, you can search, create, update, retrieve, and delete records.

Getting Started with Microsoft Dynamics 365

Prerequisites:

Connect Microsoft Dynamics 365 to Boost.space Integrator

To connect your Microsoft Dynamics 365 app, you must obtain the client credentials and Tenant ID from the MS Azure Portal and insert them into Create a connection dialog with your Host URL.

  1. Log in to MS Azure Portal.

  2. Navigate to the Azure Active Directory service (61f1665478fe8.png ).

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  3. Copy the Tenant ID to a safe place.

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  4. Click Applications > New Registration and enter the following details and click Register.

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    Name

    Enter a name for the app.

    Supported account types

    Select the account type based on your preferences. If you are selecting the multitenant option,Accounts in any organizational directory (<your service> – Single tenant) , then the user establishing the connection will have to:

    • use the Tenant ID during the connection creation

    • be in the same Tenant ID

    Redirect URI (Optional)

    Select the following options:

    • Platform: Web

    • Redirect URI: https://integrator.boost.space/oauth/cb/microsoft-dynamics-365-crm

  5. The Client ID and Tenant ID details appear on the app screen. To add a client secret, click Add a certificate or secret.

    [Note] Note

    The Tenant ID is mandatory for single-tenant apps and optional for multi-tenant apps.

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  6. Click New client secret, enter a description, select the expiry period for the client secret, and click Add.

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  7. Copy the value to use as a Client Secret to a safe place.

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  8. Click API Permissions > Dynamics CRM , select permission, click Add Permission and click Grant Admin consent for.

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    You now have all the permission to connect to the app.

  9. Log in to your Boost.space Integrator account, add a Microsoft Dynamics 365 module scenario, and click the Add button next to the Connection field.

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  10. Enter the following details and click Save.

    Connection name

    Optional: Enter the name of your connection.

    Host

    Enter the Host URL without trailing slash/ ” and including HTTPS, https://<example>.cloudax.dynamics.com.

    Tenant ID

    Optional: Click Show Advanced Settings and enter the Tenant ID you have copied in step 3.

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    [Note] Note

    The Tenant ID is mandatory for single-tenant and optional for multi-tenant apps.

    Client ID

    Enter the Client ID copied in step 5.

    Client Secret

    Enter the secret value copied in step 7.

  11. Confirm the dialog by clicking the Accept button.

You have successfully established the connection. You can now edit scenario, add more Microsoft Dynamics 365 modules, and reauthorize your connection if required.

[Note] Note

If the Status Code Error: 401 error displays, the Host URL could be inserted with the trailing slash (remove the slash at the end of the URL), or there can be another mistake in the Create a connection dialog field.

Records

You can create, update, retrieve, search, and delete records with the following modules.

Watch Records

Triggers when a new record has been created.

Connection

Establish a connection to your Microsoft Dynamics 365 account.

Logical Name

Select or map the entity whose records you want to watch.

Limit

Set the maximum number of records Boost.space Integrator will return during one execution cycle. The default value is 2.

Create a Record

Creates a new record.

Connection

Establish a connection to your Microsoft Dynamics 365 account.

Logical Name

Select or map the entity for which you want to create the record. The entity property fields auto-populate based on your selection. For entity field descriptions, refer to MS Dynamics Web API Reference.

Update a Record

Updates an existing record.

Connection

Establish a connection to your Microsoft Dynamics 365 account.

Logical Name

Select or map the entity whose record details you want to update.

Record ID

Select or map the record whose details you want to update and edit the entity properties. For entity field descriptions, refer to MS Dynamics Web API Reference.

Get a Record

Retrieves an existing record.

Connection

Establish a connection to your Microsoft Dynamics 365 account.

Logical Name

Select or map the entity whose record details you want to retrieve.

Record ID

Enter the Record ID whose details you want to retrieve.

Search Records

Searches for records or lists them all.

Connection

Establish a connection to your Microsoft Dynamics 365 account.

Logical Name

Select or map the entity name whose records you want to search.

Filter

Enter the filter value to search the records that match the specified value. See the query data for available filters.

Select

Enter a comma-separated list of fields to search the records. See the query data for available fields.

Expand

Enter the fields you want to expand in the response. See the query data for available fields.

Order by

Enter the order for the response. See the query data for available fields.

Apply

By using $apply you can aggregate and group your data dynamically.

Limit

Set the maximum number of records Boost.space Integrator will return during one execution cycle. The default value is 10.

Delete a Record

Deletes an existing record.

Connection

Establish a connection to your Microsoft Dynamics 365 account.

Logical Name

Select or map the entity name whose records you want to delete.

Record ID

Enter the Record ID you want to delete.

Other

You can call APIs with the following module.

Make an API Call

Performs an arbitrary authorized API call.

[Note] Note

For the list of available endpoints, refer to the Microsoft Dynamics 365 API Documentation.

Connection

Establish a connection to your Microsoft Dynamics 365 account.

URL

Enter a path relative to your host URL. For example, /api/data/v9.2/WhoAmI.

Method

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don’t have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of use – Get a User

The following API call returns the logged-in user details from your account.

URL: /api/data/v9.2/WhoAmI

Method: GET

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The search matches can be found in the module’s Output under Bundle > Body. Our example returned specified user information:

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