Connector Microsoft Dynamics

This connector enables you to connect to Microsoft Dynamics 365 CRM.

Data In/Data Out

Data In	N/A
Data Out	Output CSV file will be named as specified in the Endpoint and Extract All sections. All data queried will be output into CSV tables in `data/out/tables` folder.

Learn more: about the folder structure here.

Requirements

It is needed to generate a token, Client ID and Client Secret to access the account.

Parameters

It is recommended to use the JSON mode of the form.

Auth

Client ID (required)	Client ID needs to be generated in the Microsoft application. The Client ID name that was used. Client ID needs to be generated in the Microsoft application. Learn more: about Client ID here
Client Secret (required)	Client Secret needs to be generated in the Microsoft application. The Client Secret is obtained upon registering your app here.
Redirect URI (required)	It is the location where the authorization server sends the user once the app has been successfully authorized and granted an authorization code or access token. Learn more: about Redirect URI, please refer to this article.
Resource (required)	The URL of your CRM Instance. The URL should look like `https://<my-company>.crmX.dynamics.com/`
Refresh Token (required)	Refresh tokens are the credentials that can be used to acquire new access tokens. Follow the procedure here to obtain the refresh token.

Extract by modified on

Hours Back (required)	The number of hours for which history will be downloaded. Hours Back can be set to a value of “infinity” to download the whole history. Otherwise, it can be specified to the particular number of hours.
Endpoint (required)	This describes the entity you want to download from the CRM. You can choose to download only a few hours/ days/ weeks of data.
Tablename (required)	Specify table name. Otherwise, it will be fetched from the `Endpoint` Specify table name to load particular table. Otherwise, the content will be derived from the specified endpoint. E.g. `accounts?$select=acccountid,foo,bar` becomes accounts (table name as everything before the first ?)
Primary Key (required)	Primary key indicates which column from the downloaded table (endpoint) is unique (used as primary key).

Extract all

Endpoint (required)

This describes the entity you want to download from the CRM and it will download the whole table.

Learn more: How to query data here.

Tablename (optional)

Name of table to extract.

The form for this component is complicated, so it’s best to switch to JSON mode.

Below is an example configuration that downloads all incident reports, contacts updated in the last 72 hours and gender optionsets (a key-value pair describing possible gender values for contact entity). To get a list of all endpoints/entities in your CRM see this.

{
"parameters": {
"auth": {
"client_id": "{{CRM_CLIENT_ID}}",
"#client_secret": "{{#CRM_CLIENT_SECRET}}",
"redirect_uri": "{{CRM_REDIRECT_URI}}",
"resource": "{{CRM_RESOURCE}}",
"#refresh_token": "{{#CRM_REFRESH_TOKEN}}"},
"extract_all": [{"endpoint": "incidents",
"primary_key": ["incidentid"]}],
"extract_by_modifiedon": {
"hours_back": "72",
"endpoints": [{"endpoint": "contacts",
"primary_key": ["contactid"]}]},
"extract_option_set": 
[
{"entity": "contact","attribute": "gendercode","tablename": "gendercode_optionset"}
] 
}
}