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Microsoft Dynamics 365 integration

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  • The Microsoft Dynamics 365 integration allows you to perform operations on entities available in Microsoft Dynamics 365 from your OutSystems applications.

    Tables created as part of Dynamics 365 customer engagement apps, like Product or Opportunity, are only available if you have a Dynamics 365 license. Check Microsoft documentation for a list ot these tables.


    Verify the following:

    • You meet the general Integration Builder prerequisites.
    • The Microsoft Dynamics 365 integration deployed in your OutSystems development environment can make HTTPS outbound requests (port 443) to your Microsoft Dynamics 365 service.
    • You have a Microsoft account with Microsoft Dynamics 365 and Azure Administrator privileges. These admin privileges are required to access your Azure AD tenant and to create security roles and application users.

    Authorizing Integration Builder in your Microsoft account

    Follow the instructions provided in Creating and using an integration. You must authorize Integration Builder to access your data in Microsoft Dynamics 365 through your Microsoft account.

    Authorizing Integration Builder to access your Microsoft account data

    Integration Builder uses this authorization to obtain the available objects for building a Microsoft Dynamics 365 integration.

    Additionally, when you're creating a connection, Integration Manager connects to Integration Builder, requesting the creation of an Azure app and other related objects. This operation uses the same authorization, since only Integration Builder has the access tokens for this authorization.

    About environment instances

    If you have several Microsoft Dynamics 365 environment instances in your Microsoft account, Integration Builder asks you which environment you want to use when connecting to Microsoft Dynamics 365.

    According to Microsoft, an environment instance in Microsoft Dynamics 365 is "a space to store, manage, and share your organization's business data, apps, and flows". When you're creating a Microsoft Dynamics 365 integration, Integration Builder registers an Azure application in the environment you choose.

    Authorizing a Microsoft Dynamics 365 connection

    Microsoft Dynamics 365 integrations generated with Integration Builder use a certificate to authenticate requests done at runtime, using the connection you configured.

    Request authentication is handled transparently when you call Server Actions exposed by the service module (the module with a "_IS" suffix, by default). The Server Actions obtain the certificate info from the connection that you previously associated with the integration in Integration Manager. Therefore, you don't need to provide any authentication information as input parameters.

    If you have administrator permissions in Azure Active Directory

    Integration Builder registers an app with Azure AD at the request of Integration Manager. When you create a connection, Integration Manager requests Integration Builder to create and associate a certificate with this app, saving the certificate details in an encrypted way as part of the connection information.

    If you don't have administrator permissions in Azure Active Directory

    Creating a connection without administrator credentials requires parameters from the Azure AD platform. The Azure AD account administrator needs to create a new Azure app to obtain these parameters.

    Integration Builder can send an email to the administrator requesting the information you need. The email includes a unique authorization certificate, and instructions on how the administrator proceeds.

    Once you receive the information, enter it into Integration Builder, and select Create connection.

    Editing a connection in Integration Manager

    Each connection to Microsoft Dynamics 365 you create in Integration Manager is tied to an application registered in Azure AD. To edit the connection, you must use a Microsoft account that has access to Azure AD and must authorize Integration Builder to connect on this user's behalf.

    This authorization is only valid for a specific user. If another user wants to edit a connection or integration, they also need to authorize Integration Builder.

    Use the integration in Service Studio

    For more information, see how to use the integration in Service Studio.

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