Onify Blueprint: Index accounts from Dynamics 365 Sales

Microsoft Dynamics 365 Sales is a cloud-based CRM solution, purposely designed and built to support sales teams, and sits on the Microsoft Dynamics 365 Customer Engagement Platform. The solution allows businesses to qualify leads, manage sales opportunities, build relationships, structure and automate elements of the sales process and more.

In this Blueprint we show how we can index accounts from Dynamics 365 Sales using REST-API integration.

Requirements

• Onify Hub
• Camunda Modeler
• Dynamics 365 Sales

Included

• 1 x Flow

Setup

Microsoft

There are 2 parts to this setup

1. App registration (Registering an App in Active Directory). Please follow these instructions, section Register an App in Azure ( name the app Onify Web API instead ;-) )
2. Add CRM application user
   1. Go to https://admin.powerplatform.microsoft.com/environments/<ENVIRONMENTID>/appusers (where <ENVIRONMENTID> is your Dynamics 365 CRM environment id)
   2. Add your newly created app as a app user (and add appropriate security roles)

Onify

Add the following settings.

Key	Name	Value	Type	Tag	Role
azure_credentials	Microsoft Azure credentials	{ "tenant": "<TENANTID>", "client_id": "<CLIENTID>", "client_secret": "<CLIENTSECRET>"}	object	dynamics365, frontend	admin
dynamics365_url	Dynamics 365 CRM url	https://<ORGID>.<CRMNR>.dynamics.com	string	dynamics365, frontend	admin

Note: Creating settings via admin interface add a trailing _ in key. This is required for flow to work.

Test

1. Open the BPMN diagram in Camunda Modeler.
2. Deploy the BPMN diagram (click Deploy current diagram and follow the steps).
3. Run it (click Start current diagram).

Support

• Community/forum: https://support.onify.co/discuss
• Documentation: https://support.onify.co/docs
• Support and SLA: https://support.onify.co/docs/get-support

License

This project is licensed under the MIT License - see the LICENSE file for details.