Microsoft Dynamics 365

Get started with the Microsoft Dynamics 365 connector!

Description

Microsoft is a software corporation that develops, manufactures, licenses, supports, and sells a range of software products and services.

Connector Details

NameValue
PlatformMicrosoft Dynamics 365
Auth TypeOAuth
DirectionBidirectional
Unified SchemaSupported in Sales Unified Schema

Supported Data

See the table below for the list of data you can read with the Microsoft Dynamics 365 connector.

Table NameFields
accounts
overriddencreatedon, territorycode, address1_postofficebox, openrevenue, _modifiedbyexternalparty_value, marketcap, _msdyn_segmentid_value, address1_name, emailaddress3, address1_telephone3, address2_county, createdon, numberofemployees, address1_line2, address2_telephone3, yominame, address1_telephone1, address2_fax, ownershipcode, timezoneruleversionnumber, primarysatoriid, address2_freighttermscode, _masterid_value, address1_telephone2, marketingonly, address2_latitude, aging60_base, telephone1, aging90, openrevenue_date, emailaddress1, timespentbymeonemailandmeetings, tickersymbol, address2_shippingmethodcode, opendeals, address2_telephone1, address2_name, statecode, address1_stateorprovince, address1_line3, industrycode, aging30_base, accountratingcode, _owningbusinessunit_value, importsequencenumber, paymenttermscode, donotfax, businesstypecode, address2_line3, openrevenue_base, msdyn_gdproptout, donotphone, onholdtime, _ownerid_value, _modifiedonbehalfby_value, entityimage, _msdyn_accountkpiid_value, ftpsiteurl, shippingmethodcode, stockexchange, revenue, address2_line1, _owningteam_value, aging60, participatesinworkflow, _defaultpricelevelid_value, address2_addressid, donotpostalmail, _slaid_value, address2_addresstypecode, _transactioncurrencyid_value, donotbulkemail, merged, aging30, entityimage_url, sharesoutstanding, accountcategorycode, _owninguser_value, stageid, versionnumber, preferredappointmenttimecode, address2_utcoffset, donotsendmm, aging90_base, fax, opendeals_state, address1_fax, _originatingleadid_value, exchangerate, address1_city, description, address2_stateorprovince, _preferredserviceid_value, address1_country, donotemail, address1_composite, _slainvokedid_value, address1_primarycontactname, accountid, statuscode, traversedpath, address2_longitude, processid, _msdyn_salesaccelerationinsightid_value, address2_postalcode, _modifiedby_value, address1_shippingmethodcode, _createdby_value, entityimage_timestamp, address1_upszone, address2_primarycontactname, primarytwitterid, customertypecode, name, address2_postofficebox, address1_latitude, address2_city, openrevenue_state, _primarycontactid_value, address1_freighttermscode, address1_longitude, customersizecode, telephone2, address1_addresstypecode, donotbulkpostalmail, lastusedincampaign, _preferredsystemuserid_value, teamsfollowed, creditlimit_base, telephone3, address1_addressid, websiteurl, accountclassificationcode, address2_composite, utcconversiontimezonecode, _createdbyexternalparty_value, sic, _preferredequipmentid_value, creditlimit, lastonholdtime, address2_line2, address1_line1, opendeals_date, creditonhold, preferredappointmentdaycode, entityimageid, accountnumber, _territoryid_value, followemail, modifiedon, address1_county, marketcap_base, address2_upszone, address2_country, _createdonbehalfby_value, address1_utcoffset, emailaddress2, _parentaccountid_value, preferredcontactmethodcode, revenue_base, address2_telephone2, address1_postalcode
campaigns
entityimage_url, budgetedcost_base, expectedresponse, message, stageid, createdon, _createdonbehalfby_value, _modifiedby_value, othercost_base, campaignid, exchangerate, entityimage, _owninguser_value, _ownerid_value, traversedpath, processid, totalactualcost, description, typecode, name, statuscode, modifiedon, importsequencenumber, msdyn_gdproptout, othercost, versionnumber, _owningbusinessunit_value, statecode, codename, totalactualcost_base, entityimage_timestamp, overriddencreatedon, expectedrevenue_base, timezoneruleversionnumber, actualstart, _transactioncurrencyid_value, proposedstart, _owningteam_value, _createdby_value, objective, tmpregardingobjectid, _pricelistid_value, promotioncodename, expectedrevenue, utcconversiontimezonecode, totalcampaignactivityactualcost, actualend, budgetedcost, proposedend, totalcampaignactivityactualcost_base, istemplate, _modifiedonbehalfby_value, emailaddress, entityimageid
contacts
spousesname, emailaddress3, address3_telephone3, entityimage_timestamp, address2_shippingmethodcode, mobilephone, _preferredserviceid_value, address3_shippingmethodcode, address3_postalcode, annualincome, fax, telephone3, address1_primarycontactname, address3_city, lastonholdtime, address2_stateorprovince, _createdby_value, address2_line1, assistantphone, lastusedincampaign, address3_freighttermscode, pager, employeeid, address1_latitude, _parentcustomerid_value, managername, birthdate, address1_name, department, msdyn_gdproptout, address3_country, address2_telephone1, address2_latitude, territorycode, timezoneruleversionnumber, address2_postalcode, versionnumber, businesscardattributes, _owninguser_value, suffix, merged, _masterid_value, _createdonbehalfby_value, address3_postofficebox, business2, address3_county, address1_freighttermscode, customertypecode, address3_addresstypecode, address1_longitude, address1_addresstypecode, address2_primarycontactname, statuscode, yomifullname, aging90_base, _accountid_value, address3_primarycontactname, familystatuscode, home2, address3_addressid, _createdbyexternalparty_value, _originatingleadid_value, aging60, statecode, address2_freighttermscode, address1_composite, telephone2, yomimiddlename, _modifiedonbehalfby_value, address2_addresstypecode, educationcode, msdyn_orgchangestatus, address1_telephone3, followemail, preferredcontactmethodcode, importsequencenumber, gendercode, address2_line2, annualincome_base, creditlimit_base, aging60_base, address3_line1, address1_county, _owningbusinessunit_value, jobtitle, entityimageid, processid, address1_telephone2, description, address1_fax, paymenttermscode, address3_line2, address1_addressid, _slaid_value, donotpostalmail, address2_utcoffset, websiteurl, exchangerate, aging30_base, callback, emailaddress2, address2_line3, managerphone, preferredappointmentdaycode, overriddencreatedon, firstname, address1_telephone1, address3_composite, address3_fax, childrensnames, _owningteam_value, numberofchildren, subscriptionid, _msdyn_contactkpiid_value, aging90, donotbulkpostalmail, emailaddress1, donotbulkemail, customersizecode, address1_city, preferredappointmenttimecode, address3_latitude, _msdyn_segmentid_value, _transactioncurrencyid_value, entityimage, businesscard, _modifiedbyexternalparty_value, address3_name, participatesinworkflow, leadsourcecode, ftpsiteurl, address1_shippingmethodcode, _modifiedby_value, teamsfollowed, _preferredsystemuserid_value, address2_telephone2, _slainvokedid_value, address3_utcoffset, address3_stateorprovince, address3_telephone1, nickname, address1_postofficebox, _preferredequipmentid_value, assistantname, address2_country, modifiedon, externaluseridentifier, address2_name, stageid, creditonhold, address3_longitude, onholdtime, address2_telephone3, donotfax, donotphone, address3_upszone, contactid, aging30, address2_upszone, address1_upszone, creditlimit, accountrolecode, traversedpath, address1_utcoffset, address1_postalcode, salutation, utcconversiontimezonecode, yomilastname, governmentid, fullname, address1_stateorprovince, address2_postofficebox, donotsendmm, address2_longitude, address1_country, lastname, address2_city, donotemail, company, address1_line2, address3_telephone2, yomifirstname, telephone1, address1_line1, address2_addressid, isbackofficecustomer, address2_county, shippingmethodcode, anniversary, marketingonly, _ownerid_value, _parentcontactid_value, haschildrencode, address2_fax, address2_composite, createdon, entityimage_url, address1_line3, _defaultpricelevelid_value, middlename, address3_line3, timespentbymeonemailandmeetings
leads
followemail, telephone2, lastusedincampaign, description, address2_telephone1, address1_latitude, msdyn_salesassignmentresult, businesscardattributes, modifiedon, createdon, address2_latitude, merged, traversedpath, msdyn_scorereasons, firstname, lastname, timespentbymeonemailandmeetings, revenue, address1_upszone, salesstagecode, businesscard, schedulefollowup_qualify, _owningteam_value, processid, address2_addressid, _slainvokedid_value, evaluatefit, address2_country, address1_telephone1, exchangerate, industrycode, budgetstatus, address2_name, teamsfollowed, msdyn_leadscoretrend, _accountid_value, lastonholdtime, _createdby_value, salesstage, address1_utcoffset, onholdtime, address1_fax, address2_city, _slaid_value, jobtitle, emailaddress2, msdyn_leadscore, _parentcontactid_value, stageid, participatesinworkflow, budgetamount_base, estimatedamount, salutation, address1_stateorprovince, leadsourcecode, utcconversiontimezonecode, address1_composite, schedulefollowup_prospect, address2_county, address2_stateorprovince, address2_addresstypecode, _masterid_value, _parentaccountid_value, fullname, donotemail, telephone3, msdyn_scorehistory, address1_city, _modifiedonbehalfby_value, numberofemployees, donotfax, _createdonbehalfby_value, statecode, _originatingcaseid_value, entityimage_timestamp, address1_addressid, purchaseprocess, qualificationcomments, revenue_base, msdyn_gdproptout, address1_name, address2_line3, emailaddress3, address1_addresstypecode, _relatedobjectid_value, decisionmaker, pager, yomicompanyname, address2_upszone, address1_line2, yomifullname, address2_composite, mobilephone, timezoneruleversionnumber, _modifiedby_value, address1_line1, initialcommunication, address1_postalcode, confirminterest, prioritycode, statuscode, _msdyn_leadkpiid_value, overriddencreatedon, middlename, address1_telephone2, address2_telephone3, _owningbusinessunit_value, entityimage, _ownerid_value, address1_county, donotbulkemail, yomilastname, address1_shippingmethodcode, address1_country, address1_telephone3, fax, _campaignid_value, leadqualitycode, versionnumber, donotsendmm, address1_longitude, websiteurl, _owninguser_value, leadid, address1_line3, address2_postofficebox, yomimiddlename, _msdyn_predictivescoreid_value, address2_shippingmethodcode, address2_line1, _qualifyingopportunityid_value, address2_longitude, purchasetimeframe, address2_telephone2, entityimage_url, estimatedclosedate, companyname, address2_line2, address1_postofficebox, importsequencenumber, estimatedamount_base, subject, _customerid_value, address2_utcoffset, yomifirstname, preferredcontactmethodcode, _contactid_value, sic, estimatedvalue, donotphone, entityimageid, budgetamount, donotpostalmail, msdyn_leadgrade, emailaddress1, address2_postalcode, telephone1, address2_fax, _transactioncurrencyid_value, _msdyn_segmentid_value, need
opportunities
freightamount_base, decisionmaker, stepname, _createdby_value, msdyn_forecastcategory, totaltax_base, budgetamount, name, statuscode, pursuitdecision, _createdonbehalfby_value, identifycompetitors, purchasetimeframe, need, exchangerate, confirminterest, msdyn_opportunitygrade, completefinalproposal, captureproposalfeedback, lastonholdtime, description, _transactioncurrencyid_value, quotecomments, identifypursuitteam, totallineitemdiscountamount, totallineitemamount_base, developproposal, estimatedvalue, msdyn_similaropportunities, traversedpath, _parentaccountid_value, presentproposal, msdyn_gdproptout, modifiedon, _accountid_value, customerneed, _msdyn_predictivescoreid_value, salesstage, totalamountlessfreight, timespentbymeonemailandmeetings, prioritycode, statecode, discountamount, teamsfollowed, totaltax, estimatedvalue_base, versionnumber, _pricelevelid_value, _owningbusinessunit_value, msdyn_opportunityscore, processid, evaluatefit, _msdyn_segmentid_value, _slaid_value, _customerid_value, totallineitemamount, _modifiedby_value, _contactid_value, scheduleproposalmeeting, timezoneruleversionnumber, pricingerrorcode, _owningteam_value, schedulefollowup_qualify, _modifiedonbehalfby_value, overriddencreatedon, totaldiscountamount_base, timeline, purchaseprocess, importsequencenumber, stageid, totalamount, proposedsolution, msdyn_opportunityscoretrend, msdyn_scorehistory, salesstagecode, identifycustomercontacts, currentsituation, msdyn_scorereasons, freightamount, finaldecisiondate, resolvefeedback, filedebrief, _msdyn_opportunitykpiid_value, actualvalue_base, completeinternalreview, onholdtime, qualificationcomments, totallineitemdiscountamount_base, initialcommunication, utcconversiontimezonecode, participatesinworkflow, schedulefollowup_prospect, opportunityid, _parentcontactid_value, budgetstatus, isrevenuesystemcalculated, sendthankyounote, _slainvokedid_value, totalamount_base, actualvalue, budgetamount_base, _campaignid_value, totalamountlessfreight_base, actualclosedate, _ownerid_value, discountamount_base, _owninguser_value, discountpercentage, emailaddress, opportunityratingcode, presentfinalproposal, createdon, stepid, skippricecalculation, _originatingleadid_value, totaldiscountamount, customerpainpoints, estimatedclosedate, closeprobability
salesorders
paymenttermscode, entityimage, _pricelevelid_value, ordernumber, _createdonbehalfby_value, skippricecalculation, lastonholdtime, entityimageid, totallineitemdiscountamount, emailaddress, modifiedon, traversedpath, ispricelocked, processid, freightamount, billto_name, billto_addressid, billto_line1, shipto_name, importsequencenumber, name, billto_telephone, discountamount_base, freightamount_base, billto_line2, freighttermscode, shipto_contactname, shipto_postalcode, statecode, shipto_freighttermscode, versionnumber, _owningteam_value, totallineitemdiscountamount_base, discountamount, _campaignid_value, utcconversiontimezonecode, shipto_stateorprovince, shipto_line3, shipto_fax, _accountid_value, totalamount, entityimage_url, totaltax_base, onholdtime, _createdby_value, billto_city, totalamount_base, lastbackofficesubmit, shipto_addressid, billto_postalcode, totallineitemamount_base, billto_line3, pricingerrorcode, _customerid_value, submitdate, shipto_country, shippingmethodcode, discountpercentage, submitstatusdescription, salesorderid, requestdeliveryby, _quoteid_value, entityimage_timestamp, prioritycode, _transactioncurrencyid_value, _contactid_value, shipto_line1, _opportunityid_value, _slainvokedid_value, billto_fax, _owningbusinessunit_value, billto_stateorprovince, description, statuscode, _modifiedby_value, timezoneruleversionnumber, totalamountlessfreight, shipto_telephone, totaldiscountamount_base, exchangerate, _modifiedonbehalfby_value, datefulfilled, billto_composite, totaldiscountamount, shipto_composite, totallineitemamount, overriddencreatedon, stageid, createdon, billto_contactname, shipto_city, _ownerid_value, totalamountlessfreight_base, _owninguser_value, _slaid_value, willcall, shipto_line2, totaltax, submitstatus, billto_country
systemusers
msdyn_gridwrappercontrolfield, azurestate, organizationid, defaultodbfoldername, address1_stateorprovince, applicationid, address1_upszone, lastname, address1_latitude, address1_shippingmethodcode, versionnumber, address1_utcoffset, _createdonbehalfby_value, homephone, address2_latitude, governmentid, salutation, address2_longitude, _createdby_value, isemailaddressapprovedbyo365admin, overriddencreatedon, address1_telephone3, mobilephone, address2_fax, preferredaddresscode, address2_city, address1_addressid, address1_name, address2_stateorprovince, address2_line2, userpuid, firstname, passporthi, address2_name, _territoryid_value, address2_shippingmethodcode, disabledreason, address1_postofficebox, azuredeletedon, defaultfilterspopulated, employeeid, msdyn_isexpertenabledforswarm, setupuser, entityimage_timestamp, internalemailaddress, _modifiedby_value, address1_county, _businessunitid_value, address1_telephone1, invitestatuscode, msdyn_botendpoint, entityimageid, address2_line3, userlicensetype, incomingemaildeliverymethod, deletedstate, skills, msdyn_botdescription, address1_addresstypecode, outgoingemaildeliverymethod, address2_postalcode, passportlo, msdyn_capacity, importsequencenumber, modifiedon, sharepointemailaddress, yammeruserid, address1_longitude, address1_composite, _queueid_value, stageid, isintegrationuser, personalemailaddress, utcconversiontimezonecode, address2_telephone2, preferredemailcode, address2_composite, preferredphonecode, _mobileofflineprofileid_value, windowsliveid, address1_line1, yomimiddlename, entityimage, islicensed, emailrouteraccessapproval, _calendarid_value, address1_line3, address2_country, msdyn_botsecretkeys, fullname, azureactivedirectoryobjectid, systemuserid, entityimage_url, address1_line2, address2_upszone, address1_city, msdyn_gdproptout, _positionid_value, address2_line1, nickname, _siteid_value, _transactioncurrencyid_value, address2_telephone1, middlename, isdisabled, _defaultmailbox_value, address1_postalcode, _parentsystemuserid_value, mobilealertemail, timezoneruleversionnumber, identityid, photourl, _msdyn_defaultpresenceiduser_value, traversedpath, address2_county, address1_fax, yomifirstname, address2_telephone3, address2_utcoffset, yomilastname, displayinserviceviews, yomifullname, msdyn_usertype, address2_addresstypecode, createdon, accessmode, yammeremailaddress, _modifiedonbehalfby_value, exchangerate, issyncwithdirectory, jobtitle, address2_postofficebox, caltype, address2_addressid, processid, applicationiduri, title, address1_telephone2, address1_country, domainname
transactioncurrencies
_createdonbehalfby_value, isocurrencycode, _createdby_value, statuscode, _organizationid_value, currencyname, overriddencreatedon, _modifiedonbehalfby_value, entityimage, entityimageid, exchangerate, currencysymbol, entityimage_url, createdon, currencyprecision, modifiedon, entityimage_timestamp, transactioncurrencyid, statecode, importsequencenumber, versionnumber, _modifiedby_value

Credentials Setup

Follow the steps below to get the credentials you need to use the Microsoft Dynamics 365 connector.

The first thing that you need to do to get your Microsoft Dynamics 365 CRM OAuth credentials is to login to the Azure portal using an account with administrator permission. If you do not have an Azure account, you can create learn how to create one here.

Once in the Azure Portal, select the Azure Active Directory in the left pane and select App registrations and click on New registration.

In the Register an application page, enter your application's registration information!

Firstly, in the name Section enter your company's name. Then select Accounts in any organizational directory option from the Supported account types section.

Set the Redirect URI to

https://hotglue.xyz/callback

Click on Register to create the application.

On the app Overview page, hover over Application (client) ID value, and select the Copy icon to copy the value as you'll need to specify this in your application's authentication code or app.config file where appropriate.

Select Manifest tab, in the manifest editor, set the allowPublicClient* property to true and click on Save.

Select the API permissions tab and then go ahead and click on the Add a permission button.

Search for and choose Dataverse under the APIs my organization uses tab. If Dataverse is not found, then search for Common Data Service".

πŸ“˜

Tip

If you are presented with more than one Common Data Service item in the search list, choose any one of them. In the next step the service name and URL will be shown. At that point you can go back to the API search and choose a different Dataverse list item if needed.

Click on Delegated permissions and check the options and click on Add permissions. This will wrap up registering your app in the Azure Active Directory!

Now you can insert the client id and client secret pair into your hotglue Microsoft Dynamics 365 source settings.