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Microsoft Dynamics 365 Customer Insights

Introduction

The Microsoft Dynamics 365 Customer Insights connector allows users to perform quick and seamless CRUD operations on important contacts and leads.

In order to achieve this the connector leverages its nine capabilities:

  1. Get Contact
  2. Create Contact
  3. Update Contact
  4. Delete Contact
  5. Get Lead
  6. Create Lead
  7. Update Lead
  8. Delete Lead
  9. Make Custom API Call

Setup

Resources

For information and setup help, see the following sections of the Microsoft Dataverse documentation: * Microsoft Dynamics 365 Documentation * Wep API Reference * Contact Entity Reference * Lead Entity Reference

Requirements

To use the connector, you will need: * Environment Name * Base URL * This connector property combines both Region + Base URL * E.g. crm.dynamics.com * Version * Tenant * Client ID * Client Secret * Grant Type

These properties can be found in your Microsoft Dynamics 365 client application.

Setting up the connector

Microsoft Dynamics 365 Connector General Settings:

  • Navigate to the Microsoft Dynamics 365 connector via the Connections tab in DaVinci.
  • Select New Connection in the upper right-hand corner
  • Search for the desired connector (in this case, Microsoft Dynamics 365 ).
  • Click on the Microsoft Dynamics 365 connector and add it to your connector list.
  • From here add in the Environment Name, Base URL, Version, Tenant, Client ID, Client Secret, and Grant Type from the Requirements section above.

Using the connector in a flow

You can use the Microsoft Dynamics 365 connector in a variety of use cases, such as:

  • Creating a new contact based on an interested party's information
  • Removing an inactive contact or lead
  • Retrieving important information in regards to a contact or lead
  • etc...

Note: When creating or updating Contacts or Leads, the optional birthdate property must be in ISO 8601 format (e.g., YYYY-MM-DD). Incorrect formatting or leaving it blank will result in an error.

Retrieving Information about a Contact

  1. Add the Microsoft Dynamics 365 Connector
    • Select the Get Contact capability
    • Fill the Contact Email text field with the email address of the desired contact
    • Click Apply

  2. Show Microsoft Dynamics 365 Results
    • Next add the HTTP connector
    • Select the Custom HTML Message capability.
    • Create a new Mesasge Title
    • Inside the Message text area, click the {} button and select the output variable from the Microsoft Dynamics 365 connector by clicking +.

Capabilities