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Dynamics Adaptor

About Microsoft Dynamics​

Microsoft Dynamics is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications. It helps organizations manage sales, customer service, marketing, operations, and more.

Integration Options​

1. Rest API: Dynamics offers a REST API that enables external applications to interact with its database and perform bulk operations. This option is ideal for applications requiring scheduled or bulk synchronization with Dynamics. Refer to the Dynamics REST API documentation for detailed guidelines on endpoints and payload formats.

2. Webhook: Webhook or Data Forwarding to push data from Dynamics to external systems (see docs). This option is suited for real-time, event-based data integration.

Authentication​

See Microsoft docs for the latest on supported authentication methods. When integrating with Dynamics via OpenFn, Access Token is supported. See this adaptor's Configuration docs for more on the required authentication parameters.

See platform docs on managing credentials for how to configure a credential in OpenFn. If working locally or if using a Raw JSON credential type, then your configuration will look something like this:

{
  "resource": "https://openfn.crm2.dynamics.com",
  "apiVersion": "8.2.0",
  "access_token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJSUzI1NiIsIng1dCI6IjlGWERwYmZNRlQyU3ZRdVhoODQ2WVR3RUlCdyIsI"
}
  1. Microsoft Dynamics Documentation
  2. Dynamics REST API Guide
  3. Webhooks Setup

Implementation Examples​

Comming soon!