Dynamics 365

Discover more about the Dynamics 365 connector and how to use it on the Digibee Integration Platform.

The Dynamics 365 connector enables integrations with the Microsoft Dynamics 365 CRM product. It allows you to query, create, update, or delete data stored in Dataverse, the database used by Dynamics 365 CRM.

Parameters

Configure the connector using the parameters below. Fields that support Double Braces expressions are marked in the Supports DB column.

General

Parameter	Description	Type	Supports DB	Default
Alias	Name (alias) for this connector’s output, allowing you to reference it later in the flow using Double Braces expressions. Learn more.	String	✅	dynamics-1
Fail on Error	If enabled, interrupts the pipeline execution when an error occurs. If disabled, execution continues, but the "success" property will be set to false.	Boolean	❌	N/A

Authentication

Dynamics API

Advanced Settings

Documentation

Supported operations

The Dynamics 365 connector supports operations that follow the REST standard. You can perform the following HTTP methods:

• GET: Retrieve records

• POST: Create new records

GET requests

When performing GET requests, the connector supports two query modes:

• OData: Enables straightforward data retrieval using URL-based queries.

• FetchXML: Allows advanced data retrieval through an XML-based query language similar to SQL.

These query modes are unavailable when the Entity ID parameter is provided.

POST requests

When performing POST requests, the connector provides two primary ways to define the record data:

• Body: Allows the user to manually insert a JSON containing the specific fields and their respective values.

• InteractMode: Automatically generates the available fields, allowing the user to simply provide the values for each one.