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Dynamics 365 – Connection

Estimated reading time: 5 min
Microsoft Dynamics 365 banner

Microsoft Dynamics 365 is a suite of business applications that combines customer relationship management (CRM) and enterprise resource planning (ERP) capabilities. It helps organizations manage various aspects of their operations, from sales and customer service to financial management and supply chain logistics. The platform provides tools to enhance business processes, offering both flexibility and scalability.

When integrated with Wiresk, Dynamics 365 enables the automation and coordination of different business functions.

For example, sales teams can gain insights from customer interactions through data stored in the CRM, while financial and inventory data from the ERP system can be used for more efficient management across departments.

Before connecting your Microsoft Dynamics to Wiresk you will need:
✔︎ A Microsoft account, you can create an account here.
✔︎ An Azure Active Directory account, refer to Microsoft Azure
✔︎ An Azure Active Directory Tenant, refer to Azure Active Directory Tenant
✔︎ A Microsoft Dynamics 365 CRM subscription.

There are two ways to connect your app to Wiresk:

  • In “My apps” section, where you can manage your connections (select or create your group first to get access to this section, refer to the Group system ).
  • While building your Flow, you can easily establish a connection to your app directly within the Flow builder. This can be done during the setup of either a Trigger or a Method.

In this documentation, we will explain how to create a connection in “My apps” section, it is essentially the same as when creating it on-the-go.

Prerequisite:You must create a connection to your Microsoft account beforehand.Connect to your Microsoft Azure Portal to gather information needed to create a connection.

On the MS Azure Portal, select Microsoft Entra ID

Screenshot of Microsoft Azure welcome page. Red arrow shows to click on Microsoft Entra ID.

On the Overview page, The Tenant ID is displayed.

Remember the Tenant ID for future reference.
Screenshot Entra ID overview page. Red arrows point to Tenant ID and Add application registration.

On the bottom page of the overview page, select Add application registration

Screenshot of registration application page, arrows shows how to fill it, add name, enter the redirect URI.

Give a name to the App, we will named it “Wiresk”

For the support account types, select “Accounts in any organizational directory (Any Microsoft Entra ID tenant – Multitenant)”

Enter the Redirect URI: Web | https://api.wiresk.com/api/auth/callback

Then, click on Register button.

On your Wiresk app overview screen, your App ID and tenant ID are displayed.

Screenshot of application overview, arrows shows the application ID and the link to get the app secret.
Remember the App ID for future reference.

From the step before, click on the link next to “client credentials” or on the left side bar menu “Certificates & Secrets”

Screenshot of certificates & secrets pages. Red arrows shows to click on new client secret, then enter descriptions, expires, and click on Add button.
  1. Select New client secret
  2. Write the client’s description or name
  3. Select the client secret expiration period. It is strongly advised to set the maximum period which is 2 years. This will prevent you from having to renew it too quickly.
  4. Click on Add button
Screenshot of Microsoft client secret of Wiresk test client. it shows the description, expires, value and secret ID fields.
The “Value” field, represents your App secret, remember the App secret for future reference.
Screenshot of Microsoft API permissions page.Numbered red arrows are pointing to different location on the screen. It shows how to set up the api permissions for Microsoft applications that is required for Wiresk connection.
  1. Select API permissions
  2. Click on add a permission
  3. Select the Microsoft app that you want to set permissions, in our case choose Dynamics CRM
Screenshot of Request API permissions page for Dynamics CRM. Red arrows points to check the specific permission then add permissions button.
  1. Select the available permission
  2. Click on add permissions

Repeat the same steps to add permissions for other Microsoft apps (useful if you use other Microsoft apps like Power Bi or Graph).

Now that you have in hand the Tenant ID, the App ID, and the App Secret, lets create a Microsoft connection.

On the left panel of Wiresk user interface, go to “My apps” and click on the (+) button. 

Search “Microsoft” in the search field or scroll down the list of apps and choose the Microsoft icon.

Screenshot of Wiresk add apps screen. Red arrows shows where to search for Microsoft app. one arrow point to Microsoft icon.

There are 2 types of connections available:

  • Client Credentials connection
  • OAuth connection
Screenshot of Add apps screen, this show the setting for Microsoft connection with numbered red arrows pointing to different fields.

1 – Give a name to your connection, here we will name it “Microsoft OAuth”

2 – Select the OAuth connect button

3 – Enter your Tenant ID (Mandatory for work or school account) that you saved from How to get the Tenant ID

4 – Enter your App ID from Get the App ID

5 – Enter your App secret “value” from How to get the App Secret

6 – Select Microsoft application for the authorization (don’t forget to set the API permissions for those applications):

  • Select a single Microsoft app for specific functionality, in our case, for Dynamics, please select Microsoft Business Central.
  • Grant access to all Microsoft apps for this connection, allowing broader use of your account.

7 – Click on Authorize button

You will be redirected to Microsoft “Pick an account” page, select your connected account or choose another one.

Screenshot of Microsoft pick an account. shows account that was previously connected or use another account button.

Then you will be asked to give permissions to Wiresk, click on Accept button and you will be redirected to the connection screen.

Screenshot of Microsoft permissions screen for Wiresk. show button accept with a red arrow pointing to it.

Save the connection for Microsoft dynamics connection.

Screenshot Wiresk add apps screen. it shows the setting for Microsoft Client Credentials connection type. numbered red arrows are pointing to specific fields like name, tenant id, app id, app secret, and button create app.

1 – Name your connection, for example, “Microsoft Client Credentials”

2 – Select Client Credentials connection type

3 – Enter your Tenant ID that you saved from How to get the Tenant ID

4 – Enter your App ID from Get the App ID

5 – Enter your App secret “value” from How to get the App Secret

6 – Create your Microsoft connection by clicking on the “Create App” button, then you can use this connection for Dynamics connection.

Go to “My apps” and click on the (+) button. 

Search “Dynamics” in the search field or scroll down the list of apps and choose the MS Dynamics icon.

Screenshot of Dynamics connection app screen in Wiresk. Numbered red arrows point to fields for the settings, name, dynamics URL, Microsoft Connection.

After successfully creating a Microsoft connection as a prerequisite (connection by OAuth or Client Credentials), you can now establish a connection to Dynamics 365 CRM. Follow these steps to complete the process.

1 – Name your connection, for example “Dynamics”

2 – Select the Microsoft Connection type that you previously created

3 – Enter your Dynamics URL

Go to your Microsoft 365 app page> Click on the Dynamics 365 app. You will be redirected to your Microsoft Dynamics 365 CRM page. After that, go to your browser address bar and copy the link address (from the beginning and stop at the /main.aspx/ ). For example, if your URL is https://crm.example.dynamics.com/main.aspx. You should copy “https://crm.example.dynamics.com” and paste it in the Dynamics URL.

4 – Select your Microsoft connection

5 – Click on “Create App” button, Voila! Your Microsoft Dynamics 365 CRM is now Connected to Wiresk.

Now that MS Dynamics 365 CRM is linked to Wiresk, you’re ready to start building Flows.

How to create a Flow ↓

A – Create a Flow

Select your Group, then on the Flow management screen click on “Create Flow”.

Animated image GIF, shows where to click to create a Flow in Wiresk. first select a group then click on create Flow.

B – Select the Trigger

Flows can be executed by multiple Triggers, depending on the desired workflow. For example, you could use scheduled Triggers with different recurrence rules alongside a Webhook Trigger for immediate, event-driven runs of the Flow. If you choose to “Run Once“, the Flow will execute using only one Trigger and its sample data.

On the new screen, name the Flow that you want to create.

Add your Trigger by clicking on the red plus (+) button.

Screenshot Flow creation screen, Red arrows shows where to name the Flow and add a Trigger.

On the Trigger selection screen, search your app or select it from the list below the screen.

Screenshot of Trigger search and selection. White background, arrows that point to search field and all app list.

On the new screen, select your specific Trigger then configure it settings. Refer to MS Dynamics 365 CRM settings.

As mentioned in “How to connect your app to Wiresk” above, during your Trigger settings, you can create a new connection to your apps at this stage.

Check here for a Tutorial step-by-step on how to create a Flow.

C – Add an HTTP Trigger to your Flow

An HTTP Trigger allows you to manually activate your Flows.

Common Use Cases for Manual Triggers:

  • One-time tasks: For tasks that only need to be performed once, like sending a specific notification or updating a database record.
  • Ad-hoc actions: For actions that need to be triggered on demand, without relying on scheduled events or data changes.
  • Testing and debugging: For testing and debugging Flows without relying on external events or conditions.

Click on the red plus button (+) again to add a Trigger for testing your Flow, then click on the button “HTTP Trigger”.

Screenshot of Wiresk HTTP Trigger selection. in manual configuration section, an arrow point to HTTP Trigger.

Write a description and select your API key or create a new one.

What’s an API key?

It is a unique identifier used to authenticate and authorize access to an application (API). It acts as a secure token for Wiresk to communicate with your connected application and services.

Screenshot of HTTP Trigger setting screen. Arrows shows fields that need to be filled and selected for the settings. User need to add a description, select or create an API key.

Click on save. Now you can use your HTTP Trigger to Manually run your Flow.

D – Add a Method to your Flow

The Method will perform a specific task on a particular app or service you’ve connected to Wiresk like get info or send emails.

You can add at least 1 or multiple Methods for complex Flows (a maximum of 255 Methods).

On the Flow builder screen, click on the plus button (+) next to the Trigger icon.

Screenshot of Wiresk Flow Builder, showing Trigger icon and arrow pointing to a plus button. This button is use to add Methods in Wiresk.

Search or scroll down to select your apps Methods. Refer to MS Dynamics 365 CRM settings.

E – Add Wiresk Tools to your Flow

If you want to build a complex Flow, Wiresk offers a selection of tools at your disposal. Refer to Wiresk’s Tools

To add Tools in your Flow, Follow the same step as adding the Methods. On the Flow builder screen, click on the plus button (+) then just click on the “Tool” tab and select the Tool that you want to add.

How to configure your MS Dynamics 365 Triggers and Methods? Explore MS Dynamics 365 CRM settings.

Learn more about Wiresk, explore our user guide.

If you need an integration that you cannot find in Wiresk, you can make a request to our team, and we will try our best to satisfy your needs.