Dynamics 365 – Connection

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.

Connect Microsoft Dynamics to Wiresk Copy Link

How to get the Tenant ID Copy Link

On the MS Azure Portal, select Microsoft Entra ID

On the Overview page, The Tenant ID is displayed.

Add application registration Copy Link

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

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.

Get the App ID Copy Link

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

How to get the App Secret Copy Link

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

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

Set the API Permissions Copy Link

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

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.

Create a Microsoft Connection Copy Link

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.

• On your Wiresk’s Dashboard, select your Group.
• On the left panel, go to “My apps” and select
• Search the app name in the search field or select it in the apps list.

There are 2 types of connections available:

• Client Credentials connection
• OAuth connection

Connection by OAuth Copy Link

1. Give a name to your connection, here we will name it “Microsoft OAuth”.
2. Select the OAuth connect tab.
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.

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

• Save the connection for Microsoft dynamics connection.

Connection by Client credentials Copy Link

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.

Create your MS Dynamics 365 CRM Connection Copy Link

• On your Wiresk’s Dashboard, select your Group.
• On the left panel, go to “My apps” and select
• Search “Dynamics” in the search field or scroll down the list of apps and choose the MS Dynamics icon.

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.
   • Find your Dynamics 365 CRM URL by going 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” button.

Voila! Your Microsoft Dynamics 365 CRM is ready. You can now use it to build your Flows.

Basic understanding of Flow creation Copy Link

Now that your app is linked to Wiresk, you’re ready to start building Flows.

Simple steps to create a Flow ↓

• Select your Group, then on the Flow management screen click on “Create Flow”.
• On the new screen, name the new Flow.

Add a Trigger that will start your Flow

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.

• Click on the (+) button to open the Trigger settings side panel.
• On the settings side panel, click on the “+ Add” button.

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

• Select your preferred Trigger on the next screen and customize its 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.

Add a Method that will execute a task

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, select the (+) plus button next the Trigger button.
• Search or scroll down to select the app that will perform a task.
• Configure the Methods settings, refer to it documentation in our Help Center.

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.

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Triggers and Methods Settings Copy Link

When you configure a Trigger or Method in Wiresk, the settings panel lets you define how data is collected or sent, and the type of values you enter depends on the field.

Make sure you enter the right values so your Flow works the way you expect and gives the right results. If you need step-by-step details on setting up Microsoft Dynamics 365, check the Triggers and Methods Settings documentation.