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Microsoft Dynamics 365 Connection & Settings

Estimated reading time: 12 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 (select to expand ↓ )

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 Trigger settings below).

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 Methods list and setting in this documentation.

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.

What will start your automation…

See Wiresk Scheduler – The Fundamentals.

Setting up the recurrence rule or scheduler of your Trigger (if the Trigger is not a Webhook):

  • Regular intervals will monitor your Trigger by intervals in minute
  • Daily recurrence will monitor your Trigger by day and hour
  • Monthly recurrence will monitor your Trigger every month on a defined date and hour
  • Yearly recurrence will monitor your Trigger on a specific date and hour every year
  • Specific dates will start your Trigger on specific dates

After setting up the Trigger parameters (refer to how to define your parameters in the steps below), click on “Get sample”.

The “Get sample” allows you to extract a subset of data for validation. The data will be used to MAP your Method parameters according to your Flow. Refer to FIELD MAPPING documentation.

Here, you will find all MS Dynamics 365 CRM Triggers available in Wiresk with their parameter descriptions.

Retrieve multiple records from a Dynamics table using Wiresk’s Query Builder.
A Query Builder allows you to create complex SQL queries without having to write any code.
This allows non-technical users to easily access and analyze data with a graphical user interface.

Configuration Table:

Name*Retrieve Records using Wiresk’s Query Builder
Connection*Select your connection or create one Refer to how to create a connection.
Time outYou can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage.
Recurrence rule/scheduler*Set up your recurrence rule
Parameters
Entity* (Set of data that contain information)Select the entity from which data will be retrieved.
Related EntitiesThis section allows you to link related entities in Dynamics 365 CRM to the primary entity you are querying. For example:
If you’re querying “Activity,” you might want to include related records such as the “Contact” or “Account” associated with each activity.

Clicking “Link an entity” will let you select and define relationships between the primary entity and its related entities.
Configure FilterThis tab enables you to define specific criteria to narrow down the records being retrieved.
Configure groupingThis tab allows you to group the retrieved records based on certain attributes or fields.

For example:
If querying “Activity,” you could group records by “Activity Type” (e.g., phone calls, emails, tasks).
Configure Columns



Preview Data



Number of records:10

Begin at record:0

Edit Columns


Configure Sorting		Configure which columns or fields of data will be retrieved and included in the output.
For example, in an “Activity” query, you might select fields such as “Subject,” “Status,” “Owner,” and “Due Date.”

To visualize the records. You must select at least 1 Columns to get the Preview Data.
If you get this message:” Cannot convert undefined or null to object”, it means there is no records.

By default, 10 records will be shown

The display starts at record 0

Customize which columns are displayed and retrieved. Minimum 1 column, maximum 50 columns.

This option is for sorting the data in the columns by Ascending or descending order.

(*) required field

Before saving your Trigger, don’t forget to use “Get Sample”.

Retrieve multiple records from a Dynamics table using a fetchXML request
FetchXml is a proprietary XML based query language used to retrieve data from Dataverse.
Refer to Query data using FetchXml

Configuration Table:

Name*Retrieve records using FetchXML
Connection*Select your connection or create one Refer to how to create a connection.
Time outYou can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage.
Recurrence rule/scheduler*Set up your recurrence rule
Parameters
FetchXML*Enter the FetchXML query
Preview DataPreview the retrieved data.
In specific Trigger instances, data can only be previewed when it is available for retrieval. If no event occurs from the Trigger, an error message will be displayed.

(*) required field

Before saving your Trigger, don’t forget to use “Get Sample”.

The Flow will initiate automatically when a webhook event is received . This means that the Flow is automated without a scheduler and will run until you deactivate the Flow manually.

Trigger this Flow whenever a record of a certain type is updated.

Configuration Table:

Description*Name or description of the Webhook
Connection*Select your connection or create one. Refer to how to create a connection.
API Key*Select or Create an API Key for authenticating the Webhook request.
Parameters
Record Type*Select the type of CRM record to monitor for updates.

Examples of record types might include “Contact,” “Account,” “Opportunity,” or “Activity.”
Filtering AttributesDefine specific attributes to filter which updates trigger the Webhook.

For example, you might specify a list of attributes like “Status,” “Owner,” or “Priority.”
Only updates to the specified attributes will trigger the Webhook.

“List of value” is where these attributes are listed.

(*) required field

Trigger this Flow whenever a record of a certain type is deleted.

Configuration Table:

Description*Name or description of the Webhook
Connection*Select your connection or create one. Refer to how to create a connection.
API Key*Select or Create an API Key for authenticating the Webhook request.
Parameters
Record Type*Select the type of CRM record to monitor.

Examples of record types might include “Contact,” “Account,” “Opportunity,” or “Activity.”
Filtering AttributesDefine specific attributes to filter which deletion trigger the Webhook.

For example, you might specify a list of attributes like “Status,” “Owner,” or “Priority.”
Only deletions to the specified attributes will trigger the Webhook.

“List of value” is where these attributes are listed.

(*) required field

Trigger this Flow whenever a record of a certain type is created.

Configuration Table:

Description*Name or description of the Webhook
Connection*Select your connection or create one. Refer to how to create a connection.
API Key*Select or Create an API Key for authenticating the Webhook request.
Parameters
Record Type*Select the type of CRM record to monitor.

Examples of record types might include “Contact,” “Account,” “Opportunity,” or “Activity.”
Filtering AttributesDefine specific attributes to filter which creation trigger the Webhook.

For example, you might specify a list of attributes like “Status,” “Owner,” or “Priority.”
Only creations to the specified attributes will trigger the Webhook.

“List of value” is where these attributes are listed.

(*) required field

Before saving your Trigger, don’t forget to use “Get Sample”.

What your automation will do…

Note that certain Methods will require an Entity Unique ID (Globally Unique Identifier – GUID)

  • From a Flow step in Wiresk or Power Automate (using dynamic fields).
  • Using Dynamics 365 Web API (via RESTful requests).
  • Using Advanced Find (and exporting results to Excel).
  • Using Dynamics 365 SDK (programmatically via C# or similar languages).
  • Directly from the URL of a record in the Dynamics 365 interface.
  • Using Custom Reports (e.g., SQL queries or fetch XML).
  • Through Third-Party Tools or Plugins (e.g., XrmToolBox).

Here, you will find all MS Dynamics 365 CRM Methods available in Wiresk with their parameter descriptions.

This method is used to link one or more entities (records) in Dynamics 365 CRM using a specified relationship.
See Microsoft documentation “Introduction to Entities”, Associate.

Configuration Table:

Input Options:

  • Input: Allows dynamic inputs, e.g., from a previous step.
  • Default Value: You can specify a fixed attribute.
Name*Associate Records
Connection*Select your connection or create one
Map Fields
Main Entity*The primary entity (record) in the association.
Relation Name*Specifies the type of relationship between the main entity and the related entity.

Example: For “Account” and “Contact,” the relationship name might be “account_primary_contact” or similar.

The purpose is to defines the nature of the association as configured in the Dynamics 365 CRM metadata.
Related Entity Name*The entity being associated with the main entity.

Similar to the Main Entity, you can dynamically input this value or set a default.
Related Entity Id*The unique identifier (GUID) of the related entity record. See how to get the GUID.

(*) required field

Creates a record of a specific entity type, including custom entities.

Configuration Table:

Input Options:

  • Input: Allows dynamic inputs, e.g., from a previous step.
  • Default Value: You can specify a fixed attribute.
Name*Create Record
Connection*Select your connection or create one
Entity*Select the Entity (record) type to create, e.g, “Contact”
Map Fields*
[+ Add Field]		Add various attributes to your Entity (Record) from a dynamic list. E.g, “First name”

(*) required field

use this Method to delete a Record (Entity). When a record is deleted and there are related records in table that has a relationship configured for cascading delete, all child records are also deleted. The entire deletion fails if the caller does not have the Delete privilege or access rights for any of these related records.

Configuration Table:

Input Options:

  • Input: Allows dynamic inputs, e.g., from a previous step.
  • Default Value: You can specify a fixed attribute.
Name*Delete Record
Connection*Select your connection or create one
Entity*Select the Entity (record) type to delete, e.g, “Contact”
Matching Criteria*
[+ Add Matching]

Condition logic:		Add various Matching criteria for attributes to your Entity (Record) from a dynamic list. E.g, “First name”

Equals
Does Not Equal
Is Empty
Is Not Empty
Like
Not Like

(*) required field

Dissociate one or more records from another record.

Configuration Table:

Input Options:

  • Input: Allows dynamic inputs, e.g., from a previous step.
  • Default Value: You can specify a fixed attribute.
Name*Dissociate Records
Connection*Select your connection or create one
Map Fields
Main Entity*The primary entity (record) in the association.
Relation Name*The name of the relationship to be used to remove the link.
Related Entity Id*The unique identifier (GUID) of the related entity record. See how to get the GUID.

(*) required field

This Method is used to execute predefined or custom actions on CRM entities. Actions in Dynamics 365 CRM can be system-defined (like “Assign” or “Send Email”) or custom actions created to perform specific business logic.

Configuration Table:

Input Options:

  • Input: Allows dynamic inputs, e.g., from a previous step.
  • Default Value: You can specify a fixed attribute.
Name*Execute an Action
Connection*Select your connection or create one
Map Fields [+ Add Field] Optionally add new fields to the mapping
Action Name*Specifies the name of the action to execute in Dynamics 365 CRM.

Choose from system-defined actions (e.g., Assign, SendEmail, QualifyLead) or custom actions created in Dynamics 365.
Record Id*Identifies the specific record (entity) on which the action is executed.

Requires the GUID of the record (e.g., the unique ID of a contact or account).
Can be dynamically mapped from a prior step in the workflow. See how to get the GUID.

(*) required field

Retrieve multiple records using FetchXML.

Configuration Table:

Input Options:

  • Input: Allows dynamic inputs, e.g., from a previous step.
  • Default Value: You can specify a fixed attribute.
Name*Retrieve By FetchXML
Connection*Select your connection or create one
Map Criteria
Fetch XML*Enter your FetchXML query.

(*) required field

Retrieves a collection of records.
The collection of returned records contains the values for the properties that are specified in the query. Any other property values are not returned.
If the query includes columns that are not valid for retrieval, they are ignored. 

Configuration Table:

Input Options:

  • Input: Allows dynamic inputs, e.g., from a previous step.
  • Default Value: You can specify a fixed attribute.
Name*Retrieve Multiple Records
Connection*Select your connection or create one
Entity*Select the entity from which records will be retrieved.
Matching Criteria*
[+ Add Matching]

Condition logic:		Add various Matching criteria for attributes to your Entity (Record) from a dynamic list. E.g, “First name”

Equals
Does Not Equal
Is Empty
Is Not Empty
Like
Not Like

(*) required field

Retrieve an individual record by specifying a matching criteria.

Configuration Table:

Input Options:

  • Input: Allows dynamic inputs, e.g., from a previous step.
  • Default Value: You can specify a fixed attribute.
Name*Retrieve Record
Connection*Select your connection or create one
Entity*Select the Entity from which record will be retrieved.ct”
Failure modeSelect a mode:
Trigger an Error
Ignore and return null
Get First record and continue
Matching Criteria*
[+ Add Matching]

Condition logic:		Add various Matching criteria for attributes to your Entity (Record) from a dynamic list. E.g, “First name”

Equals
Does Not Equal
Is Empty
Is Not Empty
Like
Not Like

(*) required field

Update an existing record

Configuration Table:

Input Options:

  • Input: Allows dynamic inputs, e.g., from a previous step.
  • Default Value: You can specify a fixed attribute.
Name*Update Record
Connection*Select your connection or create one
Entity*Select the Entity (record) type to update, e.g, “Contact”
Map Fields*
[+ Add Field]		Add various attributes to your Entity (Record) from a dynamic list.
Matching Criteria*
[+ Add Matching]

Condition logic:		Add various Matching criteria for attributes to your Entity (Record) from a dynamic list.


Equals
Does Not Equal
Is Empty
Is Not Empty
Like
Not Like

(*) required field

Update an existing record or create a new one if it the record does not exist. See Microsoft documentation “Use Upsert to Create or Update a record“.

Configuration Table:

Input Options:

  • Input: Allows dynamic inputs, e.g., from a previous step.
  • Default Value: You can specify a fixed attribute.
Name*Upsert Record
Connection*Select your connection or create one
Entity*Select the Entity (record) type to upsert, e.g, “Contact”
Map Fields*
[+ Add Field]		Add various attributes to your Entity (Record) from a dynamic list.
Matching Criteria*
[+ Add Matching]

Condition logic:		Add various Matching criteria for attributes to your Entity (Record) from a dynamic list.


Equals
Does Not Equal
Is Empty
Is Not Empty
Like
Not Like

(*) required field


After setting up your Flow, you can choose to:

  • “Run once”, your Flow will run only a single time. You can use this function to test your Flow. Refer to how to set up an HTTP Trigger, in the Trigger setting step.
  • “Run Scheduler” will automate your Flows with the recurrence rule you previously defined.


For more details, refer to How to run a Flow tutorial in our Help Center.
 
If you are using a Webhook Trigger, the Flow will initiate automatically when a webhook is received from your connected apps. This means that the Flow is automated without a scheduler and will run until you deactivate the Flow manually. Refer to Webhook documentation in our Help Center.

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.