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Version: 4

Creating an account for Microsoft Dynamics CRM connector

In Adeptia Connect, you can create an account that contains the details for connecting to Microsoft Dynamics CRM and exchanging data with it. Below are the steps for creating an account in the following scenarios:

While defining the Source or Destination in a Template/Transaction​

  1. At the Select Account step, click  .

  2. On the Create New Account screen, enter a name for the account and then provide values for the fields described in the following table:

    Field
    		Description
    OAuth Flow Type 
    		 Select either of the following OAuth flow types:
    • Authorization Code: Redirects the users to the application’s login page to authorize the application to access the resources. 
    • Client Credentials: No user redirection is involved; authentication occurs directly between the client and the authorization server. 
    Sub Domain
    		Enter your Dynamics CRM subdomain as found in your Dynamics CRM URL. If your Dynamics CRM URL is "'https://example.crm.dynamics.com'", then the subdomain is example. 
    Tenant Id

    Enter the tenant ID for the registered app in Microsoft Dynamics CRM.

    To get the Tenant Id, do the following:

    1. Log in to the Microsoft Azure portal.

    2. Click on App Registrations.

    3. Select your registered app.

    4. Navigate to Overview and copy the Tenant ID. 

    Select Oauth Client
    		The OAuth Client you may have created in Adeptia Connect.
    Warning
    • In this field, you can select the OAuth Client you may have created for the Microsoft Dynamics CRM app connector you are using in the Template/Transaction.
    • For the OAuth Client to work, you must enter the Redirect URI (Callback URL) in the following format while registering Adeptia Connect with the app.
      https://<domainName>/rest/connectors/oauth/account.

              To learn more about creating an OAuth Client, refer to this section.


  3. Expand Advanced properties, and then provide values for the fields described in the following table: 

    Field
    		Description
    Provide Date Format
    The date format for your data.
    The supported date format is yyyy-MM-dd'T'HH:mm:ss'Z'.
    Provide Time Zone
    		Select a time zone. 
    Select Project
    		Select a Project.

  4. Click Continue.
    If you have selected Authorization Code Grant as the OAuth flow type, you will be redirected to the Dynamics CRM login page. 

While defining the Application Trigger for a Process Flow​

You can create an account from within an Application Trigger (having Microsoft Dynamics CRM as a Source) that you want to bind to a Process Flow. For more details on how to create an Application Trigger, refer to this page. 

Follow the steps given below to create an account.

  1. At the Provide account information step on the Create Application Trigger screen, click .
  2. Follow the steps given here (Steps 2 through 4).

While defining the Application Action for a Process Flow​

An Application Action enables you to use an App Connector as a Source, or Destination, or both in a Process Flow. An Application Action is an activity wherein you can select Microsoft Dynamics CRM connector and define what data you want to fetch from or send to Microsoft Dynamics CRM.

While defining the Application Action, you can create an account that you can use for exchanging data with Microsoft Dynamics CRM.

Follow the steps given below to create an account.

  1. At the Provide account information step on the Create Application Action screen, click .
  2. Follow the steps given here (steps 2 through 4).