Connect Microsoft Dynamics 365 to Boost.space Integrator
To connect your Microsoft Dynamics 365 app, you must obtain the client credentials and Tenant ID from the MS Azure Portal and insert them into Create a connection dialog with your Host URL.
Navigate to the Azure Active Directory service (
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Copy the Tenant ID to a safe place.
Click Applications > New Registration and enter the following details and click Register.
Name
Enter a name for the app.
Supported account types
Select the account type based on your preferences. If you are selecting the multitenant option,Accounts in any organizational directory ( – Single tenant) , then the user establishing the connection will have to:
The Client ID and Tenant ID details appear on the app screen. To add a client secret, click Add a certificate or secret.
The Tenant ID is mandatory for single-tenant apps and optional for multi-tenant apps.
Click New client secret, enter a description, select the expiry period for the client secret, and click Add.
Copy the value to use as a Client Secret to a safe place.
Click API Permissions > Dynamics CRM , select permission, click Add Permission and click Grant Admin consent for.
You now have all the permission to connect to the app.
Log in to your Boost.space Integrator account, add a Microsoft Dynamics 365 module scenario, and click the Add button next to the Connection field.
Enter the following details and click Save.
Connection name
Optional: Enter the name of your connection.
Host
Enter the Host URL without trailing slash ” / ” and including HTTPS, https://<example>.cloudax.dynamics.com.
Tenant ID
Optional: Click Show Advanced Settings and enter the Tenant ID you have copied in step 3.
�NOTE�
The Tenant ID is mandatory for single-tenant and optional for multi-tenant apps.
Client ID
Enter the Client ID copied in step 5.
Client Secret
Enter the secret value copied in step 7.
Confirm the dialog by clicking the Accept button.
You have successfully established the connection. You can now edit scenario, add more Microsoft Dynamics 365 modules, and reauthorize your connection if required.
If the Status Code Error: 401 error displays, the Host URL could be inserted with the trailing slash (remove the slash at the end of the URL), or there can be another mistake in the Create a connection dialog field.
Records
You can create, update, retrieve, search, and delete records with the following modules.
Select or map the entity for which you want to create the record. The entity property fields auto-populate based on your selection. For entity field descriptions, refer to MS Dynamics Web API Reference.
Select or map the entity whose record details you want to update.
Record ID
Select or map the record whose details you want to update and edit the entity properties. For entity field descriptions, refer to MS Dynamics Web API Reference.
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