USER MANUALS

Dynamics 365 Customer Engagement

Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP). It was launched in 2016, when Microsoft combined Dynamics AX (its ERP application) with its Dynamics CRM application.

Dynamics 365 removes the divide between traditional ERP and CRM functionality into a unified, multi-functional application with specific business processes designed for Sales, Marketing, Finance, Customer Service, Field Service, Operations, Project management and more for all the roles and business units across your business.

As this results in a large amount of data, menus, views… that will be a hard work to port all of them to Denodo. To make this process more friendly, you have available the Dynamics 365 wizard which allows you to access the following functionalities:

  • my work

    • activities

  • customers

    • accounts

    • contacts

  • sales

    • leads

    • opportunities

    • quick campaigns

  • service

    • cases

  • service delivery

    • orders

    • invoices

  • collateral

    • products

    • contracts

For each one of the mentioned views, there will be a simplified one (only shows the fields already shown in the Dynamics 365 web interface) and a full one (shows all the fields of the entity).

Getting OAuth 2.0 Credentials

To get the parameters needed to authenticate to Dynamics 365, you need to follow these steps:

  1. Log into https://portal.azure.com/ with your username and password.

  2. Register an application in Azure Active Directory. Here is where you get the client id (Application ID).

    App registered in Azure

    App registered in Azure

  3. Grant permissions to the app in API permissions > Add a permission. Select Dynamics CRM API and click in Delegated Permissions. Select user_impersonation and click Add permissions.

  4. Setup client secret value in Certificates & secrets. Write it down since it will not be accessible again.

  5. Token endpoint URL is in the Endpoints tab.

  6. Auth. server URL would be like https://login.microsoftonline.com/common/oauth2/authorize?resource=https:// <add your environment name, like ‘myorg.crm’>.dynamics.com. The resource parameter matches the URL used to access your Dynamics 365 web interface.

  7. You also need to configure the callback URL in Settings > Callback URL and set http://localhost:9090/oauth/2.0/redirectURL.jsp.

Now, you have all the data needed for the OAuth 2.0 Credentials wizard in Denodo:

OAuth wizard step 1

OAuth wizard step 1

Once you have filled in the input fields of step one of this wizard, click Generate the authorization URL and a URL will be displayed just below the link. Open it in a browser and you will see something like this:

OAuth wizard step 2

OAuth wizard step 2

Finally, you must copy that code and paste it in step 3 of the wizard and click in Obtain the OAuth 2.0 credentials. You can copy the credentials to the clipboard as you will need to use them later in the configuration process.

OAuth wizard step 3

OAuth wizard step 3

Importing Artifacts

To create the Dynamics 365 Customer Engagement views, click the menu File > New > Data source and select Dynamics 365 Customer Engagement.

Dynamics 365 Customer Engagement wizard

Dynamics 365 Customer Engagement wizard

Enter the following parameters:

  • Database. Name of the database in which the Dynamics 365 views will be created.

  • Instance URL. The URL of your installation of Dynamics 365. It will be something like username.crm4.dynamics.com.

  • API version. the version you want to use of Dynamics 365 API. By default, it is set to v9.0.

  • Access token . OAuth 2.0 access token generated in the earlier section.

  • Refresh token. OAuth 2.0 refresh token generated in the earlier section.

  • Client ID. The client id from the newly created Azure application.

  • Client secret . The value of the secret generated in the earlier section for the newly created application.

  • Azure directory ID. Navigate in Azure through Azure active directory > Properties and you will see the value in Directory id.

Now, click Execute import to create the data sources and the views to query Dynamics 365.

Dynamics 365 base views

Dynamics 365 base views

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