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Dynamics 365 Sales

Overview​

Category: crm

Supaglue uses the Microsoft Dynamics 365 v9.2 API.

FeatureAvailable
Authentication (oauth2)Yes
Managed syncsYes
    Sync strategies(listed below)
Unified APIYes
    Data invalidationYes
Real-time eventsNo
Passthrough APIYes

Supported common objects:​

ObjectSoft delete supportedSync strategy
AccountYesFull or Incremental
ContactYesFull or Incremental
LeadYesFull or Incremental
OpportunityYesFull or Incremental
UserYesFull or Incremental

Supported standard objects:​

Use the logical name (i.e. mailbox) when specifying standard entities to sync.

Syncs are Full or Incremental, and soft deletes are not supported.

Supported custom objects:​

The custom object must be defined in the new Power Apps interface with the default publisher. When specifying a custom entity you'd like to sync, omit the prefix added by the Power Apps default publisher and use the singular noun. For instance, if your custom entity's table's logical name is c80e_customobject, you would specify customobject as the object name.

Syncs are Full or Incremental, and soft deletes are not supported.

Provider setup​

To connect to your customers' Microsoft Dynamics 365 Sales instances, you'll need to update the redirect URL to point to Supaglue, enable API permissions, and fetch the API access credentials in your Azure account.

Add Redirect URL to your Azure app​

Supaglue provides a redirect URL to send information to your app. To add the redirect URL to your HubSpot app:

  1. Login to your Azure console: https://portal.azure.com/

  2. Navigate to Active Directory and find your application under "App registrations" from the left menu, in the "All applications" tab.

    azure_app_oauth

  3. Choose "Authentication" from the left menu, then under "Redirect URIs", click "Add URI" and paste Supaglue's redirect URL:

    https://api.supaglue.io/oauth/callback

  4. Click Save to update your changes.

Enable API permissions​

  1. Go to API permissions from the left menu.

  2. Click "Add a permission" and select Dynamics 365.

  3. Under permissions, check the box for user_impersonation.

    dynamics_api_permissions

Fetch Azure App credentials​

  1. Copy the Consumer Key, Consumer Secret, and paste them into the Microsoft Dynamics 365 Sales configuration form in the management portal.

  2. Copy the "Client ID" and "Client secret" values into the Supaglue Management Portal.