MS Dynamics 365 Customer Engagement Online Connector

Owned by Panagiotis Papanastasiou
Last updated: Jun 25, 2021
1 min read

Supported versions : Dynamics 365 CE Online v.8 - 9.1
Supported Synchronization Options: Accounts, Contacts, Products, Invoices, Invoice Items, Orders, Order Items , Cases


Registering an Online Application in Azure Active Directory

The new integration with Dynamics 365 Customer Engagement Online does not cancel the previous one. It is just a different integration for users that wish to utilize the online method. 
The BSS platform needs to be authenticated using OAuth2 (ClientID & ClientSecret) to use the Integration Framework. As a result, the following guide will direct you to register an online application and create the information required for the authentication of the BSS platform. 

Activating the MS Dynamics 365 CE Online Connector

The activation of the integration connector can be done from BSS Setup. For creating a new instance, you must navigate to BSS > Setup > System Options > Systems Setup and select the Activate action for the "MS Dynamics 365 CRM" connector. You will be asked to set a unique name for the new instance that will be created.

Supported Push and Pull Methods for MS Dynamics 365 CE Online

This page explains which are the Push and Pull methods supported by MS Dynamics 365 CE connector. Push are the methods where interworks.cloud platform sends information to CRM and pull are the methods where we get information from CRM. For each method, the data transformation schema is explained.

Customizing and Testing the MS Dynamics 365 CE Online Connector

If you want to extend or amend the out-of-the-box functionality that is offered from our Dynamics 365 CE connector, you can do so from the "edit integration" page. The extensions you can do is to change the mapping between the interworks.cloud and NAV entities, or to implement new push and pull methods that are not currently supported from our connector.