MS Dynamics 365 Configurations

This page describes how to connect to your MS Dynamics instance and how to get data from there to Pricefx and vice versa.

About

Create App Registration Working with Dynamics

In order to connect to Dynamics, you need to have a connected app to connect to. This external guide Dynamics App Registration tutorial sums all the required steps, please read it first.

Steps Summary

1. Get access to Azure and Dynamics instances.
   Azure (https://portal.azure.com/) and Dynamics instance (https://pricefx.crm4.dynamics.com/)
   

2. Register the new app in Azure.
   

   

   
   

   Note the registered app client/tenant IDs:

   

   
   

   
   

3. Create a secret.
   

   

   
   ⚠ Write down the secret value – it will become hidden once you leave the page.
   

4. Add API permissions.
   

   

   
   

5. Create an application user in the Dynamics instance.
   Put the Application (tenant) ID from Azure to Application ID in Dynamics; everything else will be resolved automatically.
   

   

   
   

   
   Once done, everything is prepared on the Dynamics/Azure side and you can use the credentials to connection from PlatformManager.

Connections

You can instantiate the connection in two ways – in PlatformManager or in camel-context.xml (programmatic approach).

Connection Setup – PlatformManager

Fill in the connection fields as shown above. Fill in the following parameters with your values:

• Name

• Client ID

• Auth URL

• URL

• Client secret

• Scope

Once done, deploy the connection.

For details on connections see the PlatformManager documentation.

Connection Setup – Programmatic Approach

The same connection can also be created programmatically:

<?xml version="1.0" encoding="UTF-8"?>

<beans xmlns="http://www.springframework.org/schema/beans"
       xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
       xsi:schemaLocation="http://www.springframework.org/schema/beans http://www.springframework.org/schema/beans/spring-beans.xsd
       http://camel.apache.org/schema/spring http://camel.apache.org/schema/spring/camel-spring.xsd">

    <bean id="my-dynamics-connection" class="net.pricefx.integration.component.rest.domain.connection.OAuth2Connection">
        <property name="clientId" value="3MVG98NMmSUy"/>
        <property name="clientSecret" value="mySecret"/>
        <property name="authUrl" value="https://login.microsoftonline.com/7894512c-f554-4de4-bff2-dec418150d4c/oauth2/v2.0/token"/>
        <property name="url" value="https://pricefx.crm4.dynamics.com"/>
        <property name="authRequestTemplate" value='{"grant_type": "client_credentials", "client_id": "::clientId", "client_secret": "::clientSecret", "scope": "::scope"}'/>
        <property name="scope" value="https://pricefx.crm4.dynamics.com/.default"/>        
    </bean>

    <camelContext xmlns="http://camel.apache.org/schema/spring" useMDCLogging="true">
        <contextScan/>
    </camelContext>

</beans>

Using this way, the connection my-dynamics-connection will be available in connection pools in your IntegrationManager instance.