Dynamics 365 Connector Guide

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Using a Dynamics 365 connection in a process

After you create a Dynamics 365 connection, you can use it in a Service step in a process.

Add a Service step to the process.

Click the Service
tab.

From the Service Type
list, select Connection
.

From the Connection
list, browse and select the Dynamics 365 connection that you created.

From the Action
list, select the action that you want to perform on Dynamics 365 Connector. For example, select Access Token
to authorize the Dynamics 365 requests and other connection requests as shown in the following image:

The image shows the Action Token object that is used in the process to authorize the Dynamics 365 requests and other connection requests.

Application Integration populates the access_token
and response
object under output fields. The access token enables you to authorize the Dynamics 365 requests and all the other connection requests. You can use the access token to configure further steps, such as create, update, delete, and query objects in Dynamics 365. Similar to the Access Token and Create Object step, you can configure more service steps as required.

Configure further steps as needed.

Validate, save, and publish the process.

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