Qlik Community

Knowledge

Search or browse our knowledge base to find answers to your questions ranging from account questions to troubleshooting error messages. The content is curated and updated by our global Support team

Announcements
Support Case Portal has moved to Qlik Community! Read the FAQs to start exploring Support resources.

Microsoft Dynamics 365 - How to get started with Microsoft Dynamics 365 in Qlik Application Automation

PradeepUrala
Support
Support

Microsoft Dynamics 365 - How to get started with Microsoft Dynamics 365 in Qlik Application Automation

This article provides information on how to get started with the Microsoft Dynamics 365 connector in Qlik Application Automation.

The connector for Microsoft Dynamics 365 is using the OAuth2.0 Authentication. To connect you will also need the resource URL of your instance.

 

Authentication and Authorization

When you connect to Microsoft Dynamics 365 in Qlik Application Automation you will be presented with the following screen. This Consent screen that lists all the permissions the Qlik Application Automation is asking to perform the Automations. Click on 'Allow' to complete the connection.

Consent screen.PNG

 

Working with the Microsoft Dynamics 365 blocks

All the Blocks for Microsoft Dynamics 365 make use of the REST APIs. The following entity types have easy-to-use blocks for all CRUD operations.

  1. Accounts
  2. Appointments
  3. Campaigns
  4. Contacts
  5. Leads
  6. Opportunities

Furthermore, it is possible to work with other entities like Notes, Phone calls, Entity, SystemUser, Roles, etc., Using the Generic API blocks.

Tags (1)
Labels (1)
Version history
Revision #:
1 of 1
Last update:
a month ago
Updated by:
 
Contributors