Cloud Based Microsoft Dynamics Integration

April 2020

For cloud-based Microsoft Dynamics instances, a custom connector can be created using their Power Automate tools. The available Microsoft Dynamics’ tools allow you to easily integrate our web services into your CRM. By leveraging the custom connector, you gain the following:

A complete solution can be written with limited programming knowledge and used throughout your system
HTTPS requests can be made over the GET protocol for secure data transmission
The CRM’s tooling will automatically generate the response fields. These response fields can be leveraged in your workflow

Below are the steps you should take to create a custom connector. The sample integration uses the DOTS Address Insight web service, but the process is similar across our different product offerings.

Log into your Microsoft Dynamics account and navigate to the Power Automate Section
Select the Data drop down menu and click on Custom connectors
Create from blank
Give your custom connector a name
In the General Information panel select “Upload connector icon” and choose an image for your connector
A description isn’t necessary, but it can help explain the purpose of the connector
Select the HTTPS radio button under the Scheme header
The host will vary depending on your environment and desired web service.
The base URL will vary depending on the desired web service (Service Objects can provide you with the proper URL to use upon request)
In the Security panel there are no settings to change
In the Definition panel provide a unique Operation ID
Under the Request – Verb header choose GET
The URL for the request will depend on the web service and desired operation (Service Objects can provide you with the proper URL to use upon request)
The Example Workflow demonstrates a potential integration you could work into your system. In the example the flow will trigger when a new record is created. The fields will be automatically pulled from the new record and run through the Service Objects web service. From there conditional logic can be added to handle the response object and apply your particular business logic to the workflow.

*We have recently added sws subdomain for our endpoints, it is recommended to use sws instead of ws (i.e. ws.serviceobjects.com to sws.serviceobjects.com). These new endpoints will only allow secure https connections.

LAST MODIFIED DATE

April 9, 2020

About Service Objects

Founded in 2001, Service Objects is the leading provider of contact validation solutions, validating online transactions in real-time, including contact name, address, phone, email, and device. Using Service Objects’ global validation and location web services, businesses can identify potentially fraudulent contact records, append additional contact information, and process transactions in a more efficient manner. Service Objects has validated nearly 5 billion contacts, and major brands such as American Express, Microsoft, and Amazon rely on Service Objects for their data validation needs.

For more information about Service Objects’ real-time web services, contact sales@serviceobjects.com or visit us online at serviceobjects.com.

Tel. (805) 963-1700
Toll. (800) 694-6269
serviceobjects.com
136 West Canon Perdido St, Ste D
Santa Barbara, CA 93101-8207

Cloud Based Microsoft Dynamics Integration

Table of Contents:

LAST MODIFIED DATE

About Service Objects

CONTACT

CONTACT

CONTACT