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Microsoft Dynamics 365 modules

Last update: Wed Nov 27 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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In an 蜜豆视频 Workfront Fusion scenario, you can automate workflows that use Microsoft Dynamics 365, as well as connect it to multiple third-party applications and services.

NOTE
The Microsoft Dynamics 365 connector does not support Dynamics Finance and Operations.
For Microsoft Dynamics 365 Finance and Operations modules, see Microsoft Dynamics 365 Finance and Operations modules.

If you need instructions on creating a scenario, see Create a scenario in 蜜豆视频 Workfront Fusion.

For information about modules, see Modules in 蜜豆视频 Workfront Fusion.

Access requirements

You must have the following access to use the functionality in this article:

蜜豆视频 Workfront plan*
Pro or higher
蜜豆视频 Workfront license*
Plan, Work
蜜豆视频 Workfront Fusion license**

Current license requirement: No Workfront Fusion license requirement.

Or

Legacy license requirement: Workfront Fusion for Work Automation and Integration

Product

Current product requirement: If you have the Select or Prime 蜜豆视频 Workfront plan, your organization must purchase 蜜豆视频 Workfront Fusion as well as 蜜豆视频 Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan.

Or

Legacy product requirement: Your organization must purchase 蜜豆视频 Workfront Fusion as well as 蜜豆视频 Workfront to use functionality described in this article.

To find out what plan, license type, or access you have, contact your Workfront administrator.

For information on 蜜豆视频 Workfront Fusion licenses, see 蜜豆视频 Workfront Fusion licenses.

Prerequisites

To use Microsoft Dynamics 365, you must have a Microsoft Dynamics 365 account.

Connect Microsoft Dynamics 365 to Workfront Fusion

You can create a connection to your Microsoft Dynamics 365 account directly from inside an Microsoft Dynamics 365 module.

NOTE
Some Microsoft apps use the same connection, which is tied to individual user permissions. Therefore, when creating a connection, the permissions consent screen displays any permissions that were previously granted to this user鈥檚 connection, in addition to any new permissions needed for the current application.
For example, if a user has 鈥淩ead table鈥 permissions granted via the Excel connector and then creates a connection in the Outlook connector to read emails, the permissions consent screen will show both the already granted 鈥淩ead table鈥 permission and the newly required 鈥淲rite email鈥 permission.
  1. In any Microsoft Dynamics 365 module, click Add next to the Connection field.
  2. Enter a name for the connection.
  3. In the Resource field, enter the address of your Dynamics 365 account, without https://.
  4. Click Continue to create the connection and go back to the module.
NOTE
When registering Workfront Fusion in your Microsoft Azure portal, use the following redirect URI:
  • https://app.workfrontfusion.com/oauth/cb/workfront-microsoft-dynamics2

Microsoft Dynamics 365 modules and their fields

When you configure Microsoft Dynamics 365 modules, Workfront Fusion displays the fields listed below. Along with these, additional Microsoft Dynamics 365 fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in 蜜豆视频 Workfront Fusion.

Watch Records (Scheduled)

This scheduled trigger module executes a scenario when a record in the object you specify is created or updated after the last scheduled run in Dynamics 365.

The module鈥檚 output indicates whether the record that it found is new or updated (if it was both added and updated in the time period, it鈥檚 marked as new). You can map this information in subsequent modules in the scenario.

This happens on a regularly scheduled interval that you specify.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Include
Select whether you want the module to watch Only new records, Updated records only, or New records and all changes.
Entity Type
Choose the Microsoft Dynamics 365 record type that you want the scenario to watch.
Outputs
Select the information you want included in the output bundle for this module.
Max Records
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Watch Records (Real Time)

This instant trigger module executes a scenario when a record (object) you specify is created or updated in Dynamics 365.

A webhook is required in this module.

Webhook

Select the webhook that you want to use for this module.

To add a new webhook:

  1. Click Add to the right of the Webhook field

  2. In the Webhook name field, type a descriptive name for the webhook.

  3. In the Connection field, select the Connection that you want to use selected

    For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.

  4. Click Save to save your webhook and return to the module.

Create Record

This action module creates an entity, such as an appointment or task,.

You specify information about the entity that you want to create.

The module returns the ID of the new entity and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Entity Type
Select the type of entity that you want the module to create.
Select Fields to Map
Select the fields that you want to include values for when the record is created. Available fields depend on the entity type.
Property fields
These are the fields that you selected. Enter the value that you want the record to have for a given property.

Make an API Call

This action module lets you make a custom authenticated call to the Microsoft Dynamics 365 API. This way, you can create a data flow automation that can鈥檛 be accomplished by the other Microsoft Dynamics 365 modules.

The module returns information about the status code, headers, and body. You can map this information in subsequent modules in the scenario.

To learn more, see the Microsoft documentation about using the Dynamics 365 Customer Engagement Web API.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
URL
Enter a path relative to <Instance URL>/api/data/v9.1/.
Method

Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in 蜜豆视频 Workfront Fusion.

For more in

Headers

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds the authorization headers for you.

Query String

Add the query for the API call in the form of a standard JSON object.

For example: {"name":"something-urgent"}

Body

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

Delete Record

This action module deletes an entity.

You specify the ID of the entity.

The module returns the ID of the entity and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Entity Type
Select the type of entity that you want the module to delete.
ID
Enter or map the unique Microsoft Dynamics 365 ID of the record that you want the module to delete.

Read Records

This action module reads data from a single entity in Microsoft Dynamics 365.

You specify the ID of the entity.

The module returns the ID of the entity and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Entity Type
Select the type of entity that you want the module to read.
Outputs
Select the information you want included in the output bundle for this module.
ID
Enter or map the unique Microsoft Dynamics 365 ID of the record that you want the module to read.

Update Record

This action module updates an entity.

You specify the ID of the entity.

The module returns the ID of the updated record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Entity Type
Select the type of entity that you want the module to update.
Select Fields to Map
Select the fields that you want to include values for when the record is created. Available fields depend on the entity type.
Property fields
These are the fields that yous selected. Enter the value that you want the record to have for a given property.
ID
Enter or map the unique Microsoft Dynamics 365 ID of the record that you want the module to update.

Search Records

This search module looks for records in an object in Microsoft Dynamics 365 that match the search query you specify. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Entity Type
Select the type of entity that you want the module to update.
Filters

Select the filter that you want to use for this search.

  • Standard Filters

    Set up the filter by selecting a field and operator, and entering or mapping the value that you want to search for. You can use AND or OR rules to your filter.

  • Query Functions

    Enter the Dynamics 365 web API query function that you want to use to search.

    For more information on query functions, see in the Microsoft documentation.

Sort

Specify the order in which items are returned. You can add multiple sorts.

  • Field

    Specify the field by which you want to sort results.

  • Direction

    Specify the direction of the sort (ascending or descending).

Max Records
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.
Outputs
Select the information you want included in the output bundle for this module.
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