Dynamics CRM IFD

Parameters

  • Instance Server (string)

    • The full URL of your CRM instance. Including ‘https’ through ‘.com’. This can be retrieved from the browser’s URL.

      Example: https://crmsandbox2016.YourInstance.com
  • User Name (string)

    • Dynamics CRM account username.
  • User Password (string)

    • Dynamics CRM account password.

Events:

  • Monitor - Monitor your records

Actions:

  • Create - Create a record
  • Create Lookup - Create a lookup for cases
  • Custom API Action - Custom API Action that will call to your Dynamics instance.
  • Custom API Metadata Action - Custom API Metadata Action that will retrieve metadata about your Dynamic instance.
  • Read - Read a record
  • Search - Search a record
  • Update - Update a record