Microsoft Dynamics 365 Reader

Note

This adapter is in preview and is available on Striim Developer only. See Striim Developer for more information.

Microsoft Dynamics is a portfolio of intelligent business applications that delivers superior operational efficiency and breakthrough customer experiences enabling businesses to become more agile and reduce complexity without increasing costs.

The Microsoft Dynamics 365 Reader connects to Microsoft Dynamics and reads supported objects.

Feature summary

Feature		Supported?	Notes
Objects	Standard objects	✓
Objects	Custom objects	✓
Authentication	Basic authentication		Username and password
	OAuth authentication	✓	Manual configuration based
	Custom authentication methods		Not all methods may be supported
Operations	Automated mode	✓
	Initial load	✓
	Pull-based incremental load	✓
	Push-based incremental load
	Automated pipeline
Governance	Connection profile
	Sherlock AI
	Sentinel AI
Schema handling	Initial schema creation	✓	Works with supported targets
Schema handling	Schema evolution
Setup	Wizard template
	Flow Designer	✓
	Striim TQL	✓
Runtime	Resilience/recovery	✓
	Parallel execution
	Metrics	✓	Standard metrics

Supported authentication method

The Microsoft Dynamics 365 Reader supports OAuth authentication. Creating a connection requires registering an application in Azure Active Directory, granting the necessary API permissions, obtaining OAuth credentials and exchanging them for an access token, and setting connection properties in Striim.

To create a connection using OAuth authentication:

Register the application in Azure Active Directory. See Register an application in Azure AD.
1. Create an app in Azure AD to authenticate and interact with Dynamics 365.
2. Specify the types of accounts this application should support:
  - For private use applications, select Accounts in this organization directory only.
  - For distributed applications, select one of the multi-tenant options.
  Note
  If you select Accounts in this organizational directory only (default), then you must set Tenant Id to the ID of the Azure AD Tenant. Otherwise, the authentication attempt fails.
Grant the necessary API permissions. For example, Dynamics CRM > user_impersonation, or Dynamics 365 Business Central > user_impersonation. See Set API permissions in the Microsoft Entra documentation.
Create a client secret under Certificates & secrets for secure authentication.

Obtain an access token:

Direct the user to the Azure AD authorization endpoint to get an authorization code.

https://login.microsoftonline.com/{tenant}/oauth2/v2.0/authorize?
client_id=your-client-id&
response_type=code&
redirect_uri=https://your-redirect-uri&
scope=<https://<yourorgname>>.crm.dynamics.com/.default offline_access&
state=random-state-string

Exchange this code for an access token by making a POST request to the token endpoint.

https://login.microsoftonline.com/%7Btenant%7D/oauth2/v2.0/token 
client_id=your-client-id&
client_secret=your-client-secret&
code=authorization-code-received&
redirect_uri=https://your-redirect-uri&
grant_type=authorization_code

See OAuth 2.0 Auth Code Flow in the Microsoft Entra documentation.

Obtain the Organization URL:
1. To find your Microsoft Dynamics 365 organization's URL, sign in at https://m365.cloud.microsoft/apps/ with your credentials.
2. After logging in, select the Dynamics 365 App you wish to connect to, and you will be taken to the Dynamics 365 home page.
3. The organization’s URL will appear in the browser’s address bar and will look like: https://<yourorgname>.crm.dynamics.com/. For example: https://org00000000.crm.dynamics.com/

Supported editions

The following editions of Microsoft Dynamics 365 are supported:

Commerce
CustomerService
FieldService
FinOpsOnline
FinOpsOnPremise
HumanResoures
Marketing
ProjectOperations
Sales

Supported objects

The supported objects for each Dynamics 365 edition vary, as availability depends on licensing, configuration, and customizations. Objects may also change with updates and version differences. The following are sample objects supported by each edition:

Customer Service: Cases, Activities, Users, Entitlements, Queues, SocialPosts, etc.
Field Service: WorkOrders, Resources, ServiceBookings, Agreements, Inventory, Products, ServiceCalls, etc.
FinOpsOnline (Dynamics 365 Supply Chain Management): Products, Purchase Orders, SalesOrders, Invoices, Inventory, Warehouses, Costing, Procurement, Transactions, etc.
FinOpsOnPremise (Dynamics 365 Supply Chain Management): Same as FinOpsOnline, but specifically for on-premise deployments.
Human Resources: Employees, Positions, Compensation, Benefits, Requests, Requisitions, AbsenceManagement, Statements, Recruiting, etc.
Marketing: Campaigns, Segments, Leads, MarketingLists, Forms, Events, Emails, Posts, etc.
Project Operations: Projects, Tasks, Milestones, Budgets, Invoices, Entries, Resources, Contracts, etc.
Commerce : Products, Carts, Orders, Payments, Customers, Stores, Catalogs, Price Lists, Transactions, Categories, etc.