Microsoft Dynamics 365 Spoke
Summarize
Summary of Microsoft Dynamics 365 Spoke
The Microsoft Dynamics 365 spoke enables customers to manage users and activities within Dynamics 365. This integration requires an Integration Hub subscription and is compatible with Microsoft Graph: v1.0 and Microsoft Dynamics 365: v9.0, with potential compatibility for later versions.
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Key Features
- Spoke Version: The latest version is Microsoft Dynamics 365 v1.0.8.
- Spoke Requirements: Ensure you have Global Administrator and Microsoft Dynamics 365 Administrator roles in the Microsoft Admin Centre. Additionally, create an OAuth 2.0 app in Azure AD and generate an OAuth 2.0 token.
- Dependencies: Required plugins include:
- ServiceNow IntegrationHub Runtime (com.glide.hub.integration.runtime)
- ServiceNow IntegrationHub Action Step - REST (com.glide.hub.actionstep.rest)
- ServiceNow IntegrationHub Action Template - Data Stream (com.glide.hub.actiontype.datastream)
- Actions: The spoke provides various actions to automate Dynamics 365 tasks, including:
- User Management: Look up Users Stream
- SKU Management: Look up Subscribed SKUs
- Audit Management: Look up Audit Log Stream
- Activity Pointer Management: Look up Activity Pointers Stream
- Connection and Credential Aliases: Integration Hub utilizes aliases to manage connection and credential information, simplifying configuration across multiple environments.
Key Outcomes
By implementing the Microsoft Dynamics 365 spoke, ServiceNow customers can streamline user and activity management within Dynamics 365, automate tasks triggered by events in ServiceNow, and maintain a single point of configuration for connection and credential management. This leads to improved efficiency and reduced administrative overhead.
Use Microsoft Dynamics 365 spoke to manage users and activities in Dynamics 365.
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Integration Hub subscription
This spoke requires an Integration Hub subscription. For more information, see Legal schedules - IntegrationHub overview.
Supported versions
This spoke was built for Microsoft Graph: v1.0 and Microsoft Dynamics 365: v9.0, but may be compatible with later versions.
Spoke version
Microsoft Dynamics 365 v1.0.8 is the latest version.
Spoke requirements
- Ensure that you have Global Administrator and Microsoft Dynamics 365 Administrator role in Microsoft Admin Centre.
- You must create an OAuth 2.0 app in Azure AD and generate the OAuth 2.0 token.
Spoke dependencies
- ServiceNow IntegrationHub Runtime (com.glide.hub.integration.runtime)
- ServiceNow IntegrationHub Action Step - REST (com.glide.hub.action_step.rest)
- ServiceNow IntegrationHub Action Template - Data Stream (com.glide.hub.action_type.datastream)
Spoke actions
The Microsoft Dynamics 365 spoke provides actions to automate Microsoft Dynamics 365 tasks when events occurs in your ServiceNow instance. Available actions include:
| Category | Action | Description |
|---|---|---|
| User Management | Look up Users Stream | Retrieves all users in an organisation. |
| Look up Dynamics CRM Users Stream | Retrieves details of all users with access to Microsoft Dynamics CRM system. | |
| Look up Dynamics Object Schema (Dynamic) | Retrieves the list of fields for the specified entity name to be used as dynamic input. | |
| SKU Management | Look up Subscribed SKUs | Retrieves all subscriptions that an organization has acquired. |
| Audit Management | Look up Audit Log Stream | Retrieves all audit logs in the system. |
| Activity Pointer Management | Look up Activity Pointers Stream | Retrieves all the calendar activities performed. |
Connection and credential alias requirements
Integration Hub uses aliases to manage connection and credential information, and OAuth credentials. Using an alias eliminates the need to configure multiple credentials and connection information profiles when using multiple environments. If the connection or credential information changes, you don't need to update any actions that use the connection.
For information about setting up the spoke, see Set up Microsoft Dynamics 365 and Set up Microsoft Azure Active Directory.
This spoke requires the Integration Hub subscription. For details, see Request Integration Hub
Supported versions
This spoke was built for Microsoft Graph: v1.0 and Microsoft 365 Dynamics: v9.0, but may be compatible with later versions.
Spoke requirements
- Ensure that you have Global Administrator and Microsoft Dynamics 365 Administrator role in Microsoft Admin Centre.
- You must create an OAuth 2.0 app in Azure AD and generate the OAuth 2.0 token.
Spoke dependencies
- ServiceNow IntegrationHub Runtime (com.glide.hub.integration.runtime)
- ServiceNow IntegrationHub Action Step - REST (com.glide.hub.action_step.rest)
- ServiceNow IntegrationHub Action Template - Data Stream (com.glide.hub.action_type.datastream)
Spoke actions
The Microsoft Dynamics 365 spoke provides actions to automate Microsoft 365 tasks when events occurs in your ServiceNow instance. Available actions include:
| Category | Action | Description |
|---|---|---|
| User Management | Look up Users Stream | Retrieves all users in an organisation. |
| SKU Management | Look up Subscribed SKUs | Retrieves all subscriptions that an organization has acquired. |
| Audit Management | Look up Audit Log Stream | Retrieves all audit logs in the system. |
| Activity Pointer Management | Look up Activity Pointers Stream | Retrieves all the calendar activities performed. |
Connection and credential alias requirements
Integration Hub uses aliases to manage connection and credential information, and OAuth credentials. Using an alias eliminates the need to configure multiple credentials and connection information profiles when using multiple environments. If the connection or credential information changes, you don't need to update any actions that use the connection.
For information about setting up the spoke, see Set up Microsoft Dynamics 365.