Microsoft Dynamics 365 Spoke

  • Release version: Yokohama
  • Updated January 30, 2025
  • 3 minutes to read
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    Summary of Microsoft Dynamics 365 Spoke

    The Microsoft Dynamics 365 spoke enables ServiceNow customers to automate and manage user and activity data within Microsoft Dynamics 365 directly from their ServiceNow instance. It requires an Integration Hub subscription and supports Microsoft Graph v1.0 and Dynamics 365 v9.0, with potential compatibility for later versions.

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    This spoke facilitates integration by allowing seamless connection management through the use of aliases for credentials and connections, simplifying multi-environment setups and reducing maintenance overhead when connection details change.

    Prerequisites and Requirements

    • Roles: Global Administrator and Microsoft Dynamics 365 Administrator roles are required in the Microsoft Admin Centre.
    • OAuth Setup: An OAuth 2.0 application must be created in Azure Active Directory with a generated OAuth 2.0 token for authentication.
    • Integration Hub Subscription: A valid Integration Hub subscription is mandatory to utilize this spoke.
    • Dependent Plugins: Ensure installation of the following ServiceNow plugins: IntegrationHub Runtime, Action Step - REST, and Action Template - Data Stream. Note that some plugins may require additional licenses if used beyond the spoke context.

    Key Features and Actions

    The spoke provides various actions that streamline Microsoft Dynamics 365 operations triggered by ServiceNow events:

    • User Management: Retrieve comprehensive user lists within the organization and specific Dynamics CRM users’ details.
    • SKU Management: Access all subscribed SKUs (licenses) acquired by the organization.
    • Audit Management: Fetch audit logs to monitor system activities and changes.
    • Activity Pointer Management: Retrieve all calendar activities performed in Dynamics 365.
    • Dynamic Schema Lookup: Obtain lists of entity fields for dynamic input configurations.

    Connection and Credential Management

    Integration Hub’s use of aliases for connection and credential information simplifies administration by centralizing authentication details. This approach eliminates the need to update multiple actions individually when connection parameters change, enhancing maintainability across environments.

    Additional Information

    For setup guidance, ServiceNow customers should refer to documentation on setting up Microsoft Dynamics 365 and Microsoft Azure Active Directory. The latest spoke version as of this release is 1.0.8.

    Use Microsoft Dynamics 365 spoke to manage users and activities in Dynamics 365.

    Request apps on the Store

    Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    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

    If you’re having trouble installing the app, ensure that these dependent plugins are installed:
    • 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)
    Note:
    Some of these plugins are licensable features and require appropriate licenses, if used outside the spoke implementation.

    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

    If you’re having trouble installing the app, ensure that these dependent plugins are installed:
    • 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)
    Note:
    Some of these plugins are licensable features and require appropriate licenses, if used outside the spoke implementation.

    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.