Connectors

Microsoft Dynamics 365 Customer Insights Connector

The Microsoft Dynamics 365 Customer Insights connector lets you create, retrieve, update, and delete contacts and leads in your PingOne DaVinci flow using the Microsoft Dataverse Web API.

The connector uses the Microsoft identity platform to authenticate with your Dynamics 365 environment, so that you can manage customer records as users journey through your flow.

Setup

Resources

You can find more information and setup help in the following:

Requirements

To use the connector, you’ll need:

  • A Microsoft Dynamics 365 environment with access to the Dataverse Web API.

  • A registered Microsoft application with a tenant ID, client ID, and client secret.

Configuring the Microsoft Dynamics 365 Customer Insights connector

Add the connector in PingOne DaVinci as shown in Adding a connector, then configure it as follows.

Connector configuration

You can find the values for these settings in your Microsoft Dynamics 365 environment and your registered Microsoft application.

Setting Description

Environment Name

The unique name of your Dynamics 365 environment.

Base URL

The base URL of your Dynamics 365 region, such as crm.dynamics.com. This value combines the region and base URL of your environment.

Version

The Dataverse Web API version, such as v9.2.

Tenant

The directory tenant of your Microsoft application, in GUID or domain-name format.

Client ID

The client ID of your registered Microsoft application.

Client Secret

The client secret of your registered Microsoft application.

Grant Type

The grant type used to request access tokens from the Microsoft identity platform, such as client_credentials.

Using the connector in a flow

Managing contacts and leads in a flow

You can use the connector to manage Dynamics 365 contacts and leads in a flow, such as creating a new contact based on an interested party’s information, retrieving contact or lead details, or removing an inactive record.

At a high level:

  1. The Get Contact and Get Lead capabilities retrieve information about a single contact or lead using the email address you specify.

  2. The Create Contact and Create Lead capabilities create a new contact or lead using the first name, last name, email address, and phone number you provide. You can also add other record properties, such as job title, birth date, nickname, and mailing address, in Contact Properties or Lead Properties.

  3. The Update Contact and Update Lead capabilities update an existing contact or lead using the record ID and the properties you want to change.

  4. The Delete Contact and Delete Lead capabilities delete an existing contact or lead using the record ID.

  5. The Make Custom API Call capability calls a Dataverse Web API endpoint that isn’t available as a connector capability, using the endpoint, method, query parameters, headers, and request body you provide.

When creating or updating contacts and leads, the optional birth date property must be in ISO 8601 format, such as 2025-01-31. Incorrect formatting results in an error.

Test the flow by clicking Save, Deploy, and Try Flow.

Capabilities

Get Contact

Retrieve information about a single contact

Show details

  • Properties

  • Input Schema

  • Output Schema

Contact Email textField required

Email address of desired contact

  • default object

    • properties object

      • contactEmail string

        Email address of desired contact.

  • output object

    • rawResponse object

    • statusCode number

    • headers object

Create Contact

Create a new contact

Show details

  • Properties

  • Input Schema

  • Output Schema

First Name textField

First name of new contact

Last Name textField

Last name of new contact

Email Address textField

Email address of new contact

Phone Number textField

Mobile phone number of new contact

Contact Properties keyValueList

Additional contact properties (optional)

  • default object

    • properties object

      • contactFirstName string

        First name of new contact

      • contactLastName string

        Last name of new contact

      • contactNewEmail string

        Email address of new contact

      • contactMobile string

        Mobile phone number of new contact

      • contactProperties array

        Include additonal contact properties (optional)

  • output object

    • rawResponse object

    • statusCode number

    • headers object

Update Contact

Update an existing contact

Show details

  • Properties

  • Input Schema

  • Output Schema

Contact ID textField required

ID of the desired contact (e.g. 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx')

Contact Properties keyValueList

Properties that will be updated for an existing contact

  • default object

    • properties object

      • contactId string

        ID of the desired contact (e.g. 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx')

      • contactUpdateProperties array

        Properties that will be updated for an existing contact

  • output object

    • rawResponse object

    • statusCode number

    • headers object

Delete Contact

Delete an existing contact from your records

Show details

  • Properties

  • Input Schema

  • Output Schema

Contact ID textField required

ID of the desired contact (e.g. 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx')

  • default object

    • properties object

      • contactId string

        ID of the desired contact (i.e. 'contactid')

  • output object

    • rawResponse object

    • statusCode number

    • headers object

Get Lead

Retrieve information about a single lead

Show details

  • Properties

  • Input Schema

  • Output Schema

Lead Email textField required

Email address of desired lead

  • default object

    • properties object

      • leadEmail string

        Email address of desired lead

  • output object

    • rawResponse object

    • statusCode number

    • headers object

Create Lead

Create a new lead

Show details

  • Properties

  • Input Schema

  • Output Schema

First Name textField

First name of new lead

Last Name textField

Last name of new lead

Email Address textField

Email address of new lead

Phone Number textField

Mobile phone number of new lead

Lead Properties keyValueList

Additional lead properties (optional)

  • default object

    • properties object

      • leadFirstName string

        First name of new lead

      • leadLastName string

        Last name of new lead

      • leadNewEmail string

        Email address of new lead

      • leadMobile string

        Mobile phone number of new lead

      • leadProperties array

        Include additonal lead properties (optional)

  • output object

    • rawResponse object

    • statusCode number

    • headers object

Update Lead

Update an existing lead

Show details

  • Properties

  • Input Schema

  • Output Schema

Lead ID textField required

ID of the desired lead (e.g. 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx')

Lead Properties keyValueList

Properties that will be updated for an existing lead

  • default object

    • properties object

      • leadId string

        ID of the desired lead (e.g. 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx')

      • leadUpdateProperties array

        Properties that will be updated for an existing lead

  • output object

    • rawResponse object

    • statusCode number

    • headers object

Delete Lead

Delete an existing lead from your records

Show details

  • Properties

  • Input Schema

  • Output Schema

Lead ID textField required

ID of the desired lead (e.g. 'xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx')

  • default object

    • properties object

      • leadId string

        ID of the desired contact (i.e. 'leadid')

  • output object

    • rawResponse object

    • statusCode number

    • headers object

Make Custom API Call

Define a custom API call to Microsoft Web API

Show details

  • Properties

  • Input Schema

  • Output Schema

Endpoint textField required

Endpoint

Method dropDown required

The HTTP Method.

  • GET

  • POST

  • PUT

  • DELETE

  • PATCH

Query Parameters keyValueList

Add query parameters and provide their values.

Headers keyValueList

Add HTTP headers and provide their values.

Body codeEditor

The raw JSON body, such as "{ "Username": "jsmith@example.com", "ProfileId": "00e8a0000024zkjAAA" }".

  • default object

    • properties object

      • endpoint string required

        Server endpoint URL to where we send request

      • method string required

        Method

      • queryParameters array

        Query Parameters

      • headers array

        Headers

      • body object

        Body

  • output object

    • rawResponse object

    • statusCode number

    • headers object