Microsoft Dynamics CRM
Last updated
Last updated
The Microsoft Dynamics CRM piece in ZBrain Flow lets you integrate your CRM operations directly into automated workflows. This allows you to create, retrieve, update, and delete CRM records, or make custom API calls to Microsoft Dynamics CRM endpoints. It helps in streamlining customer data management and syncing actions across platforms without manual effort.
Click on the '+' button in your ZBrain Flow and search for Microsoft Dynamics CRM.
Select it and choose the required action. Available actions include:
Create Record – Add a new record to your CRM.
Delete Record – Remove an existing record from the system.
Get Record – Retrieve detailed information for a specific record.
Update Record – Modify the values of an existing record.
Custom API Call – Send direct API requests to any supported endpoint in Microsoft Dynamics CRM.
Whichever action you choose for Microsoft Dynamics CRM in ZBrain Flow—whether it’s creating, updating, deleting, retrieving a record, or making a custom API call—you must first create a connection with Microsoft Dynamics CRM.
To create the connection, open the 'Connection' dropdown in your selected action and click on 'create connection'. A setup window will appear. Fill in the following details:
Enter a name in the ‘Connection Name’ field.
Keep the default value in the ‘Redirect URL’ field as is:
Enter the required ‘Client ID’ and ‘Client Secret’—you can find these in your Azure app registration.
In the ‘Host URL (without trailing slash)’ field, input your Microsoft Dynamics CRM instance URL (e.g., ).
Provide your ‘Tenant ID’—this is typically found in the Azure portal.
Leave the ‘Proxy URL with Port’ field empty unless your network requires a proxy setup.
Once all fields are filled, click ‘Connect’ to authenticate, then hit ‘Save’.
Configuration steps:
In the 'Connection' field, select your existing Microsoft Dynamics CRM connection or create a new one if you haven’t yet.
In the 'Entity Type' field, choose or map the entity for which you want to create the new record. This could be any standard or custom entity configured in your CRM instance.
Configuration steps:
In the 'Connection' field, choose your Microsoft Dynamics CRM connection.
In the 'Entity Type' field, select or map the name of the entity from which you want to delete a record.
In the ‘Record ID' field, select the unique ID of the record that needs to be deleted. All available IDs from the selected entity will be displayed after you choose the entity type.
The configuration for retrieving a record is the same as deleting a record in Microsoft Dynamics CRM. Please refer to the steps in ‘How to delete a record in Microsoft Dynamics CRM’ and follow the same instructions here.
Once you select the entity type, all available IDs will be listed. Select the one you want to retrieve.
The setup for updating a record is the same as the delete record action in Microsoft Dynamics CRM. Refer to ‘How to delete a record in Microsoft Dynamics CRM’ and follow the same steps here.
After selecting the entity type, all available record IDs will be listed. Choose the record you want to update.
Configuration steps:
Select your existing Microsoft Dynamics CRM connection in the ‘Connection’ field. If you don’t have a connection yet, refer to the 'How to create a Microsoft Dynamics CRM connection in ZBrain Flow' section and complete those steps first.
Choose the HTTP method from the ‘Method’ field based on your API request type (GET, POST, PUT, DELETE, etc.).
In the ‘Headers’ section, add any custom headers required for your request. Authorization headers are already handled automatically through the connection.
Use the ‘Query Parameters’ field to add any key-value pairs you want to pass in the request URL.
Add the request body under ‘Body’, if needed.
You can also choose to enable the ‘No Error on Failure’ option to prevent the flow from breaking on error.
Set a timeout value in the ‘Timeout (in seconds)’ field if your request requires more execution time than the default.