Integrating Dynamics 365 with Azure Function using Managed Identity

Wednesday, March 20, 2019

I love Azure Functions. These days, I have to restrain the tendency to solve every problem with this Swiss army knife.  When designing Azure Function integration with Dynamics 365, one of the immediate questions raised is where to store connection strings, credentials and other sensitive details.  The immediate answer is ‘Not in your code’. So where?One option is to store sensitive details in the Application Settings store which is ‘encrypted at rest and transmitted over an encrypted channel.’ While this option is  quite easy to use, it isn’t considered most secured. Another option is using Managed Identity...

Implementing Lead Landing Page with Flow (in 10 min. or less)

Sunday, February 24, 2019

Microsoft Flow, along with Logic Apps, Power Apps and CDS has revolutionized integration with Microsoft Dynamics 365. I have been working with Dynamics products since 2005 and when comparing the resources required back then to hook up a landing page to Dynamics, I estimate that modern solutions require less than 5%. In addition, you don’t have to be an expert developer to implement simple integration scenarios, as declarative mechanisms like Flow and Logic Apps can handle the heavy lifting.     In this post I’ll walkthrough the process of Implementing a Lead Landing Page with Flow while writing the minimum amount...
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Referencing Dynamics Assemblies with Azure Function Apps v.2

Tuesday, February 19, 2019

Just stumbled upon a new  Azure environment, where Azure Function Apps have been upgraded to version 2. Right away, noticed that my Azure Function code referencing Dynamics assemblies does not compile, complaining aboutThe type or namespace name 'Xrm' does not exist in the namespace ‘Microsoft' (are you missing an assembly reference?) After digging around, I found out that the project.json is not longer valid with v.2.Instead, the function.proj file must be created and reference Dynamics assemblies in the following manner:       461              

Microsoft Graph API – Assign DYN365 License to AAD User

Thursday, December 27, 2018

The automated process of user provisioning becomes common in many projects. Often, the process includes components outside of Dynamics 365 such as  creating a user in Azure Active Directory, assigning plans and licenses and adding user to AAD groups. All of these can be automated using the Microsoft Graph API. In this post, I’ll demonstrate assigning Microsoft Dynamics 365 license to an existing user with Postman. You can later convert Postman requests to JS or C# code or use in Flow and Logic Apps. Prerequisites Have Postman application installed Have access to Office 365 and...
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Auto Backup Dynamics 365 Solution using Flow & Dropbox

Monday, December 24, 2018

Harnessing the scaffold suggested in my last post, I would like to suggest a simple way to automatically backup Dynamics 365 solution with Flow/Logic Apps. The following Flow will allow you to copy Dynamics 365 solution file into Dropbox account on schedule for backup or any other purpose.You can download the scaffold Flow solution here and import into your Flow environment. Then, update the necessary details according to the following walkthrough. The last Dropbox related Action is not included, you’ll add it yourself. Prerequisites Access to Microsoft Dynamics 365 online instance and Flow environment Register...
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Executing Web API Calls from Flow/Logic Apps

Thursday, November 22, 2018

While writing my previous post regarding Flow as a scheduling mechanism,  I stumbled across this post demonstrating how to execute Web API calls from Flow. Why would you want to execute Web API calls from Flow/Logic Apps?While Microsoft Flow/Logic Apps support basic Dynamics 365 operations, there are many missing functions that can simplify common integration scenarios between these platforms: executing Custom Actions, triggering Processes, handling metadata and issuing complex queries. Some of these problems can be worked around using the Command Pattern, but using the Web API from within Flow/Logic Apps provides a simple and powerful integration mechanism.   ...
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