Microsoft Dynamics 365 CE

Smart Flows allows you to connect your Microsoft Dynamics 365 CE account to your project and use it as a part of your workflow automation. The Microsoft Dynamics 365 CE connector can perform the following tasks:

  • Pull data out of the CDS (Common Data Service)
  • Create a note
  • Create/send an e-mail record
  • Create a task
  • Create a letter
  • Start a Microsoft Dynamics 365 CE workflow
You need access to your Microsoft Dynamics 365 account to configure the Microsoft Dynamics 365 CE connector in Smart Flows.

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For Microsoft Dynamics 365 CE, a service account is necessary when configuring the connector. Client ID and secret are not supported. Smart Flows uses user delegation. This allows Smart Flows to access data from Microsoft Dynamics 365 CE on behalf of the end user.

Required Permissions

1. Read permissions for every entity that you want to use in your flows and templates.
2. Permission to create a letter, e-mail activity, task, and note regarding any of those entities.
3. Full control for the Smart Flows Configuration entity created by our managed solution (another way of doing this is by giving the Smart Flows Admin role to the service account).
4. If you want to use the e-mail for Microsoft Dynamics 365 CE flow block to send e-mail on another user's behalf see - Power Platform | Microsoft Learn to send e-mails in the name of those users.
5. The delegate role to allow the service account to act on behalf of the user.