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Microsoft Dynamics 365

You can integrate Microsoft Dynamics 365 with Yellow.ai to enhance customer engagement and streamlining interactions through intelligent conversational capabilities. With this integration, you can create, update, retrieve and delete leads. Additionally, it enables you to create, update, and delete records, as well as establish links between related field records.

Supported Microsoft D 365 CRM actions in Yellow.ai​

ActionsDescriptions
Create a LeadGenerates a new lead entry within Microsoft.
Get Lead DetailsRetrieves comprehensive lead information from the Microsoft database.
Update a LeadModifies and updates the details of a lead within the Microsoft system.
Delete A LeadRemoves specific lead details from the Microsoft database.
Create RecordInitiates the creation of a fresh record within any entity in Microsoft.
Associate RecordsEstablishes vital connections between entities in Dynamics 365, particularly useful for linking fields with complex relationships not directly supported by the create record action.
Picklist OptionsRetrieves predefined picklist choices for all picklist-type fields within the selected entity.
State OptionsFetches predefined state options for all state-type fields within the selected entity.
Status OptionsGathers predefined status choices for all status-type fields within the selected entity.
Search RecordsConducts a thorough search across all records within a specific entity.
Update RecordEdits and updates the value within a single record.
Deleting RecordsErases records from the selected entities within the Microsoft system.

Connect Yellow.ai with Microsoft D 365 CRM​

You need Organization URL, Client ID, Client Secret and Tenent ID to connect Yellow.ai with Microsoft. The following steps will take you through the process of obtaining them.

Fetch Organization URL​

The following steps will guide you through fetching Organization URL.

  1. Create an account in Microsoft Dynamic 365 Sales and login.

  2. Copy the part highlighted in the image below. This is your Organization URL.

Fetch Client ID, Secret & Tenent ID​

Obtain Client ID, Client Secret and Tenant ID from your Microsoft Azure App.

If you already have an app:​

  1. Log in to your Azure portal.

  2. Go to App Registeration.

  3. Click on the app you'd like to connect your bot with. Ensure it is in Current status.

  4. Copy the Client ID and Tenant ID as highlighted in the below image.

  5. Go to Certificates & Secrets and copy the Value. If it is concealed, click + New client secret to generate a new secret value. Copy and store it as that would be your Client Secret.

  6. Go to App registrations > Overview > Redirect URIs.

  7. Click Add URI and and copy/ paste the webhook from Yellow.ai.

info

To find the webhook URL, go to Integrations > CRM > Microsoft Dynamic 365 > Copy the URL.

  1. Click Save.

If you do not have an app​

You need to create a new app and follow the steps mentioned above. To create a new app:

  1. Log in to your Azure portal.

  2. Go to App Registeration.

  3. Click + New Registeration.

  4. Fill the following fields:

  • Name: Enter a name for your App.
  • Supported account types: Choose who all can use this app/access this API.
  • Redirect URI: Choose Web from the drop down and copy/ paste the webhook from Yellow.ai.
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To find the webhook URL, go to Integrations > CRM > Microsoft Dynamic 365 > Copy the URL.

  1. Click Register.

Authorize Yellow.ai to access Microsoft​

  1. On the left navigation bar, go to Extensions > Integrations.

  2. Navigate to CRM > Microsoft Dynamic 365. Alternatively, you can use the Search box to find the integration app.

  3. Fill in the fields with data obtained in the previous sections.

info
  1. In a two-tier environment, add account names in Development and use them in Live.
  2. In a three-tier environment, add accounts in Staging and Sandbox, and they'll be available in Production.

  1. Click Connect.

  2. You can add up to 15 accounts. To add another Zoho CRM account, click on Add account and follow the steps mentioned above.

Manage Microsoft D 365 CRM via Yellow.ai bot​

To manage your Microsoft D 365 CRM account through yellow.ai bot, follow these steps:

  1. Go to Studio and create a flow based on your requirement.

  2. In whichever point you want the bot to access Microsoft D 365 Sales, inlcude the Microsoft D 365 Sales node. For that drag the node connector, go to Integrations > Microsoft dynamics 365.

    drawing

  3. In the Microsoft dynamics 365 node, fill the following:

    drawing
  • Account name: Choose the Microsoft account. If you have only one account, the account name is automatically populated. If you have multiple accounts, the first account added is auto-populated. Select the one you want to use at that moment.
  • Action: Choose the action to be performed.
  • Select Objects: Choose the Microsoft entity in which the chosen action should be performed.
  • Based on the chosen entity, collect user input for the relevant fields, store the data in variables, and pass these variables as an input to perform the desired action.
info

Some action may not require selection of entities, for example, Create a Lead.

  1. Each action returns a JSON response. Store the response in an object variable and extract specific information from the payload. To display the response information to the user, pass that variable to a message node.

    For example, if you receive the following response, you can use this syntax {{{variables.variablename.companyname}}} to display only the company name.

{
  "@odata.context": "https://orgfd96595f.crm8.dynamics.com/api/data/v9.0/$metadata#leads(subject,companyname,firstname,lastname,emailaddress1,telephone1)/$entity",
  "@odata.etag": "W/\"2074593\"",
  "subject": "Test lead from postman",
  "companyname": "Contoso",
  "firstname": "bhaskar",
  "lastname": "k",
  "emailaddress1": "[email protected]",
  "telephone1": "345345345",
  "leadid": "48669bf7-890c-ec11-b6e6-002248d4bce4"
}