Dynamics 365

This documentation for the Dynamics 365 integration describes the technical capabilities of this integration, including authorization, scopes/permissions, and utilized endpoints. For more information on how to integrate Dynamics 365, visit our connection instructions.

Version

This integration utilizes the Dynamics 365 Web API v9.0.

Base URL

The base URL used for all Dynamics 365 API endpoints contains the Organization Subdomain:

https://subdomain.crm.dynamics.com/api/data/v9.0

Endpoints Utilized

DataGrail uses the following endpoints to authorize and test the connection:

Method	Endpoint	Purpose	Docs
GET	/contacts	Verify authentication
GET	https://login.microsoftonline.com/tenant/oauth2/v2.0/authorize	Request authorization
POST	https://login.microsoftonline.com/tenant/oauth2/v2.0/token	Get and refresh access token

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Authentication & Authorization

The DataGrail Dynamics 365 integration connects using OAuth 2.0 with the following credentials: Client ID and Client Secret.

Sensitive Credentials

Publicly exposing your API credentials can allow unauthorized access to Dynamics 365 API endpoints by a third party. DataGrail stores your API credentials encrypted and protected.

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Limits

Limits in Dynamics 365 are calculated using the leaky bucket algorithm. All requests that are made after rate limits have been exceeded are throttled and an HTTP 429 Too Many Requests error is returned. Requests succeed again after enough requests have emptied out of the bucket.

• DataGrail supports requests throttling to stay within 70-80% of specified service rate limits.
• DataGrail processes API responses with HTTP 429 status to interrupt requests, waiting and retrying (using an exponential backoff strategy).

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Capabilities

Access

DataGrail's Dynamics 365 integration provides Synchronous Access capabilities for the following supported identifier category: Email.

Data Interactions

For Access requests, DataGrail will take the following actions:

1. Fetch accounts by the configured identifiers.
2. For each identified account, DataGrail will fetch the following objects:

Match Found

• annotations
• appointments
• activity_parties
• emails
• phonecalls
• tasks

3. Fetch contacts by the configured identifiers.
4. For each identified contact, DataGrail will fetch the following objects:

Match Found

• annotations
• appointments
• activity_parties
• emails
• phonecalls
• tasks

Endpoints Utilized

Method	Endpoint	Purpose	Docs
GET	/accounts	Fetch accounts
GET	/contacts	Fetch contacts

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Deletion

DataGrail's Dynamics 365 integration provides Synchronous (Whole Record) Deletion capabilities for the following supported identifier category: Email.

Data Interactions

For Deletion requests, DataGrail will take the following actions:

1. Fetch accounts by the configured identifiers.
2. For each of the identified accounts, DataGrail will delete the following objects:

Match Found

• annotations
• appointments
• activity_parties
• emails
• phonecalls
• tasks

3. Fetch contacts by the configured identifiers.
4. For each identified contact, DataGrail will delete the following objects:

Match Found

• annotations
• appointments
• activity_parties
• emails
• phonecalls
• tasks

Endpoints Utilized

Method	Endpoint	Purpose	Docs
GET	/accounts	Fetch accounts
DEL	/accounts(account_id)	Delete account objects
GET	/contacts	Fetch contacts
DEL	/contacts(contact_id)	Delete contact objects

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