To configure and run the Microsoft Dynamics 365 Tool script, perform the following steps to set up the tenant ID, client ID, and client secret. These settings ensure secure and seamless authentication and communication with Dynamics 365 data tables.
1Open the Microsoft_Dynamics_365_Tool tool connection.
2On the Code tab, uncomment the configuration block and enter the following property values within double quotes:
- DYNAMICS_TENANT_ID
- DYNAMICS_CLIENT_ID
- DYNAMICS_CLIENT_SECRET
The following snippet shows a sample configuration block:
ENV_FILE = ".env"
#Set Dynamics credentials for and comment it after first run #set_key(ENV_FILE, "DYNAMICS_TENANT_ID", "") #set_key(ENV_FILE, "DYNAMICS_CLIENT_ID", "") #set_key(ENV_FILE, "DYNAMICS_CLIENT_SECRET", "")
After the initial run, you can remove these values.
Alternatively, you can manually add these values to your environment variables.
3On the Input Parameters tab, enter the value for the Action parameter as create, update, or get. Then, perform one of the following steps:
- To create a record, enter values for Table_Name and Data.
- To update a record, enter the Record_ID value.
- To search for a record, enter values for Filter and Fields.
For information about entering search criteria to limit the results using the Filter parameter, see the Dynamics 365 documentation.