Dynamics <-> CDP

Starting with Dynamics 365 for Customer Engagement apps version 9.0 you can send data about events that occur on the server to a web application using webhooks. Webhooks is a lightweight HTTP pattern for connecting Web APIs and services with a publish/subscribe model. Webhook senders notify receivers about events by making requests to receiver endpoints with some information about the events.

Get Started

These are steps to configure and using web hooks:

Install Microsoft PAC TOOL.
Launch and configure Plugin Registration Tool (PRT)
Creating or configuring a webhook.
Register a step for a webhook.

Install PAC Tool

Install Power Platform CLI for Windows

To install Power Platform CLI for Windows, you can either install via DotNet tool or .msi.

To install via DotNet tool, you must have .NET installed (.NET 6.0 recommended). Install Power Platform CLI by using this command:

dotnet tool install --global Microsoft.PowerApps.CLI.Tool

To install via .msi download and run the .msi file found here: Microsoft Power Platform CLI, choose the Install option.

Install Power Platform CLI for Linux/macOS

To install Power Platform CLI for Linux/macOS using DotNet tool, you must have .NET installed (.NET 6.0 recommended). Install Power Platform CLI by using this command

dotnet tool install --global Microsoft.PowerApps.CLI.Tool

Now let's see what tools are installed.

> pac tool list

ToolName Installed Version Nuget     Status
CMT      No        N/A     9.1.0.80  not yet installed; 'pac tool CMT' will install on first launch
PD       No        N/A     9.1.0.104 not yet installed; 'pac tool PD' will install on first launch
PRT      No        N/A     9.1.0.155 not yet installed; 'pac tool PRT' will install on first launch

Launch and configure Plugin Registration Tool (PRT)

Let's download and launch PRT.

> pac tool prt

Installing 9.1.0.155 version of PRT....
Shortcut in start menu created for 'Plugin Registration Tool'
Installation complete
Launched PRT (9.1.0.155).

It should Launch
Click on **Create New Connection **and login to your organization.

Creating or configuring a Webhook

In the Plug-in Registration tool there is a new Register New Web Hook option to select.
When you register a webhook you must provide three items of information:

Item	Description
Name	A unique name describing the web hook.
Endpoint URL	`https://api.cm.com/marketplace/crm/v1/tenants/{tenant_id}/adapters/{adapter_id}/events?apikey={api_key}`

Save it.

Register a step for a webhook

Registering a step for a webhook is like registering a step for a plugin. The main difference is that you cannot specify any configuration information.

Just like a plugin, you specify the message, and information about entities when appropriate. You can also specify where in the event pipeline to execute the web hook, the execution mode and whether to delete any AsyncOperation when the operation succeeds.

How to create new step:

From the list find the webhook you have recently created.
Right click on it, and select register new step
Now enter the details like:

Attribute	Value	Mandetory
Message	Create/ Update/ Delete or what ever operation you want.	yes
Primary Entity	Must select the entity like: contact, leads, order etc	Yes
Filtering Attribute	Filtering attributes are a list of entity attributes that, when changed, cause the plug-in to execute. If no attributes are set, then the plug-in executes every time an update message occurs.	No
Event Pipeline	PostOperation	Yes
Execution Mode	ASynchoronous	Yes
Deployment	Server	Yes

Click on Register

Its done, Now you can test it by changing in MS Dynamics and It should reflect in CDP Logs.

Get Started​