- Homepage:
- https://github.com/otago/crm.git
- Packagist:
- https://packagist.org/packages/otago/crm
- Repository:
- https://github.com/otago/crm
Readme
Microsoft Dynamics CRM API dynamics SilverStripe
Register your Azure application to communicate with CRM
- Create a user account in your Microsoft 365 environment to be used as the token generator for your web application (e.g. [email protected]_organisation.onmicrosoft.com).
- Add the user account to Dynamics 365 preferably with full permissions.
- In Microsoft Azure Active Directory, create a Native Application in the App Registrations area.
- Within your Native Application, go to Owners and add the user account
- Within your Native Application, go to 'Required permissions' and add 'Dynamics CRM Online'. You must then go to Dynamics' Delegated Permissions and check 'Access CRM Online as organization users'.
- Within your Native Application, go to 'Keys' and generate a new key. Be sure to save the generated value somewhere for later use.
- You should now have everything you need to use the CRM module.
Using the Envornment version:
==================
Add your application details into .env
Create a .env file and add the following:
AZUREAPPLICATIONCLIENT="XXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXX"
AZUREAPPLICATIONSECRET="my secret key that came from azure portal"
AZUREAPPLICATIONENDPOINT="https://login.microsoftonline.com/XXXXXXXXXXXXX/oauth2/token"
AZUREAPPLICATIONRESOURCELOCATION="https://<myorganisationcrmname>.dynamics.com"
==================
Use the Microsoft Dynamics 365 Web API
https://msdn.microsoft.com/en-us/library/mt593051.aspx
==================
Examples
Post data to CRM
try {
CRM::request(
'https://your_organisation.crm5.dynamics.com/api/data/v8.2/leads',
'POST',
array(
"subject" => "Website Enquiry",
"emailaddress1" => $do->YourEmail,
"firstname" => $do->YourName,
"jobtitle" => $do->Message
)
);
} catch ( Exception $e) {
throw new SS_HTTPResponse_Exception('failure to connect to crm: '.$e->getMessage());
}Retrieve data from CRM - return only firstname and lastname - only return the first 3 pages
try {
CRM::request(
'https://your_organisation.crm5.dynamics.com/api/data/v8.2/leads?$select=firstname,leadid',
'GET',
array(),
array('Prefer: odata.maxpagesize=3')
);
} catch ( Exception $e) {
throw new SS_HTTPResponse_Exception('failure to connect to crm: '.$e->getMessage());
}Update a object's fields by ID
try {
CRM::request(
'https://your_organisation.crm5.dynamics.com/api/data/v8.2/leads(bf830ffd-2047-e711-8105-70106fa91921)',
'PATCH',
array(
"subject" => "123 Website Enquiry",
"email address1" => $do->YourEmail,
"firstname" => $do->YourName,
"jobtitle" => $do->Message
)
);
} catch ( Exception $e) {
throw new SS_HTTPResponse_Exception('failure to connect to crm: '.$e->getMessage());
}Update an individual field for a object by ID
try {
CRM::request(
'https://your_organisation.crm5.dynamics.com/api/data/v8.2/leads(bf830ffd-2047-e711-8105-70106fa91921)/subject',
'PUT',
array(
"value" => "321 Website Enquiry"
)
);
} catch ( Exception $e) {
throw new SS_HTTPResponse_Exception('failure to connect to crm: '.$e->getMessage());
}Delete a object by ID
try {
CRM::request(
'https://your_organisation.crm5.dynamics.com/api/data/v8.2/leads(bf830ffd-2047-e711-8105-70106fa91921)',
'DELETE'
);
} catch ( Exception $e) {
throw new SS_HTTPResponse_Exception('failure to connect to crm: '.$e->getMessage());
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