Microsoft Dynamics 365 Spoke

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
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    Summary of Microsoft Dynamics 365 Spoke

    The Microsoft Dynamics 365 spoke allows users to manage activities and users within Dynamics 365 through ServiceNow. It requires an Integration Hub subscription and is compatible with Microsoft Graph v1.0 and Microsoft Dynamics 365 v9.0, with potential compatibility for later versions.

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    Key Features

    • Spoke Requirements: Requires Global Administrator and Microsoft Dynamics 365 Administrator roles in Microsoft Admin Centre, as well as an OAuth 2.0 app created in Azure AD.
    • Spoke Dependencies: Ensure that the following plugins are installed:
      • ServiceNow IntegrationHub Runtime (com.glide.hub.integration.runtime)
      • ServiceNow IntegrationHub Action Step - REST (com.glide.hub.actionstep.rest)
      • ServiceNow IntegrationHub Action Template - Data Stream (com.glide.hub.actiontype.datastream)

      Note: Some plugins may require additional licenses.

    • Spoke Actions: Automate tasks in Dynamics 365 based on events in ServiceNow. Available actions include:
      • Look up Users Stream: Retrieves all users in an organization.
      • Look up Dynamics CRM Users Stream: Retrieves details of all CRM users.
      • Look up Subscribed SKUs: Retrieves all subscriptions acquired by the organization.
      • Look up Audit Log Stream: Retrieves all audit logs.
      • Look up Activity Pointers Stream: Retrieves all calendar activities performed.
    • Connection Management: Utilizes aliases for managing connection and credential information, simplifying configuration across multiple environments.

    Key Outcomes

    With the Microsoft Dynamics 365 spoke, ServiceNow customers can effectively automate user and activity management tasks in Dynamics 365, streamline operations, and enhance integration capabilities, which leads to improved efficiency and data management across platforms.

    Use Microsoft Dynamics 365 spoke to manage users and activities in Dynamics 365.

    Request apps on the Store

    Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    Integration Hub subscription

    This spoke requires an Integration Hub subscription. For more information, see Legal schedules - IntegrationHub overview.

    Supported versions

    This spoke was built for Microsoft Graph: v1.0 and Microsoft Dynamics 365: v9.0, but may be compatible with later versions.

    Spoke version

    Microsoft Dynamics 365 v 1.0.9 is the latest version.

    Spoke requirements

    • Ensure that you have Global Administrator and Microsoft Dynamics 365 Administrator role in Microsoft Admin Centre.
    • You must create an OAuth 2.0 app in Azure AD and generate the OAuth 2.0 token.

    Spoke dependencies

    If you’re having trouble installing the app, ensure that these dependent plugins are installed:
    • ServiceNow IntegrationHub Runtime (com.glide.hub.integration.runtime)
    • ServiceNow IntegrationHub Action Step - REST (com.glide.hub.action_step.rest)
    • ServiceNow IntegrationHub Action Template - Data Stream (com.glide.hub.action_type.datastream)
    Note:
    Some of these plugins are licensable features and require appropriate licenses, if used outside the spoke implementation.

    Spoke actions

    The Microsoft Dynamics 365 spoke provides actions to automate Microsoft Dynamics 365 tasks when events occurs in your ServiceNow instance. Available actions include:

    Category Action Description
    User Management Look up Users Stream Retrieves all users in an organisation.
    Look up Dynamics CRM Users Stream Retrieves details of all users with access to Microsoft Dynamics CRM system.
    Look up Dynamics Object Schema (Dynamic) Retrieves the list of fields for the specified entity name to be used as dynamic input.
    SKU Management Look up Subscribed SKUs Retrieves all subscriptions that an organization has acquired.
    Audit Management Look up Audit Log Stream Retrieves all audit logs in the system.
    Activity Pointer Management Look up Activity Pointers Stream Retrieves all the calendar activities performed.

    Connection and credential alias requirements

    Integration Hub uses aliases to manage connection and credential information, and OAuth credentials. Using an alias eliminates the need to configure multiple credentials and connection information profiles when using multiple environments. If the connection or credential information changes, you don't need to update any actions that use the connection.

    For information about setting up the spoke, see Set up Microsoft Dynamics 365 and Set up Microsoft Azure Active Directory.

    This spoke requires the Integration Hub subscription. For details, see Request Integration Hub

    Supported versions

    This spoke was built for Microsoft Graph: v1.0 and Microsoft 365 Dynamics: v9.0, but may be compatible with later versions.

    Spoke requirements

    • Ensure that you have Global Administrator and Microsoft Dynamics 365 Administrator role in Microsoft Admin Centre.
    • You must create an OAuth 2.0 app in Azure AD and generate the OAuth 2.0 token.

    Spoke dependencies

    If you’re having trouble installing the app, ensure that these dependent plugins are installed:
    • ServiceNow IntegrationHub Runtime (com.glide.hub.integration.runtime)
    • ServiceNow IntegrationHub Action Step - REST (com.glide.hub.action_step.rest)
    • ServiceNow IntegrationHub Action Template - Data Stream (com.glide.hub.action_type.datastream)
    Note:
    Some of these plugins are licensable features and require appropriate licenses, if used outside the spoke implementation.

    Spoke actions

    The Microsoft Dynamics 365 spoke provides actions to automate Microsoft 365 tasks when events occurs in your ServiceNow instance. Available actions include:

    Category Action Description
    User Management Look up Users Stream Retrieves all users in an organisation.
    SKU Management Look up Subscribed SKUs Retrieves all subscriptions that an organization has acquired.
    Audit Management Look up Audit Log Stream Retrieves all audit logs in the system.
    Activity Pointer Management Look up Activity Pointers Stream Retrieves all the calendar activities performed.

    Connection and credential alias requirements

    Integration Hub uses aliases to manage connection and credential information, and OAuth credentials. Using an alias eliminates the need to configure multiple credentials and connection information profiles when using multiple environments. If the connection or credential information changes, you don't need to update any actions that use the connection.

    For information about setting up the spoke, see Set up Microsoft Dynamics 365.