https://github.com/onify/blueprint-dynamics-365-customer-service-create-incident

Onify Blueprint: Create incident in Dynamics 365 Customer Service
https://github.com/onify/blueprint-dynamics-365-customer-service-create-incident

bpmn dynamics dynamics-365 erp flow integration microsoft onify onify-blueprint onify-blueprints rest-api

Last synced: 24 days ago
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Onify Blueprint: Create incident in Dynamics 365 Customer Service

• Host: GitHub
• URL: https://github.com/onify/blueprint-dynamics-365-customer-service-create-incident
• Owner: onify
• License: mit
• Created: 2022-09-28T10:31:04.000Z (over 2 years ago)
• Default Branch: main
• Last Pushed: 2022-09-29T07:25:37.000Z (over 2 years ago)
• Last Synced: 2024-12-25T05:59:19.858Z (29 days ago)
• Topics: bpmn, dynamics, dynamics-365, erp, flow, integration, microsoft, onify, onify-blueprint, onify-blueprints, rest-api
• Language: JavaScript
• Homepage: https://onify.co
• Size: 443 KB
• Stars: 0
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

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# Onify Blueprint: Create incident in Dynamics 365 Customer Service

[Microsoft Dynamics 365 Customer Service](https://dynamics.microsoft.com/customer-service/overview/) is a module for customer service automation that streamlines case and knowledge management, enables personalized customer service with a 360-degree customer view, and provides visibility into customer service department performance with dashboards and reports.

In this Blueprint we create a incident using REST-API integration.

![Onify Blueprint: Create incident in Dynamics 365 Customer Service](blueprint.jpg "Blueprint")

## Requirements

* [Onify Hub](https://github.com/onify/install)

* [Camunda Modeler](https://camunda.com/download/modeler/)

* [Dynamics 365 Customer Service](https://dynamics.microsoft.com/customer-service/overview/)

## Included

* 1 x Flow

## Setup

### Microsoft

There are 2 parts to this setup

1. App registration (Registering an App in Active Directory). Please follow [these instructions](https://d365demystified.com/2022/03/06/setup-postman-to-connect-to-dynamics-365-crm-using-oauth-2-0-azure-app-registration/), section *Register an App in Azure* ( name the app `Onify Web API` instead ;-) )

2. Add CRM application user

   1. Go to `https://admin.powerplatform.microsoft.com/environments//appusers` (where `` is your Dynamics 365 CRM environment id)

   2. Add your newly created app as a app user (and add appropriate security roles)

### Onify

Add the following settings.

|Key|Name|Value|Type|Tag|Role|

|---|----|-----|----|---|----|

|azure_credentials|Microsoft Azure credentials|``` { "tenant": "", "client_id": "",	"client_secret": ""}```|object|dynamics365, frontend|admin|

|dynamics365_url|Dynamics 365 CRM url|`https://..dynamics.com`|string|dynamics365, frontend|admin|

> Note: Creating settings via admin interface add a trailing `_` in key. This is required for flow to work.

## Test

1. Open the BPMN diagram in Camunda Modeler.

2. Update `[email protected]` value in the `Create incident` task

3. Deploy the BPMN diagram (click `Deploy current diagram` and follow the steps).

4. Run it (click `Start current diagram`).

## Support

* Community/forum: https://support.onify.co/discuss

* Documentation: https://support.onify.co/docs

* Support and SLA: https://support.onify.co/docs/get-support

## License

This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.

## Contributors

Thanks [Tony Aronsson](https://github.com/Aronsson84) @ [Zitac](https://github.com/zitacconsulting) for the support.