← AWS + Microsoft Dynamics 365 Sales integrations

Create Custom Entity with Microsoft Dynamics 365 Sales API on New SNS Messages from AWS API

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New SNS Messages from the AWS API
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Create Custom Entity with the Microsoft Dynamics 365 Sales API
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Getting Started

This integration creates a workflow with a AWS trigger and Microsoft Dynamics 365 Sales action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New SNS Messages trigger
    1. Connect your AWS account
    2. Select a AWS Region
    3. Optional- Select a SNS Topic
    4. Optional- Configure SNS Topic Name
  3. Configure the Create Custom Entity action
    1. Connect your Microsoft Dynamics 365 Sales account
    2. Select a Solution ID
    3. Configure Display Name
    4. Configure Primary Attribute
    5. Optional- Select a Language Code
    6. Optional- Configure Additional Attributes
    7. Optional- Configure Description
    8. Optional- Configure Has Activities
    9. Optional- Configure Has Notes
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Creates an SNS topic in your AWS account. Messages published to this topic are emitted from the Pipedream source.
Version:0.4.2
Key:aws-new-sns-messages

AWS Overview

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Trigger Code

import base from "../common/sns.mjs";
import { toSingleLineString } from "../../common/utils.mjs";
import commonSNS from "../../common/common-sns.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  ...base,
  key: "aws-new-sns-messages",
  name: "New SNS Messages",
  description: toSingleLineString(`
    Creates an SNS topic in your AWS account.
    Messages published to this topic are emitted from the Pipedream source.
  `),
  version: "0.4.2",
  type: "source",
  dedupe: "unique", // Dedupe on SNS message ID
  props: {
    ...base.props,
    topicArn: {
      ...commonSNS.props.topic,
      optional: true,
    },
    topic: {
      label: "SNS Topic Name",
      description: toSingleLineString(`
        **Pipedream will create an SNS topic with this name in your account**,
        converting it to a [valid SNS topic
        name](https://docs.aws.amazon.com/sns/latest/api/API_CreateTopic.html).
      `),
      type: "string",
      optional: true,
    },
  },
  methods: {
    ...base.methods,
    getTopicName() {
      return this.convertNameToValidSNSTopicName(this.topic);
    },
  },
  async run(event) {
    if (!this.topicArn && !this.topic) {
      throw new ConfigurationError("Must specify either an existing topic or a new topic name");
    }

    if (this._isSubscriptionConfirmationEvent(event)) {
      const { body } = event;
      const subscriptionArn = await this._confirmSubscription(body);
      this._setSubscriptionArn(subscriptionArn);
      return;
    }

    await this.processEvent(event);
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
AWSawsappThis component uses the AWS app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
AWS RegionregionstringSelect a value from the drop down menu.
SNS TopictopicArnstringSelect a value from the drop down menu.
SNS Topic Nametopicstring

Pipedream will create an SNS topic with this name in your account, converting it to a valid SNS topic name.

Trigger Authentication

AWS uses API keys for authentication. When you connect your AWS account, Pipedream securely stores the keys so you can easily authenticate to AWS APIs in both code and no-code steps.

Follow the AWS Instructions for creating an IAM user with an associated access and secret key.

As a best practice, attach the minimum set of IAM permissions necessary to perform the specific task in Pipedream. If your workflow only needs to perform a single API call, you should create a user and associate an IAM group / policy with permission to do only that task. You can create as many linked AWS accounts in Pipedream as you'd like.

Enter your access and secret key below.

About AWS

Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.

Action

Description:Create a custom entity. [See the documentation](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/create-update-entity-definitions-using-web-api)
Version:0.0.1
Key:microsoft_dynamics_365_sales-create-custom-entity

Action Code

import microsoft from "../../microsoft_dynamics_365_sales.app.mjs";
import languageCodes from "../../common/language-codes.mjs";
import pluralize from "pluralize";

export default {
  key: "microsoft_dynamics_365_sales-create-custom-entity",
  name: "Create Custom Entity",
  description: "Create a custom entity. [See the documentation](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/create-update-entity-definitions-using-web-api)",
  version: "0.0.1",
  type: "action",
  props: {
    microsoft,
    solutionId: {
      propDefinition: [
        microsoft,
        "solutionId",
      ],
    },
    displayName: {
      type: "string",
      label: "Display Name",
      description: "The name of the new entity. E.g. `Bank Account`",
    },
    primaryAttribute: {
      type: "string",
      label: "Primary Attribute",
      description: "The primary name attribute of the new entity. E.g. `Account Name`",
    },
    languageCode: {
      type: "integer",
      label: "Language Code",
      description: "The language code to use for the entity",
      options: languageCodes,
      default: 1033,
      optional: true,
    },
    additionalAttributes: {
      type: "object",
      label: "Additional Attributes",
      description: "An array of objects representing attributes to add to the custom entity. [See the documentation](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/create-update-entity-definitions-using-web-api) for more information about formatting attribute objects",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "A description of the new entity",
      optional: true,
    },
    hasActivities: {
      type: "boolean",
      label: "Has Activities",
      description: "Set to `true` if the new entity has activities",
      default: false,
      optional: true,
    },
    hasNotes: {
      type: "boolean",
      label: "Has Notes",
      description: "Set to `true` if the new entity has notes",
      default: false,
      optional: true,
    },
  },
  methods: {
    parseAttributes() {
      return this.additionalAttributes
        ? typeof this.additionalAttributes === "string"
          ? JSON.parse(this.additionalAttributes)
          : this.additionalAttributes
        : [];
    },
    removeSpaces(str) {
      return str.replace(/\s+/g, "");
    },
    buildLocalizedLabelArray(label) {
      return [
        {
          "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
          "Label": label,
          "LanguageCode": this.languageCode,
        },
      ];
    },
  },
  async run({ $ }) {
    const solution = await this.microsoft.getSolution({
      $,
      solutionId: this.solutionId,
    });

    const { customizationprefix } = await this.microsoft.getPublisher({
      $,
      publisherId: solution._publisherid_value,
    });

    const attributes = this.parseAttributes();

    const { headers } = await this.microsoft.createCustomEntity({
      $,
      returnFullResponse: true,
      headers: {
        "MSCRM.SolutionUniqueName": solution.uniquename,
      },
      data: {
        "@odata.type": "Microsoft.Dynamics.CRM.EntityMetadata",
        "Attributes": [
          {
            "@odata.type": "Microsoft.Dynamics.CRM.StringAttributeMetadata",
            "DisplayName": {
              "@odata.type": "Microsoft.Dynamics.CRM.Label",
              "LocalizedLabels": this.buildLocalizedLabelArray(this.primaryAttribute),
            },
            "IsPrimaryName": true,
            "SchemaName": `${customizationprefix}_${this.removeSpaces(this.primaryAttribute)}`,
            "MaxLength": 100,
            "FormatName": {
              "Value": "Text",
            },
            "RequiredLevel": {
              "Value": "None",
              "CanBeChanged": true,
              "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings",
            },
          },
          ...attributes,
        ],
        "DisplayName": {
          "@odata.type": "Microsoft.Dynamics.CRM.Label",
          "LocalizedLabels": this.buildLocalizedLabelArray(this.displayName),
        },
        "DisplayCollectionName": {
          "@odata.type": "Microsoft.Dynamics.CRM.Label",
          "LocalizedLabels": this.buildLocalizedLabelArray(pluralize(this.displayName)),
        },
        "Description": this.description && {
          "@odata.type": "Microsoft.Dynamics.CRM.Label",
          "LocalizedLabels": this.buildLocalizedLabelArray(this.description),
        },
        "HasActivities": this.hasActivities,
        "HasNotes": this.hasNotes,
        "SchemaName": `${customizationprefix}_${this.removeSpaces(this.displayName)}`,
        "PrimaryNameAttribute": `${customizationprefix}_${this.removeSpaces(this.primaryAttribute)}`,
        "OwnershipType": "UserOwned",
      },
    });

    const entityId = headers["odata-entityid"].substring(headers["odata-entityid"].lastIndexOf("/") + 1);
    const response = await this.microsoft.getEntity({
      $,
      entityId,
    });

    $.export("$summary", `Successfully created custom entity with ID: ${entityId}`);

    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
Microsoft Dynamics 365 SalesmicrosoftappThis component uses the Microsoft Dynamics 365 Sales app.
Solution IDsolutionIdstringSelect a value from the drop down menu.
Display NamedisplayNamestring

The name of the new entity. E.g. Bank Account

Primary AttributeprimaryAttributestring

The primary name attribute of the new entity. E.g. Account Name

Language CodelanguageCodeintegerSelect a value from the drop down menu:{ "label": "Afrikaans - South Africa", "value": 1078 }{ "label": "Albanian - Albania", "value": 1052 }{ "label": "Arabic - Algeria", "value": 5121 }{ "label": "Arabic - Bahrain", "value": 15361 }{ "label": "Arabic - Egypt", "value": 3073 }{ "label": "Arabic - Iraq", "value": 2049 }{ "label": "Arabic - Jordan", "value": 11265 }{ "label": "Arabic - Kuwait", "value": 13313 }{ "label": "Arabic - Lebanon", "value": 12289 }{ "label": "Arabic - Libya", "value": 4097 }{ "label": "Arabic - Morocco", "value": 6145 }{ "label": "Arabic - Oman", "value": 8193 }{ "label": "Arabic - Qatar", "value": 16385 }{ "label": "Arabic - Saudi Arabia", "value": 1025 }{ "label": "Arabic - Syria", "value": 10241 }{ "label": "Arabic - Tunisia", "value": 7169 }{ "label": "Arabic - U.A.E.", "value": 14337 }{ "label": "Arabic - Yemen", "value": 9217 }{ "label": "Armenian - Armenia", "value": 1067 }{ "label": "Azeri (Cyrillic) - Azerbaijan", "value": 2092 }{ "label": "Azeri (Latin) - Azerbaijan", "value": 1068 }{ "label": "Basque - Spain", "value": 1069 }{ "label": "Belarusian - Belarus", "value": 1059 }{ "label": "Bulgarian - Bulgaria", "value": 1026 }{ "label": "Catalan - Spain", "value": 1027 }{ "label": "Chinese - Hong Kong S.A.R.", "value": 3076 }{ "label": "Chinese - Macau S.A.R.", "value": 5124 }{ "label": "Chinese - People's Republic of China", "value": 2052 }{ "label": "Chinese - Singapore", "value": 4100 }{ "label": "Chinese - Taiwan", "value": 1028 }{ "label": "Croatian - Croatia", "value": 1050 }{ "label": "Czech - Czech Republic", "value": 1029 }{ "label": "Danish - Denmark", "value": 1030 }{ "label": "Divehi - Maldives", "value": 1125 }{ "label": "Dutch - Belgium", "value": 2067 }{ "label": "Dutch - Netherlands", "value": 1043 }{ "label": "English - Australia", "value": 3081 }{ "label": "English - Belize", "value": 10249 }{ "label": "English - Canada", "value": 4105 }{ "label": "English - Caribbean", "value": 9225 }{ "label": "English - Ireland", "value": 6153 }{ "label": "English - Jamaica", "value": 8201 }{ "label": "English - New Zealand", "value": 5129 }{ "label": "English - Republic of the Philippines", "value": 13321 }{ "label": "English - South Africa", "value": 7177 }{ "label": "English - Trinidad and Tobago", "value": 11273 }{ "label": "English - United Kingdom", "value": 2057 }{ "label": "English - United States", "value": 1033 }{ "label": "English - Zimbabwe", "value": 12297 }{ "label": "Estonian - Estonia", "value": 1061 }{ "label": "Faroese - Faeroe Islands", "value": 1080 }{ "label": "Farsi - Iran", "value": 1065 }{ "label": "Finnish - Finland", "value": 1035 }{ "label": "French - Belgium", "value": 2060 }{ "label": "French - Canada", "value": 3084 }{ "label": "French - France", "value": 1036 }{ "label": "French - Luxembourg", "value": 5132 }{ "label": "French - Monaco", "value": 6156 }{ "label": "French - Switzerland", "value": 4108 }{ "label": "Macedonian - North Macedonia", "value": 1071 }{ "label": "Galician - Spain", "value": 1110 }{ "label": "Georgian - Georgia", "value": 1079 }{ "label": "German - Austria", "value": 3079 }{ "label": "German - Germany", "value": 1031 }{ "label": "German - Liechtenstein", "value": 5127 }{ "label": "German - Luxembourg", "value": 4103 }{ "label": "German - Switzerland", "value": 2055 }{ "label": "Greek - Greece", "value": 1032 }{ "label": "Gujarati - India", "value": 1095 }{ "label": "Hebrew - Israel", "value": 1037 }{ "label": "Hindi - India", "value": 1081 }{ "label": "Hungarian - Hungary", "value": 1038 }{ "label": "Icelandic - Iceland", "value": 1039 }{ "label": "Indonesian - Indonesia", "value": 1057 }{ "label": "Italian - Italy", "value": 1040 }{ "label": "Italian - Switzerland", "value": 2064 }{ "label": "Japanese - Japan", "value": 1041 }{ "label": "Kannada - India", "value": 1099 }{ "label": "Kazakh - Kazakhstan", "value": 1087 }{ "label": "Korean - Korea", "value": 1042 }{ "label": "Latvian - Latvia", "value": 1062 }{ "label": "Lithuanian - Lithuania", "value": 1063 }{ "label": "Malay - Brunei Darussalam", "value": 2110 }{ "label": "Malay - Malaysia", "value": 1086 }{ "label": "Marathi - India", "value": 1102 }{ "label": "Mongolian - Mongolia", "value": 1104 }{ "label": "Norwegian (Bokmål) - Norway", "value": 1044 }{ "label": "Norwegian (Nynorsk) - Norway", "value": 2068 }{ "label": "Polish - Poland", "value": 1045 }{ "label": "Portuguese - Brazil", "value": 1046 }{ "label": "Portuguese - Portugal", "value": 2070 }{ "label": "Punjabi - India", "value": 1094 }{ "label": "Romanian - Romania", "value": 1048 }{ "label": "Russian - Russia", "value": 1049 }{ "label": "Spanish - Spain", "value": 1034 }{ "label": "Spanish - Mexico", "value": 2058 }{ "label": "Spanish - Argentina", "value": 11274 }{ "label": "Spanish - Chile", "value": 13322 }{ "label": "Spanish - Colombia", "value": 9226 }{ "label": "Swahili - Kenya", "value": 1089 }{ "label": "Swedish - Sweden", "value": 1053 }{ "label": "Tamil - India", "value": 1097 }{ "label": "Thai - Thailand", "value": 1054 }{ "label": "Turkish - Turkey", "value": 1055 }{ "label": "Ukrainian - Ukraine", "value": 1058 }{ "label": "Urdu - Pakistan", "value": 1056 }{ "label": "Vietnamese - Vietnam", "value": 1066 }{ "label": "Welsh - United Kingdom", "value": 1106 }
Additional AttributesadditionalAttributesobject

An array of objects representing attributes to add to the custom entity. See the documentation for more information about formatting attribute objects

Descriptiondescriptionstring

A description of the new entity

Has ActivitieshasActivitiesboolean

Set to true if the new entity has activities

Has NoteshasNotesboolean

Set to true if the new entity has notes

Action Authentication

Microsoft Dynamics 365 Sales uses OAuth authentication. When you connect your Microsoft Dynamics 365 Sales account, Pipedream will open a popup window where you can sign into Microsoft Dynamics 365 Sales and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft Dynamics 365 Sales API.

Pipedream requests the following authorization scopes when you connect your account:

emailoffline_accessopenidprofile

About Microsoft Dynamics 365 Sales

Close more deals and increase seller efficiency with an AI-powered CRM solution.

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