Dynamics CRM Custom Objects Connector Setup

This connector is designed to work with a single custom entity. When working with more than one, you must install a separate Dynamics CRM connector for each custom entity type.

Installation

For details on how to authenticate this connector click here. See the image below for an example:

When setting up the connector you will also have to enter the names of the custom entity set and custom entity type you wish to interact with.

The request or response fields for the specified custom entity will now be auto-mapped for each method (request fields for the CREATE/UPDATE methods, response fields for GET methods).

Example:

You can edit the Display Name and Description to preference but do not edit the Field Location or Data Type, doing so will cause mapping issues. You can remove any fields you do not wish to display using the bin/trash button to the right of the field.

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