DocumentationWorkfrontAdobe Workfront Fusion

Microsoft Dynamics 365 modules

Last update: Wed Feb 12 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

In an Adobe Workfront Fusion scenario, you can automate workflows that use Microsoft Dynamics 365, as well as connect it to multiple third-party applications and services.

NOTE
The Microsoft Dynamics 365 connector does not support Dynamics Finance and Operations.
For information about the Microsoft Dynamics 365 Finance and Operations connector, see Microsoft Dynamics 365 Finance and Operations modules.

For instructions on creating a scenario, see the articles under Create scenarios: article index.

For information about modules, see the articles under Modules: article index.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to use the functionality in this article:

table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header
Adobe Workfront package Any
Adobe Workfront license

New: Standard

Or

Current: Work or higher
Adobe Workfront Fusion license**

Current: No Workfront Fusion license requirement.

Or

Legacy: Workfront Fusion for Work Automation and Integration
Product

New:

  • Select or Prime Workfront package: Your organization must purchase Adobe Workfront Fusion.
  • Ultimate Workfront package: Workfront Fusion is included.

Or

Current: Your organization must purchase Adobe Workfront Fusion.

For more detail about the information in this table, see Access requirements in documentation.

For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.

Prerequisites

To use Microsoft Dynamics 365, you must have a Microsoft Dynamics 365 account.

Connect Microsoft Dynamics 365 to Workfront Fusion

You can create a connection to your Microsoft Dynamics 365 account directly from inside an Microsoft Dynamics 365 module.

NOTE
Some Microsoft apps use the same connection, which is tied to individual user permissions. Therefore, when creating a connection, the permissions consent screen displays any permissions that were previously granted to this user’s connection, in addition to any new permissions needed for the current application.
For example, if a user has “Read table” permissions granted via the Excel connector and then creates a connection in the Outlook connector to read emails, the permissions consent screen will show both the already granted “Read table” permission and the newly required “Write email” permission.

  1. In any Microsoft Dynamics 365 module, click Add next to the Connection field.

  2. Fill in the following fields:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 layout-auto html-authored no-header
    Connection name Enter a name for this connection.
    Environment Select whether you are connecting to a production or non-production environment.
    Type Select whether you care connecting to a service account or a personal account.

    Client ID

    (Optional)

    		 Enter your Microsoft Dynamics Client ID.

    Client Secret

    (Optional)

    		 Enter your Microsoft Dynamics Client Secret.
    Authentication URL

    Enter the URL that your instance of Workfront will use to authenticate this connection.

    The default value is https://oauth.my.workfront.com/integrations/oauth2.
    Resource enter the address of your Dynamics 365 account, without >https://.

  3. Click Continue to create the connection and go back to the module.

NOTE
When registering Workfront Fusion in your Microsoft Azure portal, use the following redirect URI:
  • https://app.workfrontfusion.com/oauth/cb/workfront-microsoft-dynamics2

Microsoft Dynamics 365 modules and their fields

When you configure Microsoft Dynamics 365 modules, Workfront Fusion displays the fields listed below. Along with these, additional Microsoft Dynamics 365 fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another.

Map toggle

Triggers

Watch Records (Real Time)

This instant trigger module executes a scenario when a record (object) you specify is created or updated in Dynamics 365.

A webhook is required in this module.

Webhook

Select the webhook that you want to use for this module.

To add a new webhook:

  1. Click Add to the right of the Webhook field

  2. In the Webhook name field, type a descriptive name for the webhook.

  3. In the Connection field, select the Connection that you want to use selected

    For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.

  4. Click Save to save your webhook and return to the module.

Watch Records (Scheduled)

This scheduled trigger module executes a scenario when a record in the object you specify is created or updated after the last scheduled run of this scenario.

The module’s output indicates whether the record that it found is new or updated. If the record was both added and updated in the time period, it is returned as a new record.

This happens on a regularly scheduled interval that you specify.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Include
Select whether you want the module to watch New Records Only, Updated Records Only, or New and Updated Records.
Entity Type
Choose the Microsoft Dynamics 365 record type that you want the scenario to watch.
Outputs
Select the information you want included in the output bundle for this module. Fields are available based on the selected entity type.
Max Records
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Actions

Create Record

This action module creates an entity, such as an appointment or task,.

You specify information about the entity that you want to create.

The module returns the ID of the new entity and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Entity Type
Select the type of entity that you want the module to create.
Select Fields to Map
Select the fields that you want to include values for when the record is created. Available fields depend on the entity type.
Property fields
These are the fields that you selected. Enter the value that you want the record to have for a given property.

Delete Record

This action module deletes an entity.

You specify the ID of the entity.

The module returns the ID of the entity and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Entity Type
Select the type of entity that you want the module to delete.
ID
Enter or map the unique Microsoft Dynamics 365 ID of the record that you want the module to delete.

Make an API Call

This action module lets you make a custom authenticated call to the Microsoft Dynamics 365 API. This way, you can create a data flow automation that can’t be accomplished by the other Microsoft Dynamics 365 modules.

The module returns information about the status code, headers, and body. You can map this information in subsequent modules in the scenario.

To learn more, see the Microsoft documentation about using the Dynamics 365 Customer Engagement Web API.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
URL
Enter a path relative to <Instance URL>/api/data/v9.1/.
Method

Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods.

For more in

Headers

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds the authorization headers for you.

Query String

Add the query for the API call in the form of a standard JSON object.

For example: {"name":"something-urgent"}

Body

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

Read Records

This action module reads data from a single entity in Microsoft Dynamics 365.

You specify the ID of the entity.

The module returns the ID of the entity and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Entity Type
Select the type of entity that you want the module to read.
Outputs
Select the information you want included in the output bundle for this module.
ID
Enter or map the unique Microsoft Dynamics 365 ID of the record that you want the module to read.

Update Record

This action module updates an entity.

You specify the ID of the entity.

The module returns the ID of the updated record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Entity Type
Select the type of entity that you want the module to update.
Select Fields to Map
Select the fields that you want to include values for when the record is created. Available fields depend on the entity type.
Property fields
These are the fields that yous selected. Enter the value that you want the record to have for a given property.
ID
Enter or map the unique Microsoft Dynamics 365 ID of the record that you want the module to update.

Searches

Search Records

This search module looks for records in an object in Microsoft Dynamics 365 that match the search query you specify. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Microsoft Dynamics 365 account to Workfront Fusion, see Connect Microsoft Dynamics 365 to Workfront Fusion in this article.
Entity Type
Select the type of entity that you want the module to update.
Filters

Select the filter that you want to use for this search.

  • Standard Filters

    Set up the filter by selecting a field and operator, and entering or mapping the value that you want to search for. You can use AND or OR rules to your filter.

  • Query Functions

    Enter the Dynamics 365 web API query function that you want to use to search.

    For more information on query functions, see Web API Query Function Reference in the Microsoft documentation.

Sort

Specify the order in which items are returned. You can add multiple sorts.

  • Field

    Specify the field by which you want to sort results.

  • Direction

    Specify the direction of the sort (ascending or descending).

Max Records
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.
Outputs
Select the information you want included in the output bundle for this module.
recommendation-more-help
7e1891ad-4d59-4355-88ab-a2e62ed7d1a3