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Learn how to leverage the AEM Forms Microsoft Dynamics Connector package to integrate and work with Microsoft Dynamics 365 services through adaptive forms

Overview

Microsoft Dynamics 365 is a Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software that provides enterprise solutions for creating and managing customer accounts, contacts, leads, opportunities, and cases. AEM Forms provides a cloud service to integrate Dynamics 365 with Forms Data Integration module through OData connector. Once configured, you can create a form data model based on the entities, attributes, and operations defined in the Dynamics 365 service. Based on the form data model, you can create adaptive forms that interact with Dynamics 365 services to enable business workflows. For example:

  • Query Dynamics 365 data and prepopulate adaptive forms
  • Push data from adaptive form into Dynamics 365
  • Store data in Dynamics 365 through custom entities defined in form data model and vice versa

AEM Forms provides a configuration package that you can use to quickly integrate Dynamics 365 with Forms. The package includes a cloud service configuration and a form data model with preconfigured Dynamics 365 entities and services.

Read on for information about how to configure the cloud service and form data model using the package contents.

Prerequisites

Before you begin to set up and configure Dynamics 365, ensure that you have:

  • AEM 6.3 Forms Cumulative Fix Pack 1 and later
  • Dynamics 365 account
  • Registered application for Dynamics 365 service with Microsoft Azure Active Directory
  • Client ID and client secret for the registered service

Install the OData configuration package

To install the OData configuration package:

  1. Log in to the AEM Forms author instance as an administrator and go to package share at http://[server]:[port]/crx/packageshare.

  2. In package share, search aemforms-msdynamics-configuration-pkg and click Download on the package. Review and accept the license agreement and click OK

  3. After the download completes, click Downloaded. You are redirected to AEM package manager. In the package manager, search the downloaded package, and click Install.

When the package is installed, it deploys the following on your AEM Forms instance:

  • MS Dynamics OData Cloud Service (OData Service)
  • MS Dynamics FDM form data model

Let us now configure the cloud service for your Dynamics 365 service and use the form data model to create adaptive forms.

Configure cloud service for your Dynamics 365 service

The MS Dynamics OData Cloud Service (OData Service) configuration comes with default OData configuration. To configure it to connect with your Dynamics 365 service, do the following.

  1. Navigate to Tools > Deployment > Cloud Services.

  2. In the Third Party Services section, click Show Configuration under Form Data Model.

  3. Click MS Dynamics OData Cloud Service (OData Service) to open the service configuration.

    Copy the cloud service configuration URL. It is similar to the following:

    http://[server]:[port]/etc/cloudservices/fdm/ms-dynamics-odata-cloud-service.html

  4. Go to Microsoft Azure Active Directory account. Add the copied cloud service configuration URL in the Reply URL setting for your registered application. Save the configuration.

    For details, see Update application settings from the Azure portal.

    azre-ad-reply-url
  5. In the MS Dynamics OData Cloud Service (OData Service) configuration, click Edit to open the OData Service dialog.

    Replace the default values in the Service Root, Client Id, Client Secret, and Resource fields with values from your Dynamics 365 service configurations. 

    cloud-service-config
  6. Click Connect to OAuth, and then click Leave when you are prompted to leave the site. You are redirected to Dynamics 365 login page.

  7. Log in with your Dynamics 365 account credentials and accept to allow the cloud service configuration to connect to Dynamics 365 service. It is a one-time task to establish connection between the cloud service and the service.

    You are then redirected to the cloud service configuration page, which displays a message that OData configuration is successfully saved.

The MS Dynamics OData Cloud Service (OData Service) cloud service is configured and connected with your Dynamics 365 service.

Create form data model

When you install the MS Dynamics OData Cloud Service (OData Service) package, a form data model, MS Dynamics FDM, is deployed on your AEM instance. By default, the form data model uses the Dynamics 365 service configured in the MS Dynamics OData Cloud Service (OData Service) as its data source.  

On opening the form data model for the first time, it connects to the configured Dynamics 365 service and fetches entities from your Dynamics 365 instance. The "contact" and "lead" entities from Dynamics 365 are already added in the form data model.

To review the form data model, go to Forms > Data Integrations. Select MS Dynamics FDM and click Open to open the form data model in edit mode. Alternatively, you can open the form data model directly from the following URL: 

http://[server]:[port]/aem/fdm/editor.html/content/dam/formsanddocuments-fdm/ms-dynamics-fdm

default-fdm

Next, you can create an adaptive form based on the form data model and use it in various adaptive form use cases, such as:

  • Prefill adaptive form by querying information from Dynamics 365 entities and services 
  • Invoke Dynamics 365 operations defined in a form data model using adaptive form rules
  • Write submitted form data to Dynamics 365 entities

It is recommended to create a copy of the form data model provided with the configuration package and configure data models and services to suit your requirements. It will ensure that any future updates to the configuration package do not override your form data model.

For more information about creating and using form data model in business workflows, see Data Integration.

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