Python application - Dynamics 365

you can access the Microsoft Dynamics 365 using  the following approach.


The following method works for  dynamics 365  V9.0

NOTE: You have to register the CRM app in Azure AAD to get ClientID & secret, later those can be used to get access tokens & interact with CRM web api from outside applications like java/php/.net web applications.

- Installing ` pip install dynamics365crm-python `

- Usage If you will not use the oauth authentication and you already have an access token, call the library like this: - resource = the url of the CRM, example: https://example.crm2.dynamics.com/ ` from dynamics365crm.client import Client client = Client('RESOURCE', 'ACCESS_TOKEN') `

-If you will use the oauth authentication call the library like this: ` from dynamics365crm.client import Client client = Client('RESOURCE',CLIENT_ID', 'CLIENT_SECRET') `

- Get authorization url ` url = client.url_petition("REDIRECT_URL") `

- Exchange the code for an access token ` token =client.exchange_code('REDIRECT_URL', 'CODE') `

- Refresh token ` token = client.refresh_token('REFRESH TOKEN', 'REDIRECT_URL') `

- Set token ` token = client.set_token('TOKEN') ` 

 Contacts Section - see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/contact?view=dynamics-ce-odata-9

CONTACT ENTITY CRUD 

- Get Contacts can receive orderby, filter, select, top, expand ` list_contacts = client.get_contacts() `

- Create Contact ` create_contact =client.create_contact(firstname="FIRSTNAME", lastname="LASTNAME",middlename="MIDDLENAME", emailaddress1="EMAILADDRESS") `

- Delete Contact ` delete_contact = client.delete_contact('ID') `

- Update Contact ` update_contact = client.update_contact('ID',firstname="FIRSTNAME", lastname="LASTNAME", middlename="MIDDLENAME",emailaddress1="EMAILADDRESS") `

 Accounts Section - see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/account?view=dynamics-ce-odata-9

ACCOUNT ENTITY CRUD

- Get Accounts can receive orderby, filter, select, top, expand ` get_accounts = client.get_accounts() `

- Create Account ` create_account = client.create_account(name="NAME",websiteurl="WWW.WEBSITE.COM") `

- Delete Account ` create_account = client.delete_account('ID') `

- Update Account ` update_account = client.update_account(id="ID",name="NAME") `

 Opportunities Section - see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/opportunity?view=dynamics-ce-odata-9

OPPORTUNITY ENTITY CRUD

- Get Opportunities can receive orderby, filter, select, top, expand ` list_opportunities = client.get_opportunities() `

- Create Opportunities ` create_opportunities =client.create_opportunity(name="OPPORTUNITY NAME") `

- Delete Opportunities ` delete_opportunities =client.delete_opportunity(id="OPPORTUNITY ID") `

- Update Opportunities ` update_opportunities =client.update_opportunity(id="OPPORTUNITY ID", name="OPPORTUNITY NAME",description="SOME DESCRIPTION") `

 Leads Section - see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/lead?view=dynamics-ce-odata-9

LEAD ENTITY CRUD

- Get Leads can receive orderby, filter, select, top, expand ` list_leads = client.get_leads() `

- Create Lead ` create_leads = client.create_lead(fullname="LEAD NAME",subject="LEAD SUBJECT", mobilephone="123456",websiteurl="WWW.WEBSITE.COM", middlename="MIDDLE LEAD NAME") `

 - Delete Lead ` delete_leads = client.delete_lead("ID") `

- Update Lead ` update_leads = client.update_lead(fullname="LEAD NAME",subject="LEAD SUBJECT", mobilephone="123456",websiteurl="WWW.WEBSITE.COM", middlename="MIDDLE LEAD NAME") `

Campaign Section - see the documentation https://docs.microsoft.com/es-es/dynamics365/customer-engagement/web-api/campaign?view=dynamics-ce-odata-9

CAMPAIGN ENTITY CRUD

- Get Campaigns can receive orderby, filter, select, top, expand ` list_campaigns = client.get_campaigns() `

- Create Campaign ` create_campaign =client.create_campaign(name="CAMPAIGN NAME", description="SOMEDESCRIPTION") `

- Delete Campaign ` delete_campaign = client.delete_campaign(id="ID") `

- Update Campaign ` update_campaign = client.update_campaign(id="ID",name="CAMPAIGN NAME", description="SOME DESCRIPTION") `

-Requirements - requests

-Tests ` dynamics365crm/test.py `