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MS Dynamics CRM 365

Qlik Application Automation for OEM provides blocks to work with any type of Entity in MS Dynamics. Entities are similar to custom objects or custom tables in other CRM's. Example to create a new record for a specific Entity type:

The Create Entity block.

The Create Entity block.

Note that Entities have a Logical Name (singular, e.g. Account) and an EntitySetName (plural, e.g. Accounts). Depending on the block used, either will be used. Make sure to use the lookup feature to fill e.g. the Entity Name field. This will show a list of Entities from your MS Dynamics instance.

How to create a free trial for MS Dynamics CRM 365

  1. Go to the Dynamics Trial website (make sure you are not logged in on Microsoft, use e.g. private browsing mode).
  2. Click on Dynamics 365 for Sales to select this app.

Selecting an app.

Selecting an app. Sales is selected.

  1. Click on sign up here next to Are you signing up on behalf of a customer or using this trial for development purposes ? at the bottom of the screen.
  2. On the screen Are you a partner or Microsoft employee, click on No, continue signing up.

The sign in screen.

The Are you a partner or Microsoft employee? popup.

  1. Fill out the form Welcome, let's get to know you with your contact details.

Entering contact details.

The Welcome, let's get to know you form.

  1. On the next screen Create your user ID, you will create a new outlook email address, of the form name@companyname.onmicrosoft.com (e.g. dev@companyname.onmicrosoft.com).

Creating a user ID.

The Create your user ID form.

  1. Verify using SMS by entering your mobile number.

Entering a mobile number.

The Prove you're not a robot form. A phone number is entered.

  1. On the next screen, make sure to take note of your user ID, then click on the Setup button.

Save this info.

A screen showing the sign-in page and the new user ID.

  1. Select a scenario, e.g. Sales or Select all.

Scenario selection.

A list of scenarios: Sales, Customer Service, Field Service, Project Service Automation, and All of these. Sales is selected.

A free trial instance will instantly be created, with its own unique URL, e.g. https://companyname.crm4.dynamics.com/.

The Sales Activity Social Dashboard.

The Sales Activity Social Dashboard.

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