simple-dyn365 1.6.1

Examples

There are two ways to gain access to Dynamics

The first is using client credentials which is to simply pass the CRM Org link, client ID, client Secret, TenantID

For example:

from simple_dyn365 import Dynamics
dyn = Dynamics(client_id='47xxxx37-xxxx-4837-bxx6-5fxxxx2a07e', client_secret='nb4gh5jtbKG.MWASDTU-bLqP~9YCFt-n', tenant_id='cxxxx58c-xxxx-4d8a-ac2e-1a8dxxxxfbb4', crm_org='https://myenvname.crm.dynamics.com')

For more information about this method and configuration of API user please refer to: Simple-dyn365 API Configuration

The second way is using password, as this feature is still to be implemented.

Record Management

To create a new ‘Contact’ in Dynamics:

dyn.contacts.create({'firstname' : 'Adam', 'email' : 'adam@adam-ma.dev'})

This will return a string of response such as 'https://myenvname.crm.dynamics.com/api/data/v9.2.21051.00140/contacts(96c5a6d3-28d3-eb11-bacc-000d3a57991e)'

To get a dictionary with all the information regarding that record, use:

contact = dyn.contacts.get('96c5a6d3-28d3-eb11-bacc-000d3a57991e')

To change that contact’s first name from ‘Adam’ to ‘John’ and add a last name of ‘Mahameed’ use:

dyn.contacts.update('96c5a6d3-28d3-eb11-bacc-000d3a57991e',{'firstname': 'John', 'lastname': 'Mahameed'})

To delete the contact:

dyn.contacts.delete('96c5a6d3-28d3-eb11-bacc-000d3a57991e')

Note that Update, Delete and Upsert actions return the associated HTTP status codes

Use the same format to create any record, including ‘accounts’, ‘contacts’, and ‘annotations’. Make sure to have all the required fields for any entry. The Web API has all entities and their fields.

Queries

It’s also possible to write select queries in Dynamics

Queries are done via:

dyn.query("contacts?$select=fullname,contactid")

It can also be done in the following way:

dyn.contacts.query("select=fullname,contactid")

Other Options

To retrieve basic metadata use:

dyn.contacts.metadata()

To upload Base64 object, use:

dyn.annotations.upload_base64(file_path='myimage.png', base64_field='documentbody' data={'subject' : 'Some subject', 'notetext' : 'Some text for the sweet note', 'objectid_contact@odata.bind' : 'contacts(02125b8c-9ed2-eb11-bacc-000d3a57991e)', 'filename' : 'myimage.png'})

To update Base64 object, use:

dyn.annotations.update_base64(entity_id='65bb00b9-99d2-eb11-bacc-000d3a57991e',base64_field='documentbody', file_path='newimg.png'))

To retrieve a Base64 object:

base64_data = dyn.annotations.get_base64('65bb00b9-99d2-eb11-bacc-000d3a57991e', base64_field='documentbody')
with open('img.png', 'wb') as f:
     f.write(base64_data)

Author & License

This package is released under MIT license. Simple-DYN365 was written by Adam Mahameed, its idea was taken from implementation of simple-salesforce REST API package.

GitHub