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Business Rules Example #232 – Retrieve Userid from a different CRM Instance using Azure

Oct 4, 2019 | Business Rule Example

A new knowledge base article has been published on our support portal.

Overview

This article shows how to retrieve a User ID from a different Dynamics 365 instance using Azure.

North52 BPA Solution

The North52 BPA solution works like this:

  • A formula is created that will trigger whenever a workflow activates it
  • The formula will gather the Azure token using its directory(tenant id),  client_id and client_secret
  • The formula will then use this token to retrieve this userid using a CallRestAPI

View this article in full on our support portal