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Frequently Asked Questions about AWS Lambda + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AWS Lambda and Microsoft Dynamics 365 CRM
How can AWS Lambda be triggered from Microsoft Dynamics 365 CRM?
AWS Lambda can be triggered from Microsoft Dynamics 365 CRM using several approaches. One method is to utilize webhooks in Dynamics 365, which can send data to an API Gateway. The API Gateway then triggers our Lambda function with the necessary data payload.
What actions can be performed in Dynamics 365 CRM using AWS Lambda?
AWS Lambda can perform various actions like updating records, creating new entries, or processing data within Dynamics 365 CRM by interacting with its Web API. These actions are executed by writing custom code in the Lambda function that authenticates and interacts with the CRM's endpoints.
Is it possible to process real-time data from Dynamics 365 CRM with AWS Lambda?
Yes, real-time data processing is possible. By setting up event triggers or using webhooks in Dynamics 365 CRM, you can send instantaneous updates or changes directly to an AWS Lambda function for processing as events occur.
What kind of authentication is required for integrating AWS Lambda with Dynamics 365 CRM?
Typically, OAuth2.0 is used for authentication when integrating AWS Lambda with Dynamics 365 CRM. We need to register an application within Azure Active Directory and use the obtained client ID and secret to authenticate our calls from within the Lambda function.
Can AWS Lambda write back data to Microsoft Dynamics 365 CRM after processing?
Yes, after processing the incoming data or event in a AWS Lambda function, it can write back results or status updates directly into Microsoft Dynamics 365 CRM through its Web API endpoints.
How do we handle errors during the integration of AWS Lambda and Dynamics 365?
Error handling between AWS Lambda and Dynamics 365 involves implementing proper try-catch blocks within your Lambda code and logging meaningful error messages. Monitoring tools like CloudWatch Logs also help track any errors occurring during execution.
What are some common use cases for integrating AWS Lambda with Microsoft Dynamics 365 CRM?
Common use cases include automating sales processes by triggering workflows based on specific field changes, integrating third-party services where events start from or end at the CRM system, or transforming data before it's entered into other systems via APIs.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.