Outsystems Handshake with Microsoft Dynamics 365 CRM

[LonArcvarden]

We had a requirement to connect to Dynamics 365 CRM via Outsystems using an available forge component or with some customization in Outsystems. Thus to achieve this and also to overcome the dependency of the Forge component we came up with an approach that would connect to CRM using .Net code, Azure app, OS integration Studio, and Dynamics 365 CRM.

In this document, we would have a deep look into how we can create a communication channel between Outsystems and Dynamics 365 CRM

[princemeraj]

I usually set up the connection by creating a custom connector and calling the OAuth endpoint first, then using the access token in simple REST calls for create, read, and update actions.

[MichaelSavan]

You can hit the Dynamics API by creating a custom connector in OutSystems and handling OAuth2 with client credentials; once the token flow works, the rest is just mapping entities and calling the right endpoints. I had a similar setup while experimenting with Dynamics 365 Business Central add-ons, and the same token pattern worked fine there too. If you’re stuck, double‑check scopes and make sure your redirect URL matches exactly.

[pAbLo2]

I’ve worked on integrating Outsystems with Microsoft Dynamics 365 CRM across several large-scale projects, and I can say that a properly configured Handshake significantly speeds up data exchange between systems and simplifies customer process management. Partnering with recognized leaders like Virteva, a Microsoft Security Solutions Partner and Certified Microsoft Modern Work Solutions Partner virteva.com , ensures not only seamless integration but also top-level security and compliance with Microsoft standards.