Microsoft Dynamics CRM
Microsoft Dynamics CRM is a Customer Relationship Management software product, offered as part of the Microsoft Dynamics family of business software products.
| Type of Support: | Read & Write |
| Verified On: | Microsoft Dynamics 365 & Azure Active Directory |
| Connection Type: | Alteryx Tool. The latest version is available from the Alteryx Analytics Gallery. |
| Driver Details: |
To configure a connection to Microsoft Dynamics CRM, create a Web Application Client in Azure Active Directory or a self-hosted Active Directory server, depending on the version and configuration of Dynamics CRM. |
Alteryx tools used to connect
Authentication Configuration
Before using Dynamics CRM Input or Output tools, create an application user role with permissions to access the Microsoft Dynamics CRM instance.
