Microsoft Dynamics CRM
Last modified: December 12, 2022
Alteryx Tool. The latest version is available from the Alteryx Community.
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.
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Read & Write
Microsoft Dynamics 365 & Azure Active Directory
The Dynamics CRM tools are deprecated. Install the Dataverse tools which provide updated features.
Alteryx Tools Used to Connect
Before using Dynamics CRM Input or Output tools, create an application user role with permissions to access the Microsoft Dynamics CRM instance.
Azure Active Directory Setup
- Create a Web Application registered with your Azure Active Directory Tenant. Visit Create an Azure Active Directory application in the Microsoft Azure Documentation.
- Create a secret key and grant the Dynamics CRM Online permission to your Web Application client. Visit To add application credentials, or permissions to access web APIs in the Microsoft Azure Documentation site. Treat the secret key like any other password, and store it in a safe location.
- Create a custom security role to associate with the application user role created in the next step. Visit Create a security role for the application user in the Microsoft MSDN Documentation.
- Create an application user role to associate with the custom security role created in the previous step. Visit Create an application user associated with the registered application in Dynamics 365 in the Microsoft MSDN documentation.