Microsoft Dynamics CRM
Connection Type | Alteryx Tool. The latest version is available from the Alteryx Community. |
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. |
Type of Support | Read & Write |
Validated On | Microsoft Dynamics 365 & Azure Active Directory |
Warning
The Dynamics CRM tools are deprecated. Install the Dataverse tools which provide updated features.
Desktop Automation (Scheduler) is not supported by this connector.
Version | Description |
v1.0.2 |
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v1.0.1 |
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v1.0.0 |
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Alteryx Tools Used to Connect
Dynamics CRM Input Tool
Dynamics CRM Output Tool
Authentication Configuration
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 and service principal that can access resources.
Create a secret key and grant the Dynamics CRM Online permission to your Web Application client. Visit Quickstart: Register an application with the Microsoft identity platform. 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.
Create an application user role to associate with the custom security role created in the previous step. Visit Manually create a Dynamics 365 application user.