Dynamics CRM Output Tool Icon

Dynamics CRM Output Tool

Version:
Current
Last modified: July 29, 2020

Use the Dynamics CRM Output tool to write updated data, including the deletion of data, from your Alteryx workflow to entities stored in a Microsoft Dynamics CRM instance.

This tool is not automatically installed with Alteryx Designer. To use this tool, download it from the Alteryx Analytics Gallery.

Tool Configuration

  1. Open the Configuration window for the Dynamics CRM Input tool.
  2. In Organization URI, enter the base URL of the Dynamics CRM instance.
    • Example: https://mycompanyname.crm.dynamics.com/
  3. In Azure Active Directory tenant ID, enter the unique identifier for the Azure Active Directory tenant associated with the Dynamics CRM instance. See Find your Office 365 tenant ID in the Microsoft Documentation.
  4. In Client ID, enter the application user role ID. See Azure Active Directory Setup.
  5. In Client secret key, enter the secret key for the application user role ID. See Azure Active Directory Setup.
  6. From Authentication type, select one of the following options:
    • User login
      • Access to Dynamics CRM entities are based on the permissions granted to your user account.
        1. Click Login.
        2. Enter your Azure Active Directory user name and password.
    • Application login
      • Access to Dynamics CRM entities are based on the permissions granted to the security role associated with the application user role. See Azure Active Directory Setup.
        1. Click Login.
      • After logging in, the Output Entity Configuration window displays.
  7. From Entity output, select the destination Dynamics CRM entity.
  8. From Output operation, select one of the following options:
    • Update or insert: Existing Dynamics CRM entity properties are updated based on a match between the Alteryx workflow field name and the entity's field name. If a match does not exist, a new entity record is inserted.
    • Delete: Existing Dynamics CRM entity properties are delete if a match between the Alteryx workflow field name and the entity's field name exists. If a match does not exist, the Alteryx workflow fields are ignored.

For data to match between an Alteryx workflow and the destination entity, the column names must match. In the case of a Delete or Update operation, the workflow must supply values for the destination entity's primary key fields. For an Insert operation, omit data for the primary key fields on the destination entity to automatically generate a new ID.

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