MS Dynamics

The following set of steps displays how to create an MS Dynamics Data Connector.

  • Click the ‘Microsoft Dynamics’ Data Connector icon from the Data Connector page.

  • The Microsoft Dynamics Data Connector page opens.

  • Provide the following information:

    • Tenant ID/Directory ID

    • Resource URL

    • Client ID/ Application ID

    • Client Secret/ Keys

    • Add the given URL link to register your Azure app. Follow the below-given steps:

  • A new page opens asking to log in to the Microsoft Dynamics CRM account by using the ‘Select Account’ option.

  • Provide the Data Connector Name.

  • Describe the Data Connection (optional).

  • Click the ‘Save’ option.

  • A success message appears, and the newly created Microsoft Dynamics Data Connector gets added to the Data Connectors list.

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