Connector to Microsoft Dynamics CRM

With the Microsoft® Dynamics® CRM connector, you can use commands in a chain to interact with Microsoft Dynamics CRM. For example, with this connector, you can:

• Create and manage Dynamics CRM entities
• Execute Dynamics CRM queries
• Retrieve entities and queries in Dynamics CRM

To connect to Microsoft Dynamics Great Plains® (GP), use a Microsoft SQL Server connector.

Note: This connector is built by Workiva and connects to a third-party system. While our Support team can help configure this connector within your workspace, we are unable to troubleshoot or otherwise assist with any issues that originate outside of the Workiva platform.

Prerequisites

To enable the connection, the connector uses the Microsoft Dynamics CRM REST API. To secure the connection to Microsoft's Common Data Service, the connector uses OAuth authentication via a designated application registered with Azure® Active Directory®.

To set up the connector, you'll need:

• An application registered with Azure Active Directory, which requires:
  • A Microsoft Power Apps® user account with the System Administrator security role and the global administrator role for the Office 365® subscription
  • An Azure subscription
• The ID of the application's tenant
• The application's OAuth client ID and—if private—the client secret
• The username and password of the application's user account
• The domain of the Dynamics CRM tenant to connect to, such as acme.crm.dynamics.com
• Which version of the Dynamics CRM API—8.0, 9.0, or 9.1—the tenant uses

Set up the Microsoft Dynamics CRM connector

Note: To make the connector available for use in your organization's chains, an org security administrator first enables it from Configuration.

1. From Chain Builder, click Connections  compare_arrows, and then Create at the top right.
2. Under BizApp Connection, select Microsoft Dynamics CRM and the default CloudRunner.
   
3. Under Basic Info, enter a unique name and description to help identify the connector.
4. Under Properties, enter the connection's details:
   
   

   Property	Details
   Tenant ID	Enter ID of the tenant found in the connector's registered Azure application.
   Application (client) ID	Enter the Azure application's OAuth client ID.
   Client secret	If the Azure application isn't public, enter its client secret.
   Username	Enter the username of the Azure application's user account.
   Password	Enter the password for the Username property.
   Domain	Enter the domain of the Dynamics CRM tenant to connect to, such as acme.crm.dynamics.com.
   API version	Select which version of the Dynamics CRM API the tenant uses—8.0, 9.0, or 9.1

   Note: All sensitive credentials are automatically encrypted and stored at Advanced Encryption Standard (AES)-256 encryption.

5. Select the environments to use with the connection, and click Save.
6. To test the connection, create and run a chain with the connector's Retrieve Saved Queries command, and verify it returns a valid output.

Troubleshooting

If the connection to Microsoft Dynamics CRM fails:

• Verify the authentication credentials and permissions of the user account used with the connector's registered Azure application.
• Verify the Azure application's OAuth client ID and—if private—its client secret.
• Verify the ID of the tenant found in the Azure application.
• Check the domain of the Dynamics CRM tenant, and verify which API version it uses.