Dynamics CRM
Dynamics CRM
Follow these steps to connect Dynamics CRM to your CData Connect Cloud account:
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In Dynamics CRM, create a custom OAuth application.
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In CData Connect Cloud, open the Connections page of the dashboard.
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Click + Add Connection in the upper-right corner.
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Type Dynamics CRM in the Add Connection modal that opens. Click the data-source name when it is displayed.
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On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
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Enter the following information:
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CRM Version—the CRM version. Choose either CRM2011+ or CRMOnline from the drop-down list.
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URL—the root URL of the organization. The formatting of this URL depends on the version of CRM that you use.
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OAuth Client Id—the Application (client) Id from your OAuth application.
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OAuth Client Secret—the Client Secret from your OAuth application.
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Click Sign in to connect securely through OAuth. This action opens the Dynamics CRM sign-in page in a new tab.
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Log into your Dynamics CRM account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add Dynamics CRM Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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Creating a Custom OAuth Application
Follow these steps to create a custom OAuth Application in Dynamics CRM:
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Open your Azure portal and open the navigation pane. Select Azure Active Directory, then App Registrations.
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Click New Registration.
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Enter the following information:
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Name—a name for the application (for example, CData Connect Cloud).
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Supported account types—select Accounts in any organization directory.
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Redirect URI—select Web and enter https://oauth.cdata.com/oauth/
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Click Register to create the application.
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In the application view, select Certificates & Secrets.
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Select New Client Secret, set a duration, and save it. When the key value appears, copy it down to use when establishing the connection.
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Select API permissions and click Add a permission.
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Select Dynamics CRM and choose Delegated permissions. Select user_impersonation in the permissions list.
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Click Add permissions to save your changes.
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Select Overview and copy down the value for Application (client) ID.
More Information
For more information about interactions between CData Connect Cloud and Dynamics CRM, see this information page.