> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sync.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Dynamics CRM

export const CommonDatasourceMoreInformation = ({datasource = "the data source", advancedurl = "", siteName = "CData Sync", driverVersion = ""}) => {
  return <>
      <p>
        For more information about interactions between {siteName} and {datasource}, see{' '}
        <a href={`https://cdn.cdata.com/help/${advancedurl}${driverVersion}/synch/default.htm`}>
          {datasource} Connector for {siteName}
        </a>.
      </p>
    </>;
};

export const CommonAuthSchemeAzureserviceprincipalcert = () => {
  return <>
      <p>To connect with an Azure service principal and client certificate, set the following properties:</p>
      <ul>
        <li><strong>Auth Scheme:</strong> Select <strong>AzureServicePrincipalCert</strong>.</li>
        <li><strong>Azure Tenant:</strong> Enter the Microsoft Online tenant to which you want to connect.</li>
        <li><strong>OAuth Client Id:</strong> Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.</li>
        <li><strong>OAuth JWT Cert:</strong> Enter your Java web tokens (JWT) certificate store.</li>
        <li><strong>OAuth JWT Cert Type:</strong> Enter the type of key store that contains your JWT Certificate. The default type is <strong>PEMKEY_BLOB</strong>.</li>
        <li>(Optional) <strong>OAuth JWT Cert Password:</strong> Enter the password for your OAuth JWT certificate.</li>
        <li>(Optional) <strong>OAuth JWT Cert Subject:</strong> Enter the subject of your OAuth JWT certificate.</li>
      </ul>
      <p>To obtain the OAuth certificate for your application:</p>
      <ol>
        <li>Log in to the <a href="https://portal.azure.com" target="_blank" rel="noopener noreferrer">Azure portal</a>.</li>
        <li>In the left navigation pane, select <strong>All services</strong>. Then, search for and select <strong>App registrations</strong>.</li>
        <li>Click <strong>New registrations</strong>.</li>
        <li>Enter an application name and select <strong>Any Azure AD Directory - Multi Tenant</strong>.</li>
        <li>After you create the application, copy the application (client) Id value that is displayed in the <strong>Overview</strong> section. Use this value as the OAuth client Id.</li>
        <li>Navigate to the <strong>Certificates & Secrets</strong> section and select <strong>Upload certificate</strong>. Then, select the certificate to upload from your local machine.</li>
        <li>Specify the duration and save the client secret. After you save it, the key value is displayed.</li>
        <li>Copy this value because it is displayed only once. You will use this value as the OAuth client secret.</li>
        <li>On the <strong>Authentication</strong> tab, make sure to select <strong>Access tokens (used for implicit flows)</strong>.</li>
      </ol>
    </>;
};

export const CommonAuthSchemeAzureserviceprincipal = () => {
  return <>
      <p>To connect with an Azure service principal and client secret, set the following properties:</p>
      <ul>
        <li><strong>Auth Scheme:</strong> Select <strong>AzureServicePrincipal</strong>.</li>
        <li><strong>Azure Tenant:</strong> Enter the Microsoft Online tenant to which you want to connect.</li>
        <li><strong>OAuth Client Id:</strong> Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.</li>
        <li><strong>OAuth Client Secret:</strong> Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.</li>
      </ul>
      <p>To obtain the OAuth client Id and client secret for your application:</p>
      <ol>
        <li>Log in to the <a href="https://portal.azure.com" target="_blank" rel="noopener noreferrer">Azure portal</a>.</li>
        <li>In the left navigation pane, select <strong>All services</strong>. Then, search for and select <strong>App registrations</strong>.</li>
        <li>Click <strong>New registrations</strong>.</li>
        <li>Enter an application name and select <strong>Any Azure AD Directory - Multi Tenant</strong>.</li>
        <li>After you create the application, copy the application (client) Id value that is displayed in the <strong>Overview</strong> section. Use this value as the OAuth client Id.</li>
        <li>Navigate to the <strong>Certificates & Secrets</strong> section and select <strong>New Client Secret</strong> for the application.</li>
        <li>Specify the duration and save the client secret. After you save it, the key value is displayed.</li>
        <li>Copy this value because it is displayed only once. You will use this value as the OAuth client secret.</li>
        <li>On the <strong>Authentication</strong> tab, make sure to select <strong>Access tokens (used for implicit flows)</strong>.</li>
      </ol>
    </>;
};

export const CommonAuthSchemeAzuread = ({siteName = "CData Sync"}) => {
  return <>
      <p>
        To connect with an Azure Active Directory (AD) user account, select <strong>AzureAD</strong>{' '}
        for <strong>Auth Scheme</strong>. {siteName} provides an embedded OAuth application with
        which to connect, so no additional properties are required.
      </p>
    </>;
};

export const CommonAuthSchemeKerberos = ({siteName = "CData Sync", siteNameShort = "Sync", datasource = "the data source"}) => {
  return <>
      <p>To connect with Kerberos, specify these settings:</p>
      <ul>
        <li><strong>Auth Scheme:</strong> Select <strong>Kerberos</strong>.</li>
        <li><strong>User:</strong> Enter the username that you use to authenticate to your {datasource} account.</li>
        <li><strong>Password:</strong> Enter the password that you use to authenticate to your {datasource} account.</li>
        <li><strong>Kerberos KDC:</strong> Enter the host name or IP address of your Kerberos Key Distribution Center (KDC) machine.</li>
        <li><strong>Kerberos Realm:</strong> Enter the Kerberos realm that you use to authenticate to Kerberos.</li>
        <li><strong>Kerberos SPN:</strong> Enter the service principal name (SPN) for the Kerberos domain controller.</li>
        <li><strong>Kerberos User:</strong> Enter the principal name for the Kerberos Domain Controller. The name should be in the form <strong><em>Host</em>/<em>User</em>@<em>Realm</em></strong>.</li>
        <li>(Optional) <strong>Kerberos Keytab File:</strong> Enter the full file path to your Kerberos keytab file.</li>
        <li>(Optional) <strong>Kerberos Ticket Cache:</strong> Enter the full file path to an MIT Kerberos credential cache file.</li>
      </ul>
    </>;
};

export const CommonAuthSchemeOauthEmbedded = ({siteName = "CData Sync", siteNameShort = "Sync", datasource = "the data source"}) => {
  return <>
      <p>
        {siteName} provides an embedded OAuth application with which to connect. To use the application, select <strong>OAuth</strong> for <strong>Auth Scheme</strong>. No additional properties are required.
      </p>
    </>;
};

export const CommonDatasourceAddConnector = ({datasource = "the data source", title = "the connector", destination = false, siteNameShort = "Sync"}) => {
  return <>
      <p>
        To enable {siteNameShort} to use data from {datasource}, you first must add the
        connector, as follows:
      </p>
      <ol>
        <li>Open the <strong>Connections</strong> page of the {siteNameShort} dashboard.</li>
        <li>Click <strong>Add Connection</strong> to open the <strong>Select Connectors</strong> page.</li>
        <li>
          Click the <strong>{destination ? "Destinations" : "Sources"}</strong> tab and locate
          the <strong>{title}</strong> row.
        </li>
        <li>
          Click the <strong>Configure Connection</strong> icon at the end of that row to open
          the <strong>New Connection</strong> page. This action opens the{' '}
          <strong>Add Connection</strong> dialog box.
          <br />
          <strong>Note:</strong> If the <strong>Configure Connection</strong> icon is not
          available, click the <strong>Download Connector</strong> icon to install
          the {title} connector.
        </li>
        <li>Enter a name for your connection in the <strong>Add Connection</strong> dialog box.</li>
        <li>Click <strong>Add</strong> to open the <strong>Settings</strong> tab for your connector.</li>
      </ol>
      <p>
        For more information about installing new connectors, see{' '}
        <a href="../connections">Connections</a>.
      </p>
    </>;
};

export const CommonDatasourceIntroSource = ({datasource = "the data source", siteName = "CData Sync"}) => {
  return <p>
      You can use the {datasource} connector from the {siteName} application to capture data
      from {datasource} and move it to any supported destination. To do so, you need to add
      the connector, authenticate to the connector, and complete your connection.
    </p>;
};

export const driverVersion = "M";

export const siteNameShort = "Sync";

export const siteName = "CData Sync";

export const datasource = "Microsoft Dynamics CRM";
export const pageTitle = "Microsoft Dynamics CRM";
export const advancedurl = "RM";
export const oauthschemes = "OAuth and AzureAD";

<CommonDatasourceIntroSource datasource={datasource} siteName={siteName} />

## Add the Microsoft Dynamics CRM Connector

<CommonDatasourceAddConnector datasource={datasource} title={pageTitle} destination={false} siteNameShort={siteNameShort} />

## Authenticate to Microsoft Dynamics CRM

After you add the connector, you need to set the required properties.

* **URL:** Enter the root URL for your organization.
  * For CRM 4.0 or a CRM 2011, the URL is in this form: http\://*MySite*/*MyOrganization*.
  * For CRM Online, the URL is in this form: https\://*MyOrganization*.crm.dynamics.com
* **CRM Version:** Select the type of {datasource} server to which you want to connect. The default version is **CRM2011+**.

{siteName} supports authenticating to {datasource} in several ways. Select your authentication method below (based on your CRM version) to proceed to the relevant section that contains the authentication details.

* For CRM version **CRM2011+**, the following auth schemes are available:
  * [**NTLM**](#ntlm) (default)
  * [**OAuth**](#oauth)
  * [**Kerberos**](#kerberos)
* For CRM version **CRMOnline**, the following auth schemes are available:
  * [**OAuth**](#oauth) (default)
  * [**Azure Active Directory**](#azure-active-directory)
  * [**Azure Service Principal**](#azure-service-principal)
  * [**Azure Service Principal Certificate**](#azure-service-principal-certificate)

### NTLM

To connect with NTLM user credentials, specify the following properties:

* **Auth Scheme:** Select **NTLM**.
* **User:** Enter the SharePoint username that you use to authenticate to the {datasource} server.
* **Password:** Enter the password that you use to authenticate to the {datasource} server.

### OAuth

<CommonAuthSchemeOauthEmbedded siteName={siteName} siteNameShort={siteNameShort} datasource={datasource} />

### Kerberos

<CommonAuthSchemeKerberos siteName={siteName} siteNameShort={siteNameShort} datasource={datasource} />

### Azure Active Directory

<CommonAuthSchemeAzuread siteName={siteName} siteNameShort={siteNameShort} datasource={datasource} />

### Azure Service Principal

<CommonAuthSchemeAzureserviceprincipal siteName={siteName} siteNameShort={siteNameShort} datasource={datasource} />

### Azure Service Principal Certificate

<CommonAuthSchemeAzureserviceprincipalcert siteName={siteName} siteNameShort={siteNameShort} datasource={datasource} />

## Complete Your Connection

To complete your connection:

1. (Optional) For **Organization Name**, enter your organization name.
2. Define advanced connection settings on the **Advanced** tab. (In most cases, though, you should not need these settings.)
3. {oauthschemes ? `If you authenticate with ${oauthschemes}, click` : "Click"} **Connect to {datasource}** to connect to your {pageTitle} account.
4. Click **Create & Test** to create your connection.

## More Information

<CommonDatasourceMoreInformation datasource={datasource} advancedurl={advancedurl} siteName={siteName} driverVersion={driverVersion} />