Microsoft Dynamics CRM

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Add the Microsoft Dynamics CRM Connector

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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 Microsoft Dynamics CRM server to which you want to connect. The default version is CRM2011+.

CData Sync supports authenticating to Microsoft Dynamics CRM 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 (default)
  • OAuth
  • Kerberos
• For CRM version CRMOnline, the following auth schemes are available:
  • OAuth (default)
  • Azure Active Directory
  • Azure Service Principal
  • Azure Service Principal Certificate

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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 Microsoft Dynamics CRM server.
• Password: Enter the password that you use to authenticate to the Microsoft Dynamics CRM server.

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OAuth

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Kerberos

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Azure Active Directory

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Azure Service Principal

To connect with an Azure service principal and client secret, set the following properties:

• Auth Scheme: Select AzureServicePrincipal.
• Azure Tenant: Enter the Microsoft Online tenant to which you want to connect.
• OAuth Client Id: Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.
• OAuth Client Secret: Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

To obtain the OAuth client Id and client secret for your application:

1. Log in to the Azure portal.
2. In the left navigation pane, select All services. Then, search for and select App registrations.
3. Click New registrations.
4. Enter an application name and select Any Azure AD Directory - Multi Tenant.
5. After you create the application, copy the application (client) Id value that is displayed in the Overview section. Use this value as the OAuth client Id.
6. Navigate to the Certificates & Secrets section and select New Client Secret for the application.
7. Specify the duration and save the client secret. After you save it, the key value is displayed.
8. Copy this value because it is displayed only once. You will use this value as the OAuth client secret.
9. On the Authentication tab, make sure to select Access tokens (used for implicit flows).

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Azure Service Principal Certificate

To connect with an Azure service principal and client certificate, set the following properties:

• Auth Scheme: Select AzureServicePrincipalCert.
• Azure Tenant: Enter the Microsoft Online tenant to which you want to connect.
• OAuth Client Id: Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.
• OAuth JWT Cert: Enter your Java web tokens (JWT) certificate store.
• OAuth JWT Cert Type: Enter the type of key store that contains your JWT Certificate. The default type is PEMKEY_BLOB.
• (Optional) OAuth JWT Cert Password: Enter the password for your OAuth JWT certificate.
• (Optional) OAuth JWT Cert Subject: Enter the subject of your OAuth JWT certificate.

To obtain the OAuth certificate for your application:

1. Log in to the Azure portal.
2. In the left navigation pane, select All services. Then, search for and select App registrations.
3. Click New registrations.
4. Enter an application name and select Any Azure AD Directory - Multi Tenant.
5. After you create the application, copy the application (client) Id value that is displayed in the Overview section. Use this value as the OAuth client Id.
6. Navigate to the Certificates & Secrets section and select Upload certificate. Then, select the certificate to upload from your local machine.
7. Specify the duration and save the client secret. After you save it, the key value is displayed.
8. Copy this value because it is displayed only once. You will use this value as the OAuth client secret.
9. On the Authentication tab, make sure to select Access tokens (used for implicit flows).

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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. Connect to Microsoft Dynamics CRM to connect to your Microsoft Dynamics CRM account.
4. Click Create & Test to create your connection.

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More Information