Dynamics CRM

Prerequisites

In Dynamics CRM, create a custom OAuth application.

Setup Guide

Follow these steps to connect Dynamics CRM to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Dynamics CRM into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Enter the following information:

   • CRM Version—the CRM version. Choose either CRM2011+ or CRMOnline from the drop-down list.
   • URL—the root URL of the organization. The formatting of this URL depends on the version of CRM that you use.
   • OAuth Client Id—the Application (client) Id from your OAuth application.
   • OAuth Client Secret—the Client Secret from your OAuth application.
6. Click Sign in to connect securely through OAuth. This action opens the Dynamics CRM sign-in page in a new tab.

7. Log in to your Dynamics CRM account and provide the requested permissions (if applicable).

8. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

Create a Custom OAuth Application

Follow these steps to create a custom OAuth Application in Dynamics CRM:

1. Open your Azure portal and open the navigation pane. Select Azure Active Directory, then App Registrations.

2. Click New Registration.

3. Enter the following information:

   • Name—a name for the application (for example, Connect AI).
   • Supported account types—select Accounts in any organization directory.
   • Redirect URI—select Web and enter https://oauth.cdata.com/oauth/
4. Click Register to create the application.

5. In the application view, select Certificates & Secrets.

6. Select New Client Secret, set a duration, and save it. When the key value appears, copy it down to use when establishing the connection.

7. Select API permissions and click Add a permission.

8. Select Dynamics CRM and choose Delegated permissions. Select user_impersonation in the permissions list.

9. Click Add permissions to save your changes.

10. Select Overview and copy down the value for Application (client) ID.

More Information

For more information about interactions between Connect AI and Dynamics CRM, see this information page.