Microsoft Dynamics 365 CRM
With Microsoft Dynamics 365 CRM app modules in Make, you can search, create, update, retrieve, and delete records.
Prerequisites:
To connect your Microsoft Dynamics 365 app, you must obtain the client credentials and Tenant ID from the MS Azure Portal and insert them into Create a connection dialog with your Host URL.
Navigate to the Azure Active Directory service.
Copy the Tenant ID to a safe place.
msedge_BjptXpHMy5.png- Click Applications > New Registration and enter the following details and click Register.
- Name - Enter a name for the app.
- Supported account types - Select the account type based on your preferences. If you are selecting the multitenant option,Accounts in any organizational directory (<your service> - Single tenant) , then the user establishing the connection will have to:
- use the Tenant ID during the connection creation
- be in the same Tenant ID
- Redirect URI (Optional) - Select the following options:
- Platform: Web
- Redirect URI: https://www.integromat.com/oauth/cb/microsoft-dynamics-365-crm
The Client ID and Tenant ID details appear on the app screen. To add a client secret, click Add a certificate or secret.
Click New client secret, enter a description, select the expiry period for the client secret, and click Add.
Copy the value to use as a Client Secret to a safe place.
Click API Permissions > Dynamics CRM , select permission, click Add Permission and click Grant Admin consent for.
You now have all the permission to connect to the app.
Log in to your Make account, add a Microsoft Dynamics 365 module to your , and click the Add button next to the Connection field.
- Enter the following details and click Save.
- Confirm the dialog by clicking the Accept button.
If the Status Code Error: 401 error displays, the Host URL could be inserted with the trailing slash (remove the slash at the end of the URL), or there can be another mistake in the Create a connection dialog field.