---
title: Microsoft Dynamics 365 CRM
slug: microsoft-dynamics-365-crm
image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_microsoft-dynamics-365-crm.png
docTags: 
createdAt: 2025-02-03T13:28:36.235Z
---

With Microsoft Dynamics 365 CRM app modules in Make, you can search, create, update, retrieve, and delete records.

:::hint{type="info"}
The Microsoft Dynamics 365 CRM app is available on the [Make Enterprise plan](https://www.make.com/en/enterprise).
:::

## Getting Started with Microsoft Dynamics 365

Prerequisites:

- A Microsoft account — you can create one at [account.microsoft.com/account](https://account.microsoft.com/account?lang=en-us)
- Azure Active Directory account — you can create one at [azure.microsoft.com/en-us/free](https://azure.microsoft.com/en-us/free/)
- Azure Active Directory Tenant – see [How to get an Azure Active Directory Tenant](https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-create-new-tenant)
- A Microsoft Dynamics 365 F\&O apps subscription – see [MS Dynamics 365 pricing](https://dynamics.microsoft.com/en-us/pricing/)
- A Microsoft Dynamics 365 CRM apps subscription. See [Microsoft Dynamics 365 pricing](https://dynamics.microsoft.com/en-us/pricing/).

## Connect Microsoft Dynamics 365 to Make

To connect your Microsoft Dynamics 365 app, you must obtain the client credentials and Tenant ID from the [MS Azure Portal](https://portal.azure.com/) and insert them into **Create a connection** dialog with your **Host URL**.

1. Log in to [MS Azure Portal](https://portal.azure.com/).
2. Navigate to the **Azure Active Directory** service.

   ![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/aD2xhKDuNyzxc3zBJ-Yvx_uuid-a7ef6145-85ad-2abd-194e-a7641b796ec8.png)
3. Copy the Tenant ID to a safe place.

   ![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/MzDqoZ5rv848rXKRalvIR_uuid-b6ff1c48-258d-763f-5ee7-78d2c326b26d.png "msedge_BjptXpHMy5.png")
4. 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)&#x20;**- Select the following options:
     - **Platform**: Web
     - **Redirect URI**: `https://www.integromat.com/oauth/cb/microsoft-dynamics-365-crm`

5. The Client ID and Tenant ID details appear on the app screen. To add a client secret, click **Add a certificate or secret**.

   ![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/NMYD7_922qvcDrwx0b7bx_uuid-608c1ef3-0c18-b50c-ff4c-6b871f91951c.png)
6. Click **New client secret**, enter a description, select the expiry period for the client secret, and click **Add**.

   ![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/F7KLAENNmBpNaerYRLZJg_uuid-2d362a3c-ef9e-28c1-266c-cc4d68087642.png)
7. Copy the value to use as a Client Secret to a safe place.

   ![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/oVdNi0yCbf4NLUFlCy1y5_uuid-2dc5272a-c9fb-b788-21b4-bf96606e6612.png)
8. Click **API Permissions** > **Dynamics CRM** , select permission, click **Add Permission** and click **Grant Admin consent for**.

   ![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/8L1hpYzMo-sbhIsFHmtn7_uuid-87d0da40-706a-3753-85d7-75035b034806.png)
9. You now have all the permission to connect to the app.
10. Log in to your Make account, add a Microsoft Dynamics 365 module to your scenario, and click the **Add** button next to the **Connection** field.

    ![](https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/kgaqb4VjMNzWnNLY_JDs5_uuid-fc6f1b2d-2af2-e371-aebf-1423cce59d92.png)
11. Enter the following details and click **Save**.
12. Confirm the dialog by clicking the **Accept** button.

:::hint{type="info"}
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*.
:::

## Microsoft Dynamics 365 CRM modules

::::ExpandableHeading{isOpen="true"}
### Records

- **Watch Records**&#x20;

:::Paragraph{indent="1"}
Triggers when a new record has been created.
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- **Create a Record**&#x20;

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Creates a new record.
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- **Update a Record**

:::Paragraph{indent="1"}
Updates an existing record.
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- **Get a Record**&#x20;

:::Paragraph{indent="1"}
Retrieves an existing record.
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- **Delete a Record**

:::Paragraph{indent="1"}
Deletes an existing record.
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- **Search Records**&#x20;

:::Paragraph{indent="1"}
Searches for records or lists them all.
:::
::::

:::ExpandableHeading{isOpen="true"}
### Other

**Make an API Call** — Action. Performs an arbitrary authorized API call
:::