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Microsoft Dynamics CRM

Connects to Microsoft Dynamics 365 / CRM via the OData Web API. This is the canonical connector — all others are modelled on its architecture.

Connection Properties

Property

Key (conn string)

Required?

Description

CRM URL

CrmUrl

Yes

Root URL of the Dynamics/Power Platform environment, e.g. https://myorg.crm.dynamics.com

Tenant Id

TenantId

Yes

Azure AD Tenant ID (GUID). Found in Azure Portal → Azure Active Directory → Overview.

OAuth Client Id

OAuthClientId

Yes

App Registration Client ID (GUID).

OAuth Client Secret

OAuthClientSecret

Yes

App Registration Client Secret value.

Auth Scheme

AuthScheme

No

ServicePrincipal (default) or OAuthRefreshToken.

API Version

ApiVersion

No

OData API version, e.g. 9.2 (default).

Azure AD Setup

● Register an App in Azure Portal → App Registrations.

● Grant Dynamics CRM → user_impersonation (Application permission) with admin consent.

● In Dynamics CRM/365, create an Application User tied to the App Registration and assign a security role.

Minimum Connection String

CrmUrl=https://myorg.crm.dynamics.com;TenantId=<GUID>;OAuthClientId=<GUID>;OAuthClientSecret=<secret>

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