> For the complete documentation index, see [llms.txt](https://docs.appstrategy.com/apprules-r-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.appstrategy.com/apprules-r-documentation/platform/platform-features/system-settings/data-sources/connection-settings/crm/dynamicscrm.md).

# 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

#### Server

| Property         | Default | Notes                                             |
| ---------------- | ------- | ------------------------------------------------- |
| Organization Url | —       | Required. e.g. `https://yourorg.crm.dynamics.com` |
| API Version      | `9.2`   | Web API version                                   |
| Timeout          | `60`    | Connection timeout, seconds                       |

#### Authentication

**Auth Scheme** selects the mechanism: `AzureAD` (default), `AzureServicePrincipal`, `AzureServicePrincipalCert`, `AzureMSI`, `NTLM`, or `AccessToken`.

| Property                 | Used by                    | Notes                                     |
| ------------------------ | -------------------------- | ----------------------------------------- |
| OAuth Client Id          | AzureAD, service principal | Azure AD application (client) ID          |
| OAuth Client Secret      | AzureServicePrincipal      | Application client secret                 |
| Tenant Id                | AzureAD, service principal | Azure AD tenant ID                        |
| OAuth Callback URL       | AzureAD                    | Default `http://localhost:33333`          |
| OAuth Access Token       | AccessToken                | Pre-obtained token                        |
| OAuth Refresh Token      | AzureAD                    | Used for token renewal                    |
| Certificate Thumbprint   | AzureServicePrincipalCert  | Certificate in the store                  |
| Certificate Path         | AzureServicePrincipalCert  | Path to a `.pfx`                          |
| Certificate Password     | AzureServicePrincipalCert  | Password for the `.pfx`                   |
| User / Password / Domain | NTLM                       | On-premises deployments                   |
| Azure Environment        | `AzureCloud`               | Or `AzureUSGovernment`, `AzureChinaCloud` |

#### Network

Proxy: **Proxy Auto Detect** (default `true`), **Proxy Server**, **Proxy Port**, **Proxy User**, **Proxy Password**, **Proxy Exceptions** (semicolon-separated bypass list), **Proxy Auth Scheme** (`BASIC` default, `DIGEST`, `NEGOTIATE`, `NTLM`).

Firewall: **Firewall Type** (`NONE` default, `TUNNEL`, `SOCKS4`, `SOCKS5`, `HTTP`), **Firewall Server**, **Firewall Port**, **Firewall User**, **Firewall Password**.

**SSL Server Cert** — `*` to accept any certificate, or a specific thumbprint.

#### Logging

| Property  | Default                                                                          | Notes                         |
| --------- | -------------------------------------------------------------------------------- | ----------------------------- |
| Log Level | `0`                                                                              | `0` disabled, `1` log to file |
| Log File  | `%APPDATA%\appStrategy\PortalData\Default\Logs\Connectors\DynamicsCRM_Debug.log` |                               |

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