> 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

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Property</td><td valign="top">Key (conn string)</td><td valign="top">Required?</td><td valign="top">Description</td></tr><tr><td valign="top">CRM URL</td><td valign="top">CrmUrl</td><td valign="top">Yes</td><td valign="top">Root URL of the Dynamics/Power Platform environment, e.g. https://myorg.crm.dynamics.com</td></tr><tr><td valign="top">Tenant Id</td><td valign="top">TenantId</td><td valign="top">Yes</td><td valign="top">Azure AD Tenant ID (GUID). Found in Azure Portal → Azure Active Directory → Overview.</td></tr><tr><td valign="top">OAuth Client Id</td><td valign="top">OAuthClientId</td><td valign="top">Yes</td><td valign="top">App Registration Client ID (GUID).</td></tr><tr><td valign="top">OAuth Client Secret</td><td valign="top">OAuthClientSecret</td><td valign="top">Yes</td><td valign="top">App Registration Client Secret value.</td></tr><tr><td valign="top">Auth Scheme</td><td valign="top">AuthScheme</td><td valign="top">No</td><td valign="top">ServicePrincipal (default) or OAuthRefreshToken.</td></tr><tr><td valign="top">API Version</td><td valign="top">ApiVersion</td><td valign="top">No</td><td valign="top">OData API version, e.g. 9.2 (default).</td></tr></tbody></table>

### 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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