Microsoft Dynamics 365 CRM Setup Guide link
Updated November 16, 2023
Follow our setup guide to connect Microsoft Dynamics 365 CRM to Fivetran.
To connect Microsoft Dynamics 365 CRM to Fivetran, you need:
- A Microsoft Dynamics 365 account
- An Azure Active Directory tenant
NOTE: We do not support service principal authentication for Microsoft Dynamics 365 CRM. If you'd like us to support this, please reach out to support.
Find domain name link
Log in to your Azure account.
Click your account on the top right-hand corner, and then select Switch directory.
On the Directory + subscription pane, choose the Active Directory tenant that has a subscription to Dynamics 365.
In the Manage Azure Active Directory section of the Azure portal dashboard, click the View button.
On the left-hand navigation menu, select Overview.
In the Overview section, make a note of the domain name that appears below your organization name. You will need it to configure Fivetran.
Find resource URL link
Log in to your Dynamics 365 CRM instance.
Click the settings icon, then select Advanced Settings.
In the Settings drop-down, select Customizations.
Select Developer Resources.
In the Developer Resources window, copy the Service Root URL. You will need it to configure Fivetran.
Finish Fivetran configuration link
In the connector setup form, enter your chosen Destination schema name.
Enter the domain name that you found in Step 1.
Enter the resource URL that you found in Step 2.
Click Save & Test. Fivetran will take it from here and sync your Microsoft Dynamics 365 data.