Microsoft Dynamics 365 CRM Setup Guide link
Follow our setup guide to connect Microsoft Dynamics 365 CRM to Fivetran.
Prerequisiteslink
To connect Microsoft Dynamics 365 CRM to Fivetran, you need:
- A Microsoft Dynamics 365 account
- A Microsoft Entra ID (formerly 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, reach out to support.
Setup instructionslink
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 Microsoft Entra ID tenant that has a subscription to Dynamics 365.
Go to the Microsoft Entra ID section of the Azure portal dashboard.
In the left-hand navigation menu, select Overview.
In the Overview section, make a note of the primary domain 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 primary 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.
Related articleslink
description Connector Overview
account_tree Schema Information
settings API Connector Configuration