Connecting to Microsoft Dataverse
To set up a Microsoft Dataverse Connection, for example to connect to your Microsoft Dynamics 365 system, follow these instructions.
In your Azure Console:
- Create an App Registration:
- With access to the Graph API for use with Dynamics
- For use with the client_credentials grant type
- Note down the:
- Resource URL (the Dynamics CRM365 Online Instance URL)
- Client ID (the Application Id)
- Client Secret (the Key)
- From the Admin menu, click Connections.
- In the URL field, enter the URL of your system. For example: https://YOURDOMAIN.crm4.dynamics.com
- In the Username field, enter the Client ID.
- In the Password field, enter the Client Secret.
- Optionally, in the Configuration field, enter this JSON (or add it without curly braces to any existing JSON you have there): { "MaxAttempts": NUMBERHERE } which controls how many times macros can retry when the Dataverse server is temporarily unavailable
- Click Save.
The Connection will be tested automatically.
