Microsoft Dynamics 365 CRM is a set of integrated, data-driven software solutions that helps to manage, track, and store information about the company's current and potential customers.
Set up a connection
After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:
| Setting | Instructions |
|---|---|
| Name your connection * | Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account. |
| Subdomain * |
Enter your Microsoft Dynamics 365 CRM account URL. For example, if your account URL is |
Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see OAuth 2.0 auth universal connector documentation.
- Click Save and authorize to commit your changes and proceed to sign in with Microsoft Dynamics 365 CRM.
- After signing in, review the permissions for the integration and click Accept.