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Connecting to Microsoft Dynamics 365 CRM (extractor)

The Celonis Bamboo extractor integrates the Celonis Platform with Dynamics 365 CRM to retrieve all available tables and entities dynamically via the REST API. It supports the following basic features:

Prerequisites

This section details important prerequisites or prerequisite knowledge for using this extractor.

Microsoft Dynamics 365 CRM authentication methods

The Microsoft Dynamics API uses OAuth2 for authentication. The following information is required for the connection set-up:

  • Host URL of the system

  • Tenant ID

  • Client ID

  • Client secret

To use the extractor, you must set-up the Azure Active Directory for third-party app authentication with Microsoft Dynamics 365 CRM. To do so:

Note

For more information, see the Microsoft Azure documentation.

  1. Navigate to portal.azure.com.

  2. Open Azure Active Directory, and select App registrations.

  3. Add a new app registration with the following information:

    • Name: Assign a name to the application.

    • Supported account types: Accounts in this organizational directory only.

    • Redirect URI: <Your-Dynamics-Host-URL>/oauth

  4. After registering the application, an application ID (client ID) and directory ID (tenant ID) are created.

    Note

    Copy the application ID (client ID) and directory ID (tenant ID) values. These are required as input parameters for the connection set-up later.

  5. Navigate to Certificates & secret > client secrets, and create a new client secret.

    Important

    Copy the client secret to a safe location, as it will be only visible now and masked afterwards.

  6. Navigate to API permissions and add a new permission:

    • Select API permissions for Dynamics CRM (or Dataverse depending on your tenant).

    • Select Delegated permissions.

    • Select Odata.Full.Access (may be user_impersonation in some tenants).

  7. Go to the Microsoft Dynamics 365 system and navigate to Application User under Advanced Settings > Security > Users (or Power Platform admin center > Environment > Settings > Users + Permissions > Application Users) and enter the application id (client id) that was created in the previous steps.

The set-up on the source side is complete, and you can create a data connection in the Celonis Platform using the obtained inputs:

  • Host URL of the system

  • Tenant ID

  • Client ID

  • Client secret

Available Microsoft Dynamics 365 CRM endpoints

The extractor supports extracting all tables that are available in your Microsoft Dynamic 365 CRM instance via APIs.

Note

The extractor retrieves the metadata of the available entities and objects dynamically via an API metadata call (/api/data/v9.0/EntityDefinitions).

Configuring the Microsoft Dynamics 365 CRM extractor

This section describes the basic setup of configuring the Microsoft Dynamics 365 CRM extractor. To configure the extractor:

Note

For configuration, the Microsoft Dynamics 365 CRM extractor requires specific information obtained from registering a new application in the Azure Active Directory (ADD). For more information, see Microsoft Dynamics 365 CRM authentication methods.