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Domo Knowledge Base

Microsoft Dynamics CRM REST Connector

Version 5

 

Intro

Microsoft Dynamics CRM is a CRM business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence and campaign management. The Domo Microsoft Dynamics CRM REST Connector allows you to retrieve data on your defined entities within Microsoft Dynamics CRM. To do this, you must first create an app in Microsoft Azure. For more information about the Microsoft Dynamics CRM API, visit their website. (https://msdn.microsoft.com/en-us/lib.../bb928212.aspx). For more information about Azure, see https://azure.microsoft.com/en-us/

You connect to your Microsoft Dynamics CRM installation in the Data Center. This topic discusses the fields and menus that are specific to the Microsoft Dynamics CRM REST connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

This connector is appropriate for:

  • Sales management

  • Marketing lead generation

  • Pipeline management

Primary Metrics

  • Leads generated

  • MQL

  • MQO

  • SAO

  • Won Deals

  • Open Opportunities

  • Win Rates

  • Average Deal Size

Primary Company Roles

Salespeople, executives, etc.

Average Implementation Time

30 hours

Ease of Use (on a 1-to-10 scale with 1 being easiest)

9

Prerequisites

To connect to your Microsoft Dynamics CRM installation in order to retrieve information, you must have the following:

  • An installed Microsoft Azure app.

  • Your Azure tenant domain. To find your tenant domain, do the following:

    1. Go to portal.azure.com and sign in using your Microsoft credentials.

    2. Select Azure Active Directory > Properties.

    3. Locate the "Directory ID" (this is the tenant domain). 

  • The client ID for your Azure app. To find the client ID, do the following:

    1. Go to portal.azure.com and sign in using your Microsoft credentials.

    2. Select Azure Active Directory > App registrations.

    3. Find your app and click on it. 

    4. Locate the "Application ID" from the web app (this is the client ID).

  • The client secret for your Azure app. This is generated when you create your Azure app. To generate a new client secret, do the following:

    1. Go to portal.azure.com and sign in using your Microsoft credentials.

    2. Select Azure Active Directory > App registrations.

    3. Find your app and click on it. 

    4. Open Settings > Keys.

    5. Create the client secret.

Creating an Azure App

To create a Microsoft Azure app, do the following:

  1. Log into https://portal.azure.com

  2. Click on Azure Active Directory.

  3. Open Properties.    

  4. Copy Directory ID and paste it into the Tenant Domain field in the connector settings in Domo.

  5. Click on App registrations

    azure_crm_rest_1.png

  6. Click New application registration.

  7. Fill out the registration form as follows:

    • Name of the application: MicrosoftDynamicsCRMRest

    • Application type: Web app/API

    • Sign-on URL - https://www.yourcompanyname.com

  8. Click Create.

  9. Copy the Application ID that appears after the application is created and paste it into the Client ID field in the connector settings in Domo.

  10. Go to Settings > Reply URLs.

  11. Add and save the following URL: https://oauth.domo.com/api/data/v1/oauth/providers/microsoft-dynamics-crm/exchange

    azure_crm_rest_2.png

  12. Click Required permissions.

  13. Select Add > Dynamics CRM Online.

    azure_crm_rest_3.png

  14. Select Windows Azure Active Directory.

  15. Add delegated permissions, as shown below:

    azure_crm_rest_4.png

  16. Select Required Permissions > Grant Permissions.

  17. Click Yes.

    azure_crm_rest_5.png

  18. Select Keys > Create New Key.

    azure_crm_rest_6.png

  19. SAVE the newly created key, as you will not see it again.

  20. Copy the key and paste it into the Client Secret field in the connector settings in Domo.

  21. Sign into Dynamics CRM at https://dynamics.microsoft.com/en-us/.

  22. Select Name > Dynamics 365 Home.
    You should see all of your apps here.

  23. Click Dynamics CRM custom.
    This will redirect you to CRM Online. In our case it is https://yourcompanv.crm.dynamics.com. This goes in the Resource field in the connector settings in Domo.

Connecting to Your Microsoft Dynamics CRM Installation

This section enumerates the options in the Credentials and Details panes in the Microsoft Dynamics CRM REST Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to a Microsoft Dynamics CRM installation via Azure. The following table describes what is needed for each field:  

Field

Description

Tenant Domain

Enter your Azure tenant domain. For more information about finding this, see "Prerequisites," above.

Client ID

Enter the client ID for your installed Azure web app. For more information about finding this, see "Prerequisites," above.

Client Secret

Enter the client secret that was generated when you created your app. For information about generating a new key, see "Prerequisites," above.

Resource

Enter the name of the resource you want to connect to.

Once you have entered valid credentials, you can use the same account any time you go to create a new Microsoft Dynamics CRM REST DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains menus in which you can select a Microsoft Dynamics CRM entity and specify other options for your report.

Menu

Description

Entity

Select the entity for your report. This list includes every entity in the Dynamics CRM installation that the authenticated user has access to.

Fetch All Data?

Specify whether you want to retrieve all available data. If you select No, you will choose the data you want by specifying filter options.

Attributes

Select all attributes for the given entity you want to appear in your report. This menu is not populated until you select an entity in the Entity menu.

Advanced Options

Check this box if you want to filter your data using attribute filters.

Filter On

Select the attribute you want to use to filter resulting entities. The list includes all attributes for the selected entity if it does not have the createdon attribute. Otherwise you can filter entities using the createdon attribute.

Duration 

Select whether you want to pull data for a specific date or a date range. 

Report Date 

Select whether the report data is for a specific date or for a relative number of days back from today. 

Select Specific Date 

Select the date for the report. 

Days Back

Enter the number of past days that should appear in the report.  

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.  

Select Specific Start Date

Select the first date in your date range. 

Select Specific End Date

Select the second date in your date range. 

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Filter Condition

Select the operator you want to use in your filter.

Filter Value

Enter the desired filter value.