Prerequisites

• Your Microsoft Dynamics CRM Tenant URL. To find your Tenant URL, contact your Microsoft Dynamics administrator.
• Your Microsoft credentials (email and password).

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Note:

Any mistake in the Tenant URL prevents you from authenticating and creating a connection.

Add the Microsoft Dynamics 365 connection

1. Select Integration Service from Automation Cloud.
2. From the Connectors list, select Microsoft Dynamics 365 CRM.
   You can also use the search bar to narrow down the connector.
3. Select the Add connection button.
4. You are now redirected to the connection page, where you need to enter your Microsoft Dynamics CRM Tenant URL. For example, sample083151e4.api.crm10.dynamics.com.

5. Click Connect.
6. Next, choose a Microsoft account to login with and enter your standard credentials (email and password).
7. Your connection has been added.

For more information on Microsoft Dynamics 365, refer to the Microsoft Dynamics 365 documentation.