![]() ![]() Integrate Dynamics CRM Data into Power Automate WorkflowsĪfter configuring the DSN for Dynamics CRM, you are ready to integrate Dynamics CRM data into your Power Automate workflows. This will limit the number of rows returned, which is especially helpful for improving performance when designing workflows. When you configure the DSN, you may also want to set the Max Rows connection property. Office 365 users can connect to the default STS URL by simply setting CRMVersion. This value can be retrieved with the GetSTSUrl stored procedure. IFD configurations are supported as well set InternetFacingDeployment to true.Īdditionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM userĬredentials and set the Url to a valid Dynamics CRM server organization root. The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs. This is the last step of the driver installation. If you have not already, first specify connection properties in an ODBC DSN (data source name). SQL functions and JOIN operations).Ĭonnect to Dynamics CRM as an ODBC Data Source When you issue complex SQL queries from Power Automate to Dynamics CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics CRM and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Dynamics CRM data in Microsoft Power Automate. ![]() This article shows how to integrate Dynamics CRM data into a simple workflow, moving Dynamics CRM data into a CSV file. ![]() The CData ODBC Driver for Dynamics CRM enables you to access live Dynamics CRM data in workflow automation tools like Power Automate.
0 Comments
Leave a Reply. |