--- title: Detailed Connection Instructions - Microsoft Dynamics description: Connecting your Dynamics CRM to Dataro --- [Skip to content](https://support.dataro.io/knowledge/detailed-connection-instructions-microsoft-dynamics#main-content) English Show submenu for translations [Log a ticket](https://support.dataro.io/knowledge/kb-tickets/new?hsLang=en) ![Dataro Logo Small.png\]](https://support.dataro.io/hs-fs/hubfs/Dataro%20Logo%20Small.png?height=40&name=Dataro%20Logo%20Small.png) Open main navigation Close main navigation - English Show submenu for translations - [Log a ticket](https://support.dataro.io/knowledge/kb-tickets/new) - Login to Dataro Login to Dataro Search the Knowledge Base - There are no suggestions because the search field is empty. 1. [Dataro Help Centre](https://support.dataro.io/knowledge?hsLang=en) 2. [Connections & Data](https://support.dataro.io/knowledge/connections-data?hsLang=en) 3. [Microsoft Dynamics](https://support.dataro.io/knowledge/connections-data?hsLang=en#microsoft-dynamics) # Detailed Connection Instructions - Microsoft Dynamics ## Connecting your Dynamics CRM to Dataro **Step 1**: Go to https://portal.azure.com/ and login **Step 2**: Enter to **Azure Active Directory**. If you can’t locate the icon on this screen, click on More services and look for **Azure Active Directory** there. ![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-08-55%E2%80%AFpm-png.png?width=688&height=398&name=Screenshot%202025-07-02%20at%206-08-55%E2%80%AFpm-png.png) **Step 3**: In the menu on the left, click on **App registrations**. **![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-09-05%E2%80%AFpm-png-1.png?width=524&height=792&name=Screenshot%202025-07-02%20at%206-09-05%E2%80%AFpm-png-1.png)** **Step 4**: Under the **All applications tab**, find the application you want to connect and click on its name. ![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-09-11%E2%80%AFpm-png.png?width=688&height=281&name=Screenshot%202025-07-02%20at%206-09-11%E2%80%AFpm-png.png) **Step 5**: From the **overview** section of the application, copy **Application (client) ID** and **Directory (tenant) ID** **![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-09-18%E2%80%AFpm-png.png?width=688&height=389&name=Screenshot%202025-07-02%20at%206-09-18%E2%80%AFpm-png.png)** **Step 6**: In the menu on the left, click on **Certificates & secrets**. ![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-09-24%E2%80%AFpm-png.png?width=664&height=1050&name=Screenshot%202025-07-02%20at%206-09-24%E2%80%AFpm-png.png) **Step 7**: in section **Client secrets**, click on the button **New client secret** **![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-09-30%E2%80%AFpm-png.png?width=688&height=190&name=Screenshot%202025-07-02%20at%206-09-30%E2%80%AFpm-png.png)** **Step 8**: Add a description, e.g. Dataro, select your preferred expiry date, and press **Add** button. ![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-09-36%E2%80%AFpm-png.png?width=688&height=291&name=Screenshot%202025-07-02%20at%206-09-36%E2%80%AFpm-png.png) **Step 9**: Copy the value of the newly created **Client Secret**. ![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-09-42%E2%80%AFpm-png.png?width=688&height=194&name=Screenshot%202025-07-02%20at%206-09-42%E2%80%AFpm-png.png) **Step 10**: From your Dynamics CRM, go to Advanced Settings > Customizations > Developer Resources and copy the **Service Root URL.** **![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-09-50%E2%80%AFpm-png.png?width=688&height=385&name=Screenshot%202025-07-02%20at%206-09-50%E2%80%AFpm-png.png)** **Step 11**: Send the **Application (client) ID, Directory (tenant) ID**, **Client Secret** and **Service Root URL** to integrations@dataro.io . Ideally, these should be shared using a secured channel such as https://onetimesecret.com/   **Next steps are to confirm we have created application user in power admin for the above Application ID** **Step 12**: Login into https://admin.powerplatform.microsoft.com/home and click on environments. You can see a **list of environments**. Select the environment where the application is registered in Active Directory**.** **(**The application here will be the same one for which we sent details in **step 4 & 5)** **![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-10-00%E2%80%AFpm-png.png?width=688&height=213&name=Screenshot%202025-07-02%20at%206-10-00%E2%80%AFpm-png.png)** If we obtain the environment in step 12, **skip step 13** **Step 13**: (**Not required if we already have the environment**) If we do not have an environment we might have to create one. For that, click on new ![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-10-08%E2%80%AFpm-png.png?width=688&height=209&name=Screenshot%202025-07-02%20at%206-10-08%E2%80%AFpm-png.png) Fill in the Name of environment, Region specific to your organization, Type - Whether Prod or Dev. We also need to enable Dataverse as shown below. ![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-10-16%E2%80%AFpm-png.png?width=688&height=1113&name=Screenshot%202025-07-02%20at%206-10-16%E2%80%AFpm-png.png) **Step 14**: Select the environment from the list and confirm the Environment URL is similar to the one in the app. **![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-10-23%E2%80%AFpm-png.png?width=688&height=405&name=Screenshot%202025-07-02%20at%206-10-23%E2%80%AFpm-png.png)** **Step 15**: Inside the selected environment, click on **settings** **![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-10-32%E2%80%AFpm-png.png?width=688&height=317&name=Screenshot%202025-07-02%20at%206-10-32%E2%80%AFpm-png.png)** Under **Users + Permission, Click on Application Users** **![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-10-40%E2%80%AFpm-png.png?width=688&height=286&name=Screenshot%202025-07-02%20at%206-10-40%E2%80%AFpm-png.png)** **Step 16**: Confirm if the **Application User** for the app is created. ![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-10-47%E2%80%AFpm-png.png?width=688&height=273&name=Screenshot%202025-07-02%20at%206-10-47%E2%80%AFpm-png.png) To check, in the users list above look for the **Application ID** which we had in **step 4 and step 5**. If it is not present then we need to create an application user. **Step 17**: To create > Click on **New app user on top.** Here, we need to add the same registered app from the active directory, select the business unit and add **security roles as user of the application**. ![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-10-59%E2%80%AFpm-png.png?width=688&height=471&name=Screenshot%202025-07-02%20at%206-10-59%E2%80%AFpm-png.png) ![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-11-05%E2%80%AFpm-png.png?width=688&height=385&name=Screenshot%202025-07-02%20at%206-11-05%E2%80%AFpm-png.png) In security roles, If your registered application is Dynamics CRM or Fundraising and Engagement make sure we have Dynamics CRM user or Fundraising and Engagement Azure User as enabled. We need to **click on Save to finally create the user.** ![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-11-13%E2%80%AFpm-png.png?width=688&height=648&name=Screenshot%202025-07-02%20at%206-11-13%E2%80%AFpm-png.png) Once done, we should get the application user in the list below - It should be in **Active state** **![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-11-23%E2%80%AFpm-png.png?width=688&height=350&name=Screenshot%202025-07-02%20at%206-11-23%E2%80%AFpm-png.png)** We can always edit security roles, to add new roles there for the application. **Step 18**: We click sync. This is the final step. For that - select the user and go to **details as below** **![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-11-29%E2%80%AFpm-png.png?width=688&height=412&name=Screenshot%202025-07-02%20at%206-11-29%E2%80%AFpm-png.png)** **Click on Sync on top right corner** **![](https://support.dataro.io/hs-fs/hubfs/Screenshot%202025-07-02%20at%206-11-37%E2%80%AFpm-png-1.png?width=1296&height=1230&name=Screenshot%202025-07-02%20at%206-11-37%E2%80%AFpm-png-1.png)** If we have completed all the above steps then Dataro should have access to Dynamics CRM. - [Dataro 3.0](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#main-content) - [Getting Started](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#getting-started) - [Audiences](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#audiences) - [Insights](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#insights) - [ProspectAI](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#prospectai) - [Playbooks](https://support.dataro.io/knowledge/dataro-3-0?hsLang=en#playbooks) - 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