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Microsoft Dynamics CRM

1. Sign in to [Microsoft Azure Portal](https://portal.azure.com/). 2. From the left sidebar, go to **Microsoft Enfra ID**. 3. Under **Manage**, click on **App registrations**. 4. Click the **New registration** button. 5. Enter a **Name** for your app. 6. For **Supported account types**, choose: - **Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant) and personal Microsoft accounts** - Or select based on your requirement. 7. In **Redirect URI**, select **Web** and add the given URL. 8. Click **Register**. 9. After registration, you’ll be redirected to the app’s overview page. Copy the **Application (client) ID**. 10. From the left menu, go to **Certificates & secrets**. - Under **Client secrets**, click **New client secret**. - Provide a description, set an expiry, and click **Add**. - Copy the **Value** of the client secret (this will not be shown again). 11. Go to **API permissions** from the left menu. - Click **Add a permission**. - Select **Dynamics CRM** → **Delegated permissions**. - Click **Add permissions**. 12. Copy your **Client ID** and **Client Secret**.

Index

  • How to Use

  • Actions

  • Recommended Tools to Integrate with

How to Use

The Microsoft Dynamics CRM integration in Nova lets you manage CRM records automatically. You can create, read, update, and delete records across different Dynamics CRM entities, making it easy to connect customer data with your automated workflows.

Actions

(4)

Create Record

Creates a new record.


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Get Record

Retrieves an existing record.


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Update Record

Updates an existing record.


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Delete Record

Deletes an existing record.


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Recommended Tools to Integrate with

HubSpot

Instantly.ai

Microsoft Dynamics 365 Business Central

Salesforce