The Microsoft Dynamics CRM BizApps provides bi-directional connectivity to support Microsoft Dynamics CRM's operations like creating, uploading, updating, upserting, deleting, (dis)associating, and running batch operations. The Microsoft Dynamics CRM BizApp can be used in concert with any of the OneCloud BizApps to enable data exchange between performance management applications such as Anaplan, Oracle EPM Cloud, IBM PA, Adaptive Insights, Oracle Hyperion Financial Management, relational data sources such as Snowflake and BigQuery or last-mile reporting applications such as Workiva, Power BI and Tableau.

Connection Setup

OneCloud connects to Microsoft Dynamics CRM via the REST API and does not require anything specialized except connectivity to the service. To automate Microsoft Dynamics CRM functionality with OneCloud, navigate to the Connection manager to create a Connection.

From here, choose Microsoft Dynamics CRM from the service drop-down, select the appropriate Runner, and use the Microsoft Dynamics CRM Connection Parameters to complete the setup.

Connection Example

Please substitute your own values.

💡 Remember to activate the Connection for the desired Environments.

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