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URL: https://www.cdata.com/kb/tech/dynamicscrm-cloud-power-automate.rst

⇱ Integrate Dynamics CRM Data into Automated Tasks with Power Automate

Integrate Dynamics CRM Data into Automated Tasks with Power Automate

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Dynamics CRM data and integrate live Dynamics CRM data into your Power Automate tasks.

Microsoft Power Automate is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Dynamics CRM data for visualizations, dashboards, and more. This article shows how to connect to Connect AI from Power Automate and integrate live Dynamics CRM data into your workflows and tasks.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Dynamics CRM, allowing you to easily integrate with live Dynamics CRM data in Power Automate — without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Dynamics CRM, leveraging server-side processing to quickly return Dynamics CRM data.

About Dynamics CRM Data Integration

CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:

  • Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics CRM in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.

CData customers use our Dynamics CRM connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Configure Dynamics CRM Connectivity for Power Automate

Connectivity to Dynamics CRM from Power Automate is made possible through CData Connect AI. To work with Dynamics CRM data from Power Automate, we start by creating and configuring a Dynamics CRM connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Dynamics CRM" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Dynamics CRM.

    The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

    Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Dynamics CRM Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Dynamics CRM data from Power Automate.

Connecting to CData Connect AI

To use Connect AI to integrate Dynamics CRM data into your Power Automate tasks, you need a new SQL Server connection:

  1. Log in to Power Automate
  2. Click Data -> Connections -> New connection
  3. Select SQL Server 👁 Creating a new SQL Server Connection
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to tds.cdata.com,14333
    • Set SQL database name to the name of the Dynamics CRM connection (e.g. DynamicsCRM1)
    • Set Username to a Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the above user
    • Click Create 👁 Connecting to Connect AI

Integrating Dynamics CRM Data into Power Automate Tasks

With the connection to Connect AI configured, you are ready to integrate live Dynamics CRM data into your Power Automate tasks.

  1. Log in to Power Automate
  2. Click My flows -> New flow and choose to create the flow from blank or template
  3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect AI connection
  4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc) 👁 Getting Dynamics CRM "Rows"
  5. Configure any actions to follow and test, then save the flow

SQL Access to Dynamics CRM Data from Cloud Applications

Now you have a direct connection to live Dynamics CRM data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Dynamics CRM data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.

Related Power Automate Articles

This article explains how to use CData Connect AI with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop: