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Note:Refer to Microsoft Dynamics CRM Source to know more about this source.

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Prerequisites

Ensure that register an App in your Dynamics 365 instance and keep the following details handy before creating a source in Zeotap CDP:
  • App Client ID
  • Tenant ID
  • App Client Secret
  • Organization URL

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Step 1: Obtain App Client ID, Tenant ID and App Client Secret

Perform the following steps to register an app and generate the App Client ID and Tenant ID:
1
Log into the Azure portal.
2
On the homepage, select App Registration > New Registration.
3
In the Application Registration form, provide the following information:
  • Under Name, enter a meaningful name for the registration app.
  • Under Supported Account Types, select Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant) using the radio button as shown in the image below.
  • Leave the redirect URL blank.
4
Select Register. Once the App is registered, you can copy the values displayed for Application (client) ID and Directory (tenant) ID. These values are required for integrating MS Dynamics with Zeotap CDP.
5
Next, you must provide the necessary permissions for the API. To do so, in the left navigation panel, click API Permissions.
6
In the new screen that appears, under the Microsoft APIs tab, click Dynamics CRM.
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In the Request API permissions screen that appears, click Delegated Permissions.
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Under Select permissions, use the checkbox to select the user_impersonation permission and click Add permissions.
9
Next, in the left navigation panel, go to Certificates & secrets > New client secret.
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In the new window that appears, provide the following details:a. In the Description field, enter a short description for the client secret.b. For Expires, choose the validity of the client secret using the drop-down menu.c. Click Add.
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To find the client secret added, in the left navigation panel, click Certificates & secrets and go to the Client secrets tab as shown below.
12
Copy the value displayed under Value. This is the App Client Secret required when creating a MS Dynamics CRM source in Zeotap CDP. The value is shown only once, so copy and save it securely.
13
As a final step, navigate again to API permissions and click Grant admin consent as shown below. This completes the App registration process on MS Dynamics.

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Step 2: Grant Dynamics 365 App Permissions in Power Automate Portal

1
Log into the Power Automate portal at https://admin.powerplatform.microsoft.com/.
2
In the left navigation panel, click Environments and then choose the environment where your Dynamics CRM is located as shown below.
3
Click Settings. Under Details, find the Environmental URL as shown in the image below. This is the Organizational URL required when creating the MS Dynamics CRM source in Zeotap CDP.
4
Next, under Users + permissions, click Application users.
5
In the new screen that appears, click + New app user.
6
In the Create a new app user window, under App, choose the Business unit using the drop-down menu and then click + Add an app.
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In the new window that appears, search for the app that you registered earlier and click Add.
8
Once done, you will be taken back to Create a new app user window. Next to Security Roles, select the Edit icon as shown below.
9
Provide the following permissions for your App:
  • Basic User
  • Service Reader
10
Once done, click Save and then click Create. After a few seconds, you will see your app user listed. This completes the configuration part. Next, you need to create an MS Dynamics source in Zeotap CDP.

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Create an MS Dynamics Source in Zeotap CDP

Perform the following steps to create a Salesforce CRM Source in the Zeotap CDP App:
1
Navigate to the Sources application in the Zeotap CDP App.
2
Click CREATE SOURCE.
3
Choose CRM Data as the Category.
4
Click Microsoft Dynamics CRM at the Data Source.
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In the window that appears, enter a short and descriptive name for the source.
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Select the Region of upload.
7
Enter the App Client ID, App Client Secret, Tenant ID and Organisational URL obtained from the Azure portal in the respective fields. For more information about how to obtain these values, refer to the Prerequisites section.
8
Provide the desired Entity name. For example, account, campaign and incident (case) can be used to track and support sales, marketing and service activities. To learn more about what entities mean in MS Dynamics, refer here.
9
Under Data Entity, depending on the type of data you want to ingest, choose either Customer Data or Non Customer Data and proceed with the Source creation. To know more about Customer Data and Non Customer Data, refer here.
10
Review the fields enter above and click Create Source. The created Microsoft Dynamics CRM source is listed on the source listing page. In the IMPLEMENTATION DETAILS tab of the source, you can find details about the source.

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What Next?

If you need further assistance or queries related to Microsoft Dynamics CRM source creation, reach out to your Zeotap POC.
  • For information about what is Customer Data and Non-Customer Entity data, refer here.
  • For information about how to map the Catalogue for Customer Data (CE), refer here.
  • For information about how to map the Catalogue for Non-Customer Entity Data (NCE), refer here.
Last modified on February 26, 2026