Supported Dynamics 365 CRM Connector Types
Add a Dynamics 365 CRM connector to authorize ThingWorx Flow to execute Dynamics 365 CRM actions. ThingWorx Flow supports the following connector types for Dynamics 365 CRM:
OAuth (Named User)
OAuth (Session User)
Before you create a Dynamics 365 CRM OAuth connector, ensure that you load Dynamics 365 CRM OAuths to the ThingWorx Flow server.
Adding an OAuth connector
1. Drag any action under Dynamics 365 CRM to the canvas, place the pointer on the action, and then click or double-click the action.
2. For Connector Type, select OAuth (Named User) or OAuth (Session User).
3. In the Dynamics 365 CRM OAuth list, select Add new Dynamics365 login – Named User or Add new Dynamics365 login – Session User.
If you have not loaded Dynamics 365 CRM OAuths to the ThingWorx Flow server, this option is not available.
4. In the Parameters window, provide the following values, and click ALLOW:
In the Tenant ID field, enter the Dynamics 365 CRM tenant ID. If you do not have a tenant ID, enter common.
In the Resource URL field, enter the Dynamics 365 CRM resource URL, such as
Select the User Impersonation check box if you want to execute business logic (code) on behalf of another Dynamics 365 CRM user. This can be used to provide a desired feature or service using the appropriate role and object-based security of the impersonated user.
5. Provide your user name and password to log in to Dynamics 365 CRM.
6. Edit the Connector Label, if you want. Labels are case-sensitive. Do not use spaces, special characters, and leading numbers.
7. Click ADD to add the Dynamics 365 CRM OAuth connector.
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