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The Microsoft Dynamics CRM provider type allows PADS4 to connect to Microsoft Dynamics CRM, specifically the Dynamics 365 (online) version.

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Steps to connect to Microsoft Dynamics CRM

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1. Start the Data Provider Wizard

  • Open the Data Provider Wizard by following the instructions in Adding a Data Provider or Editing a Data Provider.
  • Select Microsoft Dynamics CRM as the provider type.

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2. Specify connection settings

  • Enter the full URL of your Microsoft Dynamics CRM organization.
  • Click Authenticate (if not already done).
  • Once authenticated, the Authenticated As field will display your credentials.

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3. Specify online region

  • Select the region where your Microsoft Dynamics CRM server is located.
  • If you’re unsure, use the Search function to find the correct region.
For Proxy Servers:
  • If your connection runs through a proxy server, enter the proxy server authentication settings.

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4. Select CRM organization

  • Select the Microsoft Dynamics CRM organization from the list of available options.

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5. Select data view

  • Select the view that contains the data you need.
  • Use the Preview button to see a sample of the data.
  • Optionally, filter the view list by entering a substring to narrow the results.

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6. Complete the setup

  • Click Next to proceed.
  • Finish the setup by completing the Data Provider Wizard.

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Additional notes

  • Only Microsoft Dynamics 365 (online) is supported.
  • Ensure that your CRM organization URL is correct before authentication.
  • If using a proxy server, ensure the correct settings are applied.
This process allows PADS4 to retrieve real-time data from Microsoft Dynamics CRM and integrate it into presentations.