> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pads4.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting to Micorosft Dynamics CRM

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

***

### **Steps to Connect to Microsoft Dynamics CRM**

#### **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**.

***

#### **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.

***

#### **3. Specify Online Region**

* Choose 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**.

***

#### **4. Select CRM Organization**

* Choose the **Microsoft Dynamics CRM organization** from the list of available options.

***

#### **5. Select Data View**

* Choose 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.

***

#### **6. Complete the Setup**

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

***

### **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.