Connectors
Dynamics CRM Input
Reads the records of a Dynamics 365 CRM (Dataverse) table — accounts, contacts, opportunities, custom tables — through the Web API.
When to use it
Use it for pipeline and customer reporting, or to reconcile CRM accounts with ERP customers.
In a pipeline
Dynamics CRM InputJoin TablesExport Excel
Settings
| Setting | Type | Required | Default or hint |
|---|---|---|---|
| Connection | select | Yes | Add a connection below |
| Table | select | Yes | Select a table |
| Filter ($filter) | textarea | — | statecode eq 0 and revenue gt 100000 |
| Fields ($select) | text | — | name, accountnumber, revenue (blank: all) |
Example
Active accounts
- Table=accounts
- Filter ($filter)=statecode eq 0
- Fields ($select)=name, accountnumber, revenue
| name | accountnumber | revenue |
|---|---|---|
| Harbour Foods | AC-1001 | 1250000 |
| Cole & Sons | AC-1002 | 430000 |
Worth knowing
- Tables are listed by their entity set names (accounts, contacts, new_projects).
- The connection is an Entra ID app (tenant, client id, client secret) added to the environment as an application user with a security role.
- Lookups arrive as _parentaccountid_value-style id columns; OData annotations are dropped.