Read Actions, including full historic backfill. Please note that incremental read is not supported, a full read of the DynamicsCRM instance will be done for each scheduled read.
The Microsoft’s DynamicsCRM connector supports reading from and writing to all the available objects in the Microsoft Dynamics 365 Sales module, which totals to more than 1000 objects and include:
To connect Microsoft Dynamics 365 CRM with Ampersand, you will need an active Microsoft Dynamics 365 CRM Account.Once your account is set up, you’ll need to register an application in the Microsoft Entra developer portal. After registering your app, you will need to configure it and obtain the following credentials:
Application (client) ID
Client Secret
You will then use these credentials to connect Dynamics 365 CRM to Ampersand.
If you don’t have a Microsoft Entra (formerly Azure Active Directory) tenant, follow the instructions in Set up Microsoft Entra ID access for your Developer Site to associate your Microsoft 365 subscription with an Azure subscription.