Microsoft Dynamic CRM Connector
Don't have an account? Contact us to get started.
Enable connected reporting across your systems of record and the Workiva platform.
With the Microsoft Dynamic® CRM connector, you can say goodbye to manual data gathering and unnecessary IT requests. Access the data you need, when you need it. Streamline the flow of data and ensure accuracy in reporting with this prebuilt connector that makes pulling and refreshing data simple—no coding necessary. You can simply use commands in a chain to import or export data or metadata from an instance of Microsoft Dynamic CRM.
- Connectivity to enable bi-directional data flow
- Automated actions to enable integrated workflows
- Connected management of records and reporting
Dynamics is a registered trademark of Microsoft Corporation in the United States and/or other countries.
Frequently Asked Questions
Is Wdata required in order to use connectors?
In order to leverage a connector, the workspace needs to have Wdata enabled in order to access chains and utilize the connectors.
Which connectors are considered core and included with my subscription and which are premium?
The comprehensive list of core and premium connectors can be found here: https://support.workiva.com/hc/en-us/categories/360002307351-Working-in-Wdata.
How are premium connectors enabled?
Connectors can be enabled and disabled from the Configuration tab within Wdata under the Connector section. The Workspace Owner role is required to access Configuration and only Organization Security Administrators can enable or disable connectors. More information can be found here: https://support.workiva.com/hc/en-us/articles/360035643852-Manage-connectors-for-chains.