Dynamics CRM Tools (deprecated)

[#1]

The Dynamics CRM Tools are deprecated. Install the Dataverse tools which provide updated features. 

Microsoft Dynamics CRM Help Page

Use the Dynamics CRM Input to read data from entities stored in a Microsoft Dynamics CRM instance and the Dynamics CRM Output to write data to entities stored in a Microsoft Dynamics CRM instance.

Current version

Dynamics CRM Tools v1.0.2

• Fixed error caused by upstream tools being deleted.

• Fixed issue where default value settings were occasionally not respected.

• Disabled production logging to prevent permissions issues for different installations/configurations of Designer and support scheduled workflow functionality.

Previous versions

Dynamics CRM Tools v1.0.1

• Fixed issue preventing packages from being installed successfully.

Dynamics CRM Tools v1.0.0

• Initial release for Dynamics CRM Input and Dynamics CRM Output.

This tool uses a .yxi file format. A .yxi file is a package that includes an Alteryx Tool and all of its dependencies zipped into a single file. When this file is imported into Alteryx, the tool is added to the tool palette in the category specified by the tool.

When sharing a workflow that uses a .yxi tool, the tool is not included and must be installed by the recipient.

[kasnow]

This tool (version 1.0.2) appears to no longer work for Designer version 2021.3.5. When logging into Dynamics CRM Input, after entering the user name and password - I get a white empty box. I get the message "Please select an Entity. Please log in". Anyone else have this issue?

[VojtechT]

Hi @kasnow , the Designer 21.3.2 got a CEF upgrade, which requires different authentication flow. 

The issue has been solved in the Dataverse connector, which should be connecting to the same data. Please try that one instead.