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Dynamics CRM Tools (deprecated)
Tools Uploaded by Moderator on 12-07-2021 Downloaded 390 times
  • Alteryx Built
  • Data Connectors
  • Microsoft
  • Tools
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    Description

    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.

    Attachments
    dynamics_crm_v1.0.2.yxi
    Comments
    kasnow
    5 - Atom
    ‎02-23-2022 01:43 PM

    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?

    0 Likes
    VojtechT
    Alteryx Alumni (Retired)
    ‎02-28-2022 01:23 PM

    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.

    0 Likes