---
title: How to configure DataAgents to use shared CRM connections for Microsoft Dynamics
description: This enables DataAgents to communicate with your CRM without every user being connected to Microsoft Dynamics
---

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# How to configure DataAgents to use shared CRM connections for Microsoft Dynamics

## This enables DataAgents to communicate with your CRM without every user being connected to Microsoft Dynamics

Shared CRM connections for Microsoft Dynamics utilize Application users to establish connections with your CRM.

⚠️🚨**Important:** Shared CRM connections are used for workflows. **Users** **with the following** **roles** **gain access to the shared connection**:

- **Administrators** (DataAgents, VisitReport)
- **Managers** (DataAgents)
- **Event Managers** (VisitReport)

**This may exceed their personal CRM permissions.**🚨

To configure this setup, it is necessary to create an application in Microsoft Azure and an application user in Microsoft Entra Id. The following sections will provide a step-by-step guide on how to accomplish this.

### Create an application in Microsoft Azure

1. Open the [Microsoft Azure portal](https://portal.azure.com/) 
     1. Create a new app registration.
     2. Name it.
     3. Select the supported account types. This depends on your company setup, we selected "Multitenant" here.
     4. You can ignore the redirect URL section because it's not used.
     
   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Feb-27-2024-11-10-52-3151-AM.png?width=670&height=886&name=image-png-Feb-27-2024-11-10-52-3151-AM.png)
2. Click on register.
3. Copy / save the "Application (client) ID" and "Directory (tenant) ID", we will need them later.
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Feb-27-2024-11-14-59-2711-AM.png?width=647&height=387&name=image-png-Feb-27-2024-11-14-59-2711-AM.png)
4. Create a new application secret.
5. Give it any name and set an expiration time.
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Feb-27-2024-11-16-39-8367-AM.png?width=637&height=272&name=image-png-Feb-27-2024-11-16-39-8367-AM.png)  
   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Feb-27-2024-11-18-15-6948-AM.png?width=640&height=279&name=image-png-Feb-27-2024-11-18-15-6948-AM.png)
6. Copy / save the secret value, **you will not be able to get this value later anymore.**

### Create an Application User

Simply follow the steps shown on this [Microsoft Learn page](https://learn.microsoft.com/en-us/power-platform/admin/manage-application-users#create-an-application-user)

### Configure DataAgents to use the created application credentials

1. Open the [snapAddy Dashboard settings.](https://app.snapaddy.com/settings/system-integration)
2. Navigate to "Organization" -\> "System integration".
3. If Microsoft Dynamics is not in the list of configured CRM Systems, click on "Add CRM System" or "Add CRM System" and select Microsoft Dynamics.
4. Switch to the "Shared connection" in the Microsoft Dynamics integration Modal
5. Enter your Microsoft Dynamics URL, Application- and Tenant ID and the Application Secret within the modal.
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jun-23-2026-01-12-29-1061-PM.png?width=450&height=613&name=image-png-Jun-23-2026-01-12-29-1061-PM.png)
6. Click on **"Save"**.
7. Navigate to [DataAgents](https://app.snapaddy.com/data-agents/workflows) and open the "Workflows" section.
8. Create a new Workflow or edit an existing one.
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jun-23-2026-01-18-53-7714-PM.png?width=670&height=156&name=image-png-Jun-23-2026-01-18-53-7714-PM.png)
9. If you want to edit an existing one, click on the three dots and then select 'Edit'.
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jun-23-2026-02-28-39-1829-PM.png?width=600&height=167&name=image-png-Jun-23-2026-02-28-39-1829-PM.png)
10. Select the "Use organisation-wide CRM connection" checkbox.
    
    ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jun-23-2026-01-40-28-9026-PM.png?width=500&height=426&name=image-png-Jun-23-2026-01-40-28-9026-PM.png)

**Please note**: The checkbox appears only if a shared connection has been successfully established.

That's it, you're all set up now. We're now using your shared CRM connection whenever this workflow is executed based on an incoming email.

If you have more questions, feel free to contact our support under [support@snapaddy.com](mailto:support@snapaddy.com) or your Customer Success Manager.

 

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