How to connect to Microsoft Dynamics CRM

To create a connection with Microsoft Dynamics CRM, you will need to know your Organisation URL. To find URL of the organisation, you can use the following steps:

  1. Sign into your Microsoft Dynamics CRM account.
  2. Press on the square ‘Dynamics 365’ on the left side of the page.
  3. Then, go to ‘My App’ and click on the square ‘Dynamics 365 – Custom’ and you will be redirected to your Microsoft Dynamics CRM account.
  4. After that, go to your browser address bar and copy a link address (from the beginning till the /main.aspx/ ). It could contains words “dynamics.com” or even not. E.g. If your URL is https://crm.your-systems.com/your-system/main.aspx. You should copy “https://crm.your-systems.com/your-system” and paste it in Vault.
  5. Now that you have your Organisation URL, you're ready to fill out your Organisation URL in Vault.

Microsoft Dynamics Vault connection