Table of Contents Table of Contents Title and Copyright Information Preface Audience Documentation Accessibility Diversity and Inclusion Related Resources Conventions 1 Understand the Microsoft Dynamics 365 CRM Adapter Microsoft Dynamics 365 CRM Adapter Capabilities Microsoft Dynamics 365 CRM Adapter Restrictions What Application Version Is Supported? Workflow to Create and Add an Microsoft Dynamics 365 CRM Adapter Connection to an Integration 2 Create an Microsoft Dynamics 365 CRM Adapter Connection Prerequisites for Creating a Connection Create a Connection Configure Connection Properties Configure Connection Security Configure the Endpoint Access Type Test the Connection 3 Add the Microsoft Dynamics 365 CRM Adapter Connection to an Integration Basic Info Page Trigger Actions Page Trigger Operations Page Invoke Actions Page Invoke Operations Page Summary Page