---
title: "Connecting the dox42 D365 CE data source to Microsoft Dynamics CRM or D365 CE"
slug: "connecting-the-dox42-d365-ce-data-source-to-microsoft-dynamics-crm-or-d365-ce"
tags: ["d365CECRM", "partner", "task"]
updated: 2026-07-22T06:17:43Z
published: 2026-07-22T06:17:43Z
canonical: "help.dox42.com/connecting-the-dox42-d365-ce-data-source-to-microsoft-dynamics-crm-or-d365-ce"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.dox42.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting the dox42 D365 CE data source to Microsoft Dynamics CRM or D365 CE

Connect the dox42 D365 CE | Dataverse data source in your dox42 Add-In to Microsoft Dynamics CRM (on-prem) or D365 CE.

> [!NOTE]
> Note
> 
> You can connect to Microsoft Dynamics 365 CE as well as to Microsoft Dynamics CRM on-prem (2011, 2013, 2015, 2016).

## Prerequisites

- [dox42 D365 CE | Dataverse data source has been added](/v1/docs/adding-a-data-source-to-your-dox42-add-in)

## Steps

1. In Microsoft Word, Excel or PowerPoint, go to the **dox42** ribbon and select **Data Map**.

![Toolbar displaying various functions like Generate, Data Map, and dox42 Pilot options.](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/word_dox42_add_in(2).png)

**dox42** ribbon

The **Data Map Designer** window opens.

![Data Map Designer interface showing various data source options and configuration tools.](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/data_map_designer(1).png)

**Data Map Designer** window
2. Select **D365 CE | Dataverse**. The **D365 CE | Dataverse** window opens.

![D365 CE Dataverse connection settings with fields for URL and authentication details.](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/crm_connection_tab.png)

Connections tab
3. To configure the connection to Microsoft D365 CE:
  1. On the Connection tab, type a URL in the **CRM URL** box, if you connect to D365 CE or Microsoft CRM on-prem Example: `https://<Yourcompany>.crm4.dynamics.com`.

You can define data fields of any other data source for every value or simply enter the values as well.

> [!NOTE]
> Note
> 
> By defining data fields, you can keep the configuration for example in an Excel or XML file.
  2. From the Authentication dropdown select your preferred authentication method:
    - **Username/Password (**Dynamics CRM on-prem only**)**
    - **Entra ID Impersonation** (see [Connecting to Microsoft D365 CE CRM with Entra ID impersonation](/v1/docs/connecting-to-microsoft-d365-ce-crm-with-entra-id-impersonation))
    - **Entra ID Application User with clientsecret or certificate** (see [Connecting to your D365 CE | CRM with Entra ID application user with client secret/certificate](/v1/docs/connecting-to-your-d365-ce-crm-with-entra-id-application-user-with-client-secretcertificate))
  3. When using **Username/Password (**on-prem only**)**:
    1. Optional: Enter your username and password.

> [!NOTE]
> Note
> 
> These can be encrypted with the dox42 Crypto Data Source.
    2. Optional: To impersonate users, use the **Impersonate User (GUID)** box together with a Service-User Username/Password. For impersonation with the currently logged in user, use the input Parameter `UserID`.
    3. Optional: Select the **Proxy** button, in order to specify Proxy settings.

> [!NOTE]
> Note
> 
> Proxy settings are used from the dox42 Add-In only, and ignored on the dox42 Server.

## Result

You have connected the dox42 D365 CE | Dataverse data source to Microsoft Dynamics CRM or to Microsoft D365 CE. Next, you can [include data from any entity or Dataverse table.](/help/docs/including-data-fields-from-microsoft-dynamics-crm-or-d365-ce)