---
title: Connect for Microsoft Dynamics CRM
slug: cms-12/docs/connect-for-microsoft-dynamics-crm
docTags: 
createdAt: 2026-08-10T15:55:57.000Z
---

## Prerequisites

An Optimizely Content Management System (CMS) installation with Optimizely Forms and the required Marketing Automation connector components. See [Optimizely Connect for Marketing Automation](docId\:ts_gDosy9QODH5DQ8lldE).

## Install

The **Connect for Microsoft Dynamics CRM MA connector** is installed through the NuGet package [EPiServer.MarketingAutomationIntegration.MSDynamics](http://nuget.episerver.com/package?id=EPiServer.MarketingAutomationIntegration.MSDynamics). See [Add-ons platform compatibility](docId\:qlMSwdEfyS4CJlGWdudqk) for supported Optimizely versions.

## Configure

You must configure your Optimizely website to use Microsoft Dynamics CRM. You need a username, password, domain, organization, and CRM address associated with your Microsoft Dynamics CRM account. You also must connect form fields with Microsoft Dynamics CRM so that data from the specified fields can be sent to Microsoft Dynamics CRM.

These configurations are described in [Microsoft Dynamics CRM connector](docId\:gwZS05UqB-Cv1Ir5xcvfd) in the Optimizely User Guide.

## Encrypt credentials

Credentials are encrypted and saved based on one of the following options:

- `MAICryptoKey` – AES encryption with a SHA256-computer hash based on the value of the key.
  This key should be specified at the root level of the `appsettings.json` file with any string as its value.
- `machineKey` of the server.
  The `machineKey` encryption is used ONLY if `MAICryptoKey` is not specified. If you neglect to specify an `MAICryptoKey` in `appsettings.json`, the credentials are removed when the DXP instance is restarted
  because the `machineKey` is different and will fail to decrypt the credentials, so you must save credentials again through the configuration screen.

If the credentials are already encrypted using `machineKey` in an existing site, and the `MAICryptoKey` setting is added, then the credentials are deleted and must be re-entered.

:::hint{type="info"}
**Note**
The `MAICryptoKey` must be specified with the same value in ALL the DXP instances that are connected to the same database. If it is missing or the value is different in any of the instances, the credentials will be deleted and must be re-entered.
:::