Dynamics 365 Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Dynamics 365 connector.

Dynamics 365 is a customer relationship management tool.

This topic describes how to authenticate to Dynamics 365 and configure any necessary connection properties in the Dynamics 365 connection connector.

Connection Configuration #

Each connection property available in the Dynamics 365 connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

Client ID #

The client Id assigned when you register your application with an OAuth authorization server.

Client Secret #

The client secret assigned when you register your application with an OAuth authorization server.

OrganizationURL #

The URL to your Dynamics 365 organization. For instance, https://abc123.cloudax.dynamics.com/.

Edition #

The edition of Microsoft Dynamics 365 being used.

AzureTenant #

The Microsoft Online tenant being used to access data. If not specified, your default tentant will be used.

AzureEnvironment #

The Azure Environment to use when establishing a connection.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.