Connections > Microsoft Dynamics 365 for Operations connection properties > Connect to Microsoft 365 for Operations
  

Connect to Microsoft 365 for Operations

Let's configure the Microsoft Dynamics 365 for Operations connection properties to connect to Microsoft Dynamics 365 for Operations.

Before you begin

Before you get started, you'll need to get information from your Microsoft Dynamics 365 for Operations and AAD account based on the authentication type that you want to configure.
To configure OAuth 2.0 authentication, get the Microsoft Dynamics 365 for Operations user name and password.
To configure OAuth 2.0 client secret grant authentication, get the tenant ID and client secret from your Azure Active Directory (AAD) account.
The following video shows you how to get information from your Microsoft Dynamics 365 and AAD account:
https://infa.media/3QW5MRF
Check out Prepare for authentication to learn more about the authentication prerequisites.

Connection details

The following table describes the basic connection properties:
Property
Description
Connection Name
Name of the connection.
Each connection name must be unique within the organization. Connection names can contain alphanumeric characters, spaces, and the following special characters: _ . + -,
Maximum length is 255 characters.
Description
Description of the connection. Maximum length is 4000 characters.
Type
Microsoft Dynamics 365 for Operations
Use Secret Vault
Stores sensitive credentials for this connection in the secrets manager that is configured for your organization.
This property appears only if secrets manager is set up for your organization.
This property is not supported by Data Ingestion and Replication.
When you enable the secret vault in the connection, you can select which credentials that the Secure Agent retrieves from the secrets manager. If you don't enable this option, the credentials are stored in the repository or on a local Secure Agent, depending on how your organization is configured.
For information about how to configure and use a secrets manager, see Secrets manager configuration.
Runtime Environment
The name of the runtime environment where you want to run tasks.
Select a Secure Agent, Hosted Agent, or serverless runtime environment.

Authentication types

You can configure OAuth 2.0 and OAuth 2.0 Client Secret Grant authentication types to access Microsoft Dynamics 365 for Operations.
Select the required authentication method and then configure the authentication-specific parameters.
Note: You cannot use OAuth 2.0 client certificate grant authentication to access Microsoft Dynamics 365 for Operations. The keystore file, keystore password, key alias, and key password properties that display for the client certificate grant authentication are not applicable to a Microsoft Dynamics 365 for Operations connection.

Advanced settings

The following table describes the advanced connection properties:
Property
Description
Retry Error Codes
HTTP error codes for temporary issues or failures in network requests or operations for which the Microsoft Dynamics 365 for Sales connection attempts retries.
You can enter HTTP error codes, each separated by a comma.
Retry Count
The total number of retries to get the response from the Microsoft Dynamics 365 for Operations endpoint, determined by the retry interval you specify.
Default is 0.
If you enable the retry count and run a task, the task stops responding when the Microsoft Dynamics 365 for Operations server is down or not reachable from the Secure Agent.
Retry Interval
The time in seconds to wait before the Microsoft Dynamics 365 for Operations connection makes another attempt to receive a response.
Default is 60 seconds.

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