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Connect to Microsoft Dynamics 365 for Sales

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

Before you begin

Before you get started, your organization administrator needs to register your Microsoft Dynamics 365 for Sales application deployed online or on-premises with Azure Active Directory.
You'll need to get information from your Microsoft Dynamics 365 for Sales and Azure Active Directory (AAD) account based on the authentication type that you want to configure to access Microsoft Dynamics 365 for Sales.
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 Sales
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.
For more information about how to configure and use the serverless environment, see "Serverless runtime environment setup" in Runtime Environments in the Administrator help.
If you want to use the Hosted Agent to access Microsoft Dynamics 365 for Sales, the connection must use OAuth 2.0 Password Grant authentication.

Authentication types

You can select the Microsoft Dynamics 365 for Sales server type as on-premise or online based on where your instance is deployed and the applicable authentication type in the Microsoft Dynamics 365 for Sales connection properties to access Microsoft Dynamics 365 for Sales from Data Integration.
Note: For enhanced security, consider using OAuth 2.0 Secret Grant or OAuth 2.0 Certificate Grant authentication type to establish a 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 Sales endpoint, determined by the retry interval you specify.
Default is 5.
Retry Interval
The wait time in seconds to wait before the Microsoft Dynamics 365 for Sales connection makes another attempt to receive a response.
Default is 60 seconds.

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