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Microsoft Dynamics 365 for Sales

Create a Microsoft Dynamics 365 for Sales connection to read from or write to Microsoft Dynamics 365 for Sales.

Feature snapshot

Operation
Support
Read
Yes
Write
Yes

Before you begin

Before you configure the connection properties, you'll need to get information from your Microsoft Dynamics 365 and 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/3BqDSro

Connection properties

The following table describes the Microsoft Dynamics 365 for Sales 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.
Authentication Type
The authentication method that the connector must use to log in to the Microsoft Dynamics 365 for Sales online or on-premises.
Select one of the following authentication types:
  • - OAuth 2.0 Password Grant. Requires the web API URL, username, password, and application ID. You additionally need the security token service URL to access Microsoft Dynamics 365 for Sales on-premises. Applies to Microsoft Dynamics 365 for Sales online and on-premises.
  • - OAuth 2.0 Client Certificate Grant. Requires the web API URL, application ID, tenant ID, keystore file, keystore password, key alias, and key password. Applies to Microsoft Dynamics 365 for Sales online.
  • - OAuth 2.0 Client Secret Grant. Requires the application ID and client secret. Applies to Microsoft Dynamics 365 for Sales online.
Web API url
The URL of the Microsoft Dynamics 365 for Sales endpoint.
Username
The user name to connect to the Microsoft Dynamics 365 for Sales account.
Password
The password to connect to the Microsoft Dynamics 365 for Sales account.
Application ID
The Azure application ID for Microsoft Dynamics 365 for Sales.
Tenant ID
The directory ID for Azure Active Directory.
Keystore File
The location and the file name of the key store.
Keystore Password
The password for the keystore file required for secure communication.
Key Alias
The alias name for the individual key.
Key Password
The password for the individual keys in the keystore file required for secure communication.
Retry Error Codes
The comma-separated http error codes for which the retries are made.
Retry Count
The number of retries to get the response from an endpoint based on the retry interval.
Default is 5.
Retry Interval
The time in seconds to wait before Microsoft Dynamics 365 for Sales Connector retries for a response.
Default is 60 seconds.
Client Secret
The client secret key to connect to Microsoft Dynamics 365 for Sales account.
Server Type
The Microsoft Dynamics 365 for Sales server that you want to access.
You can select the server type from the following list:
  • - Microsoft Dynamics Online. Connects to Microsoft Dynamics 365 for Sales deployed online.
  • - Microsoft Dynamics On-premise. Connects to Microsoft Dynamics 365 for Sales deployed on-premises.
Security Token Service URL
The Microsoft Dynamics 365 for Sales security token service URL.
Applies to the OAuth 2.0 Password Grant to access Microsoft Dynamics 365 for Sales on-premises.
For example, https://sts1.<company>.com/adfs/oauth2/token