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Dynamics 365

Prerequisites for Configuring Dynamics 365 Data Source​

Account Requirements​

  • Active Dynamics 365 account with sufficient permissions
  • API credentials from Azure Active Directory registration
  • Required permissions for target modules (Sales, Customer Service, Finance, etc.)
  • Dynamics 365 environment URL (e.g., https://yourorg.crm.dynamics.com)

Obtaining Authentication Credentials​

1. Client ID and Client Secret​

  1. Register Application in Azure AD:

    • Log in to Azure portal
    • Navigate to Azure Active Directory > App registrations
    • Click New registration
    • Fill registration form:
      • Name (e.g., "Dynamics 365 Integration")
      • Choose account types
      • Set Redirect URI
    • Click Register

  2. Generate Credentials:

    • Get Client ID from Overview page
    • Navigate to Certificates & secrets
    • Create new client secret
    • Copy secret value immediately

2. Tenant ID​

  1. In Azure portal:
    • Go to Azure Active Directory
    • Navigate to Overview
    • Copy Directory (tenant) ID

3. Access Token​

Request Authorization Code​

https://login.microsoftonline.com/{tenant-id}/oauth2/v2.0/authorize?
client_id={client-id}&
response_type=code&
redirect_uri={redirect-uri}&
scope=https://your-dynamics-365-url.com/.default&state=12345

Exchange for Access Token​

Endpoint:

https://login.microsoftonline.com/{tenant-id}/oauth2/v2.0/token

Parameters:

  • grant_type=authorization_code
  • client_id={client-id}
  • client_secret={client-secret}
  • code={authorization-code}
  • redirect_uri={redirect-uri}

Configuring Dynamics 365 Data Source​

  1. Select the Source Type as Dynamics 365

  2. Fill in the required details:

Basic Configuration​

  • Client ID: Enter the Client ID from Azure AD app registration
  • Client Secret: Enter the Client Secret from Azure AD
  • Tenant ID: Enter your Azure AD Tenant ID
  • Environment URL: Your Dynamics 365 URL
    • Format: https://yourorg.crm.dynamics.com

Additional Configuration​

  • Start Date: Format: YYYY-MM-DD
    • Data created after this date will be replicated
  • Include Archived Data: Toggle to include archived records
  1. Click on Test Connection to verify if the connection is established successfully.
Dynamics 365 Configuration
*Dynamics 365 Configuration*