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You can use this account type to connect MS Dynamics 365 for Sales Snap Pack with data sources that use Dynamics 365 OAuth2 for Online Account.
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Known Issues
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Account Settings
| Parameter | Data Type | Description | Default Value | Example |
|---|---|---|---|---|
| Label | String | Required. Unique user-provided label for the account. | N/A | MS Dynamics 365 For Sales |
Dynamics Organization URL | URL | Required. The URL for the MS Dynamics 365 For Sales WebAPI endpoint. Although the URL is editable, query parameters should not be placed within the URL, as that will not work with the supporting libraries. The Query Parameter fields must be explicitly used query parameter values, such as search filters, etc. This field is suggestible and shows the user's currently configured Account URL. The REST resource, etc. can be then crafted onto the resulting URL. | N/A | https://abcxyzcompany.api.crm.dynamics.com/api/data/v8.2/ https://abcxyzcompany.api.crm.dynamics.com/api/data/v8.2/accounts(GUID) (For example, in a GET request of a specific account) |
| Client ID | String | Required. Specify the client ID associated with your Azure application. You can create the client ID as advised by your application provider. | N/A | 9ee09921-7b72-432d-b552-a21e8a1ab143 |
| Client secret | String | Specify the client secret associated with your account. You can create the client secret as advised by your application provider. | N/A | bec1f9242f9nsh67f2276b9ws4cadd14 |
Access token | String | Auto-generated after authorization. The access token associated with the Azure portal application is used to make API requests on behalf of the user associated with the client ID. | N/A | N/A |
Refresh token | String | Auto-generated after authorization. The refresh token is associated with your account. If the refresh token is stored, then the access token can be refreshed automatically before it expires. | N/A | 87566779 |
Access token expiration | Integer | The access token expiration value. | N/A | N/A |
| Header authenticated | Check box | Select this check box to indicate that the endpoint uses bearer header authentication. | Not selected | Selected |
| OAuth2 Endpoint | URL | Required. Enter the URL of the endpoint that authorizes the application. | N/A | https://login.microsoftonline.com/yourcompany.onmicrosoft.com/oauth2/authorize |
| OAuth2 Token | String | Required. Enter the URL of the endpoint that retrieves the token for an authenticated account. | N/A | https://login.microsoftonline.com/yourcompany.onmicrosoft.com/oauth2/token |
| Token endpoint config | Use this fieldset to provide custom properties for the OAuth2 token endpoint. Click the + or - icons to respectively add or remove configuration rows. This fieldset comprises the following fields:
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| Token endpoint parameter | String | Required. Enter the token endpoint parameter. | N/A | response-type |
| Token endpoint value | String | Required. Enter the value associated with the endpoint parameter defined above. | N/A | code |
| Auth endpoint config | Use this fieldset to provide custom properties for the OAuth2 auth endpoint. Click the + or - icons to respectively add or remove configuration rows. This fieldset comprises the following fields:
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| Auth endpoint parameter | String | Required. Enter the authorization endpoint parameter. | N/A | scope |
| Auth endpoint value | String | Required. Enter the value associated with the authorization endpoint parameter defined above. | N/A | offline_access app.Read.All |
| Auto-refresh token | Check box | Select this check box to refresh the access token automatically using the refresh token. Otherwise, the access token expires and is not refreshed automatically. | Not selected | Selected |
| Authorize | Button | Click this button to authorize the account using the credentials provided in the Client ID, Client Secret, OAuth2 Endpoint, and OAuth2 Token fields. We recommend that you click this button if this is the first time you are creating this account. | N/A | N/A |
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