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In this article

Table of Contents

...

Overview

You can use this account type to connect connect the MS Dynamics 365 for Sales Snap Pack with data sources that use Dynamics 365 OAuth2 for Online Accountuse OAuth2 with Dynamics 365. This account supports both on-premise and cloud instances.

Prerequisites

  • Valid

    client ID

    application with all the required API permissions.

  • Valid

    tenant URL

    client ID and client secret.

Limitations

...

None.

and Known Issues

None.

Account Settings

...

Info

  • Asterisk ( * ): Indicates a mandatory field.

  • Suggestion icon (Image Added): Indicates a list that is dynamically populated based on the configuration.

  • Expression icon ( Image Added): Indicates whether the value is an expression (if enabled) or a static value (if disabled). Learn more about Using Expressions in SnapLogic.

  • Add icon (Image Added): Indicates that you can add fields in the fieldset.

  • Remove icon (Image Added): Indicates that you can remove fields from the fieldset.

Field Name

Field Type

Description

Label*

Default Value

Example Label

: N/A
Example: MS Dynamics 365 For Sales

String

Required. Unique

Specify a unique user-provided label for the account.

N/A

MS


Dynamics

365 For SalesDynamics

Organization URL

URLRequired. The

*

Default Value: N/A
Example: https://abcxyzcompany.api.crm.dynamics.com/api/data/v8.2/


String/Expression

Specify 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.

Required. 

.

Client ID*

Default Value: 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 IDString

Example: 9ee09921-7b72-432d-b552-a21e8a1ab143

String

Specify the client ID associated with your Azure application. You can create the client ID as advised by your application provider.

NClient secret


Client secret

Default Value: N/A

9ee09921-7b72-432d-b552-a21e8a1ab143

Example: bec1f9242f9nsh67f2276b9ws4cadd14

String

Specify the client secret associated with your account. You can create the client secret as advised by your application provider.


Access token

Default Value: N/A

bec1f9242f9nsh67f2276b9ws4cadd14
Access token

Example: 768901

String

Auto-generated after authorization. 

The N

Specify 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


Refresh token

Default Value: N/A

Refresh token

Example: 87566779

String

Auto-generated after authorization.

 The

 

Specify 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.

NAccess token expiration


Access token expiration

Default Value: N/A

87566779

Example:20

Integer

The

Specify the access token expiration value.

N/AN/AHeader authenticatedCheck box


Header authenticated

Default Value: Not selected
Example: Selected

Checkbox

Select this

check box

checkbox to indicate that the endpoint uses bearer header authentication.

Not selectedSelected


OAuth2 Endpoint

URLRequired. Enter the

*

Default Value: https://login.microsoftonline.com/<tenant>/oauth2/authorize
Example: 
https://login.microsoftonline.com/yourcompany.onmicrosoft.com/oauth2/authorize

String

Specify the URL of the endpoint that authorizes the application. 

N/A


OAuth2 Token*

Default Value: https://login.microsoftonline.com/<tenant>/oauth2/token
Example:
https://login.microsoftonline.com/yourcompany.onmicrosoft.com/oauth2/

authorize

token

OAuth2 Token

String

Required. Enter

Specify the URL of the endpoint that retrieves the token for an authenticated account.

N/Ahttps://login.microsoftonline.com/yourcompany.onmicrosoft.com/oauth2/token


Grant Type

Default Value: authorization_code
Example: client_credentials

Dropdown list

Select the grant type for authorization. Available options are:

  • authorization_code: Authenticates using credentials (username and password), which return to the client through a redirect URL. The application then receives the authorization code from the URL and uses it to request an access token.

  • client_credentials: Obtains an access token for the client ID and client secret through the token endpoint URL.

Token endpoint config



Use this

fieldset

field set 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:

 

Token endpoint parameter

  • Token endpoint parameter value
    • Token endpoint parameter

    *

    Default Value: N/A
    Example: response-type

    String

    Required. Enter Token endpoint valueStringRequired. Enter

    Specify the token endpoint parameter.


    Token endpoint parameter value*

    Default Value: N/A

    response-type

    Example: code

    String

    Specify the value associated with the endpoint parameter defined above.

    N/Acode


    Auth endpoint config





    Use this

    fieldset

    field set 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:

    • Auth endpoint parameter
    • Auth endpoint value
    Auth endpoint parameterStringRequired. Enter Auth endpoint valueStringRequired. Enter

    .

    Authentication parameter*

    Default Value: N/A
    Example: scope


    String

    Specify the authorization endpoint parameter.


    Authentication parameter value*

    Default Value: N/A

    scope

    Example: offline_access app.Read.All

    String

    Specify the value associated with the authorization endpoint parameter defined above

    .N/Aoffline_access app

    .

    Read.All


    Auto-refresh token

    Check box


    Default Value: Not Selected
    Example: N/A

    Checkbox

    Select this

    check box to 

    checkbox to refresh the

    access

    token automatically, using the refresh token

    . Otherwise

    , when the

    access

    token

    expires and is not refreshed automatically.Not selectedSelectedAuthorizeButtonClick 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/AN/A

    ...

    is due for expiry. The token refresh does not happen automatically if this checkbox is not selected.


    How to video

    Configure a Microsoft Dynamics 365 OAuth2 Account in the SnapLogic IIP Designer

    Configure Dynamics 365 for Sales.mp4

    Learn how to Configure an Application in the Azure Portal for OAuth2 Account

    Snap Pack History

    Expand

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    Microsoft Dynamics 365 for Sales Snap Pack
    Microsoft Dynamics 365 for Sales Snap Pack
    nameMS Dynamics 365 for Sales_SPH
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