In this article

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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

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None.

and Known Issues

None.

Account Settings

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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.

MS

Field Name		Field Type	Description
Label* Default Value: N/A Example: MS Dynamics 365 For Sales		String	Specify a unique user-provided label for the account.

N/A

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.

Client IDStringRequired. 

.

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)

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.

N

Access token expiration Default Value: N/A

87566779

Access token expiration

IntegerThe access token expiration value.N/AN/A

...

Example:20		Integer	Specify the access token expiration value.
Header authenticated Default Value: Not selected Example: Selected		Checkbox	Select this checkbox to indicate that the endpoint uses bearer header authentication.
OAuth2 Endpoint* 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.
OAuth2 Token* Default Value: https://login.microsoftonline.com/<tenant>/oauth2/token Example: https://login.microsoftonline.com/yourcompany.onmicrosoft.com/oauth2/token		String	Specify the URL of the endpoint that retrieves the token for an authenticated account.
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 field set to provide custom properties for the OAuth2 token endpoint.
	Token endpoint parameter* Default Value: N/A Example: response-type	String	Specify the token endpoint parameter.
	Token endpoint parameter value* Default Value: N/A Example: code	String	Specify the value associated with the endpoint parameter defined above.
Auth endpoint config	Use this field set to provide custom properties for the OAuth2 auth endpoint.
	Authentication parameter* Default Value: N/A Example: scope	String	Specify the authorization endpoint parameter.
	Authentication parameter value* Default Value: N/A Example: offline_access app.Read.All	String	Specify the value associated with the authorization endpoint parameter defined above.
Auto-refresh token Default Value: Not Selected Example: N/A		Checkbox	Select this checkbox to refresh the token automatically, using the refresh token, when the token 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

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Related Links

• MS Dynamics 365 for Sales Snap Pack

• Application Configuration in Azure Portal for OAuth2 Account to use in Dynamics 365 for Sales

  SnapLogic Product Glossary

• Getting started with SnapLogic