In this article
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Overview
Use 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.
You can configure an MS Dynamics 365 for Sales account in SnapLogic from Designer or Manager. In Designer, when working on pipelines, every Snap that needs an account prompts you to either create a new account or use an existing account. These accounts can be created in or used from:
- Your private project folder: This folder contains the pipelines that will use the account.
- Your project space’s shared folder: This folder is accessible to all the users that belong to the Project Space.
- The global shared folder: This folder is accessible to all the users within an organization in the SnapLogic instance.
The steps required to create an account in any of these cases remain the same.
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As of now, this Snap pack supports only OAUTH2 accounts for Dynamics 365 Sales online. |
Prerequisites
- Valid client ID.
- Valid tenant URL.
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Limitations
None.
Known Issues
None
Account Settings
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| title | Documenting Fields Based On Data Type/UI Element |
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**Delete Before Publishing**
Choose from the following sentences to document specific field types.
...
- <State what the field contains>. Available options are: <bullet list of LoVs>
The Salesforce API to be used. Available options are:... - Select the <category> that you want to use. Available options are...
* Option 1<italicized>: <third person singular form of the verb>
* Option 2<italicized>: <third person singular form of the verb>
Select the API that you want to use. Available options are:
Bulk API: Sends the Snap execution request details as a bulk API call.
REST API: ... - Indicates.... Available options are:
Indicates how the Snap must be executed. Available options are:
* Validate & Execute: Performs limited execution of the Snap (up to 50 records) during Pipeline validation; performs full execution of the Snap (unlimited records) during Pipeline execution.
* Execute only: Performs full execution of the Snap during Pipeline execution; does not execute the Snap during Pipeline validation.
* Disabled: Disables the Snap and, by extension, its downstream Snaps.
Check boxes:
- If selected, <Snap behavior>.
If selected, an empty file is written when the incoming document has no data. - If selected, <behavior>. If not selected/Otherwise, <behavior>
Use "If not selected" if the first sentence is long.
If selected, the Snap uses the file path value as is. Otherwise, the Snap uses the file path value in the URL.
If selected, an empty file is written when the incoming document has empty data. If there is no incoming document at the input view of the Snap, no file is written regardless of the value of the property.
- Select to <action>
Use this if the behavior is binary. Either this or that, where the converse behavior is apparent/obvious.
Select to execute the Pipeline during validation.
Text Fields
- Describe what the field represents/contains. Additional details, as applicable, in a separate sentence. Include caveats such as the field being conditionally mandatory, limitations, etc.
The name of the account.
The account ID that you want to use to log in to the endpoint.
Required if IAM Role is selected.
Do not use this field if you are using batch processing.
Numeric Text Fields
- Describe what the field represents/contains. Additional details, as applicable, in a separate sentence. Include caveats such as the field being conditionally mandatory, limitations, etc. Include special values that impact the field's behavior as a bullet list.
The number of records in a batch.
The number of seconds for which you want the Snap to wait between retries.
The number of seconds for which the Snap waits between retries.
Use the following special values:
* 0: Disables batching.
* 1: Includes all documents in a single request.
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Required. Unique user-provided label for the account.
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Troubleshooting
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Account validation failed
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The Pipeline ended before the batch could complete execution due to a connection error.
Verify that the Refresh token field is configured to handle the inputs properly. If you are not sure when the input data is available, configure this field as zero to keep the connection always open.
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| 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 |
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