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

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FieldField TypeDescription

Label*


Default ValueN/A
Example
:
 MS Dynamics 365 For Sales

String

Unique user-provided label for the account.


Dynamics Organization URL*
Default ValueN/A
Example
:
https://abcxyzcompany.api.crm.dynamics.com/api/data/v8.2/


URL

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, such as search filters.

Client ID*


Default ValueN/A
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.


Client secret


Default Value: N/A
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 ValueN/A
Example
768901
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.


Refresh token
Default Value: N/A
Example
87566779
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.


Access token expiration
Default Value: N/A
Example
:20
Integer

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 Valuehttps://login.microsoftonline.com/<tenant>/oauth2/authorize
Example

https://login.microsoftonline.com/yourcompany.onmicrosoft.com/oauth2/authorize

URL

Enter the URL of the endpoint that authorizes the application. 


OAuth2 Token*


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

URL

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


Grant Type

Dropdown list

Select the grant type for authorization.

  • 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.

DefaultValueauthorization_code
Exampleclient_credentials

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

Enter the token endpoint parameter.


Token endpoint parameter value*


Default ValueN/A
Example
code

String

Enter 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

Enter the authorization endpoint parameter.


Authentication parameter value*


Default Value: N/A
Example
offline_access app.Read.All

String

Enter the value associated with the authorization endpoint parameter defined above.


Auto-refresh token


Default ValueNot 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

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