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Overview

You must create Dynamics 365 for Sales accounts to connect to data sources that you want to use in your Pipelines. 

Snap-Account Compatibility

Snaps in the Dynamics 365 for Sales Snap Pack work with different accounts and protocols per the following table.

You can configure your Dynamics 365 for Sales in SnapLogic using either the Designer or Manager

Using SnapLogic Designer

Drag a Dynamics 365 for Sales Snap to the Canvas and click the Snap to open its settings. Click the Account tab. You can now either use an existing account or create a new one.

Selecting an existing account

SnapLogic organizes and displays all accounts to which you have access, sorting them by account type and location. To select an existing account:

1. Click the  icon to view the accounts to which you have access and select the account that you want to use. 
   
   
2. Click .
   
   
   

Creating an account

1. Click Add Account in the Account Reference dialog.
   
   
2. Select the Location in which you want to create the account, select the account type, and click Continue. The Add Account dialog associated with the account type appears.
   

3. Enter the required account details. Enter additional information on this account in the Notes field of the Info tab. This will help you–and other users–understand the purpose of the account, especially if there are multiple accounts of the same type

4. Click Validate to verify the account, if the account type supports validation.
5. Click Apply to complete configuring the Dynamics 365 for Sales account.

Using SnapLogic Manager

Use Manager to create accounts without associating them immediately with Pipelines.

1. In the left pane, browse to the project in which you want to create the account and click Create > Account > Dynamics 365 for Sales, followed by the appropriate account type.
   
   
   The Create Account dialog associated with the selected account type appears. 
   
   
2. Repeat the steps numbered 3 through 5 in the Creating an account section.