In this article

Overview

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.

Prerequisites

Valid application with all the required API permissions.
Valid client ID and client secret.

Limitations and Known Issues

None.

Account Settings

Settings for a Dynamics 365 for Sales OAuth2 account

Asterisk ( * ): Indicates a mandatory field.
Suggestion icon (): Indicates a list that is dynamically populated based on the configuration.
Expression icon ( ): Indicates whether the value is an expression (if enabled) or a static value (if disabled). Learn more about Using Expressions in SnapLogic.
Add icon (): Indicates that you can add fields in the fieldset.
Remove icon (): Indicates that you can remove fields from the fieldset.

Field		Field Type	Description
Label* Default Value: N/A Example: MS Dynamics 365 For Sales		String	Unique user-provided label for the account.
Dynamics Organization URL* Default Value: N/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 Value: N/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 Value: N/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 Value: https://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 Value: https://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. Default Value: authorization_code Example: client_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 Value: N/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 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

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

Dynamics 365 OAuth2 Account for Online