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
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 Name | Field Type | Description | |
|---|---|---|---|
Label* Default Value: N/A | String | Specify a unique user-provided label for the account. | |
Dynamics Organization URL* Default Value: N/A | 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, such as search filters. | |
Client ID* Default Value: N/A | 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 | 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 | String | Auto-generated after authorization. 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. | |
Refresh token Default Value: N/A | String | Auto-generated after authorization. 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. | |
Access token expiration Default Value: N/A | Integer | Specify the access token expiration value. | |
Header authenticated Default Value: Not 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 | String | Specify the URL of the endpoint that authorizes the application. | |
OAuth2 Token* Default Value: https://login.microsoftonline.com/<tenant>/oauth2/token | String | Specify the URL of the endpoint that retrieves the token for an authenticated account. | |
Grant Type Default Value: authorization_code | Dropdown list | Select the grant type for authorization. Available options are:
| |
Token endpoint config | Use this field set to provide custom properties for the OAuth2 token endpoint. | ||
Token endpoint parameter* Default Value: N/A | String | Specify the token endpoint parameter. | |
Token endpoint parameter value* Default Value: N/A | 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 | String | Specify the authorization endpoint parameter. | |
Authentication parameter value* Default Value: N/A | String | Specify the value associated with the authorization endpoint parameter defined above. | |
Auto-refresh token Default Value: Not Selected | 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