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You must create Dynamics 365 for Sales accounts to connect to data sources that you want to use in your Pipelines.
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
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.
SnapLogic organizes and displays all accounts to which you have access, sorting them by account type and location. To select an existing account:
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.
Use Manager to create accounts without associating them immediately with Pipelines. Accounts in SnapLogic are associated with projects. You can use accounts created in other projects only if you have at least Read access to them.
Avoid updating account credentials while Pipelines using that account are executing. This may lead to unexpected results, including locking your account.