Label*

Default Value: N/A
Example: MS Dynamics 365 For Sales

String

Specify a 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/

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
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. 

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
Example: 87566779

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
Example:20

Integer

Specify 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

String

Specify 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

String

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

Grant Type

Default Value: authorization_code
Example: client_credentials

Dropdown list

Select the grant type for authorization. Available options are:

• 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.

• password: Obtains an access token using the Username and Password. This grant type involves exchanging these credentials with the server for an access token through a POST request.

Username

Default Value: N/A
Example: admin

String

Appears when you select password as Grant type.

Specify the username for the account to connect to the Dynamics 365 for Sales instance.

Password

Default Value: N/A
Example: p@$$w019

String

Appears when you select password as Grant type.

Specify the password for the account to connect to the Dynamics 365 for Sales instance.

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

Specify the token endpoint parameter.

Token endpoint parameter value*

Default Value: N/A
Example: code

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
Example: scope

String

Specify the authorization endpoint parameter.

Authentication parameter value*

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

String

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

Snaplex

String

Specify the Snaplex to process OAuth 2.0 authorization and refresh token requests. The format for the Snaplex value is: /{org}/{plexPath}.

When you configure the Snaplex, the specific Snaplex is used when obtaining or refreshing OAuth2 tokens. If you do not specify any value, the control plane selects a Snaplex from the available Snaplexes and prefers Cloudplexes over Groundplexes.

Default value: N/A
Example: /MyOrg/shared/MyPlex

Auto-refresh token

Default Value: Not Selected
Example: N/A

Checkbox

Select this checkbox to automatically refresh the token using the refresh token when the token is due to expire. The token refresh does not happen automatically if this checkbox is not selected.