Overview

You must create Dynamics 365 for Sales accounts to connect to data sources that you want to use in your pipelines. You can configure your Dynamics 365 for Sales in SnapLogic using either the Designer or Manager.

Snap-Account Compatibility

Snaps in the Dynamics 365 for Sales Snap Pack work with different account types per the following table.

Configuring Dynamics 365 for Sales Accounts 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. In the Account tab, click the  icon to view the accounts to which you have access and select the account that you want to use. 

2. Click the Save icon.
   
   

   Open

   

Creating an account

1. In the Account tab, click the Add Account button under the Account Reference field.

2. Select the Location where you want to create the account, select the Account Type, and click Continue. The Add Account dialog window associated with the account type displays.
   

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. For detailed guidance on how to provide information associated with each account type, use the following links: Dynamics 365 NTLM Account, and Dynamics 365 OAuth2 Account for Online.

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.

Configuring Dynamics 365 for Sales Accounts Using SnapLogic Manager

You can 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.

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. 

   Open

   

    

2. Repeat the steps numbered 3 through 5 in the Creating an Account section.

Snap Pack History