Search

Dynamics 365

Dynamics 365

Setup Guide

Follow these steps to connect Dynamics 365 to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Dynamics 365 into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Enter your organization’s URL in the Organization URL field (for example, https://businesscentral.dynamics.com/abc123/).

  6. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

AzureAD

  1. Select your edition of Dynamics 365 in the Edition drop-down menu.

  2. Click Sign in to connect securely through OAuth. This action opens the Dynamics 365 sign-in page in a new tab.

  3. Log in to your Dynamics 365 account and provide the requested permissions (if applicable).

  4. At the top of the CData Connect Cloud Add Dynamics 365 Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

AzureServicePrincipal

  1. Enter the Azure Tenant Id to connect to.

  2. Enter OAuth Client Id in your application settings.

  3. Enter your OAuth Client Secret or your OAuth JWT Cert.

  4. Select your edition of Dynamics 365 in the Edition drop-down menu.

  5. At the top of the CData Connect Cloud Add Dynamics 365 Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

More Information

For more information about interactions between CData Connect Cloud and Dynamics 365, see this information page.