Connectors
Dynamics 365
The connection parameters required to connect to Dynamics 365 can be found below:
| Parameter | Value |
|---|---|
| Connection Name | Name for the connection. |
| Description | Description of the connection. |
| Server URL | The URL to your dynamics 365 instance without the organisation subdomain suffix. E.g https://crm.dynamics.com, http://crm2017:5555. |
| Organisation Name | Name of your organisation. |
| Authentication Type | The type of Authentication. For Dynamics 365 Online this is Federated. For OnPremise this is either Federated or Managed Domain. |
| Username (optional) | An alternative username to the Ouvvi Windows Service Credentials. |
| Password (optional) | An alternative password to the Ouvvi Windows Service Credentials. |
| Domain (optional) | The domain for server authentication |
Note: Ouvvi Windows Service Credentials are used by default unless alternate office 365 credentials are supplied.
For Dynamics 365 Online always provide Azure AD credentials.
Office 365 credentials are required in the email user format (UPN) user@domain.com.