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 |
For Dynamics 365 Online always provide Azure AD credentials.
Office 365 credentials are required in the email user format (UPN) user@domain.com
.