Connectors

Dynamics 365

The connection parameters required to connect to Dynamics 365 can be found below:

Dynamics

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.

Updating your Password for Dynamics in the Connection Library

Demo showing how to update your Dynamics password in Data Sync and Ouvvi's connection library.

Any project that references the updated connection will be automatically updated with the new credentials.