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Microsoft Dynamics 365 Sales Connection
Create a remote connection using the Microsoft Dynamics 365 Sales connector to sync sales data from your Microsoft Dynamics 365 account to CRM Analytics.
Create the Connection
- On the Data Manager Connections tab, click New Connection.
- Click the name of the connector, and click Next.
- Enter the connector settings.
- To validate your settings and attempt to connect to the source, click Save & Test. If the connection fails, CRM Analytics shows possible reasons.
All settings require a value, unless otherwise indicated.
| Connection Setting | Description |
|---|---|
| Connection Name | Identifies the connections. Use a convention that lets you easily distinguish between different connections. |
| Developer Name | API name for the connection. This name can’t include spaces. The API name is used in your recipes to reference data extracted through this connection. You can’t change the developer name after you create the connection. |
| Description | Description of the connection for internal use. |
| Organization URL | URL of your Microsoft Dynamics 365 organization. Enter a URL in the format: https://<OrgName>.crm.dynamics.com For example: |
| Azure Tenant | The Microsoft Online tenant being used to access data, for example contoso.onmicrosoft.com. Alternatively, specify the tenant Id. This value is the directory Id found in your Azure portal’s Azure Active Directory in the Properties section. For example: |
| OAuth Client ID | The client Id assigned when you register your application with an OAuth authorization server. After registering with an OAuth application, you will receive this value described as the OAuthClientId or consumer key. |
| OAuth Client Secret | The client secret assigned when you register your application with an OAuth authorization server. After registering with an OAuth application, you will receive this value described as the OAuthClientSecret, client secret, or consumer secret. |
Microsoft Dynamics 365 Sales Connector Considerations
Keep these behaviors in mind when working with the Microsoft Dynamics 365 Sales connector.
- Connected object names must start with a letter and contain only letters, digits, or underscores. Object names can’t end with an underscore.
- Only field names with combinations of alphanumeric, dot, underscore, or dash characters are supported. If a connector includes field names that contain other characters, such as spaces or brackets, the sync fails.
- The connector can sync up to 100,000 rows or 500 MB per object, whichever limit is reached first.
- The security settings of the user that you use to connect determine the data available for sync.
- This connector is tested for connecting with and syncing data from Microsoft Dynamics 365 Sales. Other Microsoft Dynamics 365 products are not supported.
