Establishing a Connection
To access Dynamics 365 Sales data in BizTalk, you need to configure the adapter and then configure the connection.
Configure the Dynamics 365 Sales Adapter
You can configure the adapter in the properties for the receive location or send port: Select the adapter in the Type menu, and then click Configure. You can then specify receive or transmit properties in the Transport Properties dialog that is displayed.
See Adapter Configuration for guides to configure the adapter for receive locations and send ports.
Configure the Connection
After you configure the adapter, you need to configure connection properties. In the Transport Properties dialog, click the button in the Connection String box. You can set connection properties in the dialog that is displayed.
Connecting to Dynamics 365 Sales
Authenticating using Azure AD
Azure AD is a connection type that goes through OAuth. Set your AuthScheme to AzureAD and see Using OAuth Authentication for an authentication guide.
Authenticating using Azure Service Principal
Azure Service Principal is a connection type that goes through OAuth. Set your AuthScheme to AzureServicePrincipal and see Using Azure Service Principal Authentication for an authentication guide.
Authenticating using MSI Authentication
If you are running Dynamics 365 Sales on an Azure VM, you can leverage Managed Service Identity (MSI) credentials to connect:
- AuthScheme: Set this to AzureMSI.
The MSI credentials will then be automatically obtained for authentication.