Tableau Connector for Dynamics 365 Finance and Operations

Build 21.0.7930

Using OAuth Authentication

OAuth requires the authenticating user to interact with Dynamics 365 Finance and Operations using the browser. The connector facilitates this in various ways as described below.

Embedded Credentials

See Embedded Credentials to connect with the connector's embedded credentials and skip creating a custom OAuth app.

Custom Credentials

Instead of connecting with the connector's embedded credentials, you can register an app to obtain the OAuthClientId and OAuthClientSecret.

When to Create a Custom OAuth App

Creating a custom OAuth app is optional as the connector is already registered with Dynamics 365 Finance and Operations and you can connect with its embedded credentials. You might want to create a custom OAuth app to change the information displayed when users log into the Dynamics 365 Finance and Operations OAuth endpoint to grant permissions to the connector.

Creating a Custom OAuth App

See Creating a Custom OAuth App for a procedure.

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Build 21.0.7930