TDV Adapter for Dynamics 365

Build 21.0.8137

Basic Tab

Connecting to Microsoft Dynamics 365

For connection, Edition and OrganizationUrl are required connection properties. The Microsoft Dynamics 365 driver supports connecting to the following Microsoft Dynamics 365 editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

Note that "Supply Chain Management" is the same as "Finance and Operations." You can can connect to it by setting the Edition to either "FinOpsOnline" or "FinOpsOnPremise."

For Microsoft Dynamics 365 Business Central, use the separate Microsoft Dynamics 365 Business Central driver.

OrganizationUrl is the URL to your Microsoft Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

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 Microsoft Dynamics 365 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.

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Build 21.0.8137