Dynamics 365

Connection Requirements

1 - Organization name

The unique name of your Dynamics 365 organization. It is the first part of your environment URL: in https://contoso.crm4.dynamics.com the organization name is contoso.

2 - Region

The datacenter region of your environment. It is the crm part that follows the organization name in the environment URL.

• crm - North America

• crm2 - South America

• crm3 - Canada

• crm4 - Europe, Middle East, Africa

• crm5 - Asia Pacific

• crm6 - Australia

• crm7 - Japan

• crm8 - India

3 - Client id

Application (client) ID of the Microsoft Entra ID app registration that will access the Dataverse Web API. You can find it on the Overview page of the application.

Sign into the Microsoft Azure Portal, go to Microsoft Entra ID > App registrations and register an application (or select an existing one). On API permissions, click “Add a permission”, choose “Dynamics CRM” and add the user_impersonation permission, then grant admin consent. Finally, create an Application User for this application in the Power Platform admin center (Environments > your environment > Settings > Users + permissions > Application users) and assign it a security role with read access to the tables you want to discover.

4 - Client secret

A secret value the application uses to identify itself. You can create it under Certificates & secrets on the app registration page.

Important Note: Please save the generated client secret in a secure location. For security reasons, the value is only displayed once.

5 - Tenant id

Directory (tenant) ID of the Microsoft Entra ID tenant the application is registered in. You can find it on the Overview page of the application.

6 - Scope

The OAuth scope that is requested while getting the access token. It is your environment URL followed by /.default, for example https://contoso.crm4.dynamics.com/.default.

7 - Web api version

Version of the Dataverse Web API that is used on the request path (/api/data/v9.2). Default value is 9.2 and we do not recommend changing it.

8 - Timeout

The amount of time (in seconds) to wait for API responses. (default: 30)

9 - Per page

Number of records to fetch per request (default: 5000).

10 - Proxy

Proxy URL (optional).

Attention

Please perform a connection test to ensure there is a valid connection to the Dynamics 365 API. When the discovery operation is finalized you will be able to see the details on Assets page.