MS Dynamics 365
Microsoft Dynamics 365 is a cloud-based suite that combines ERP and CRM functionality into a single platform. It includes modules for sales, customer service, field service, marketing, finance, operations, supply chain management, and more. Dynamics 365 offers a unified and integrated solution for managing all aspects of a business.
After successfully connecting to the provider on the Authorization Panel, integration into Automation Studio continues with Configuration and Testing.
Before you Begin
- Create a Dynamics 365 account.
- Note the domain of your account, found in the URL address bar (https://orgXXXXXXXX.crm4.dynamics.com).
Authorization
The following fields are required to connect to the Dynamics 365 provider.
To learn about the NEVA Integrate authorization process, see Selecting a Provider > Authorization.
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Field |
Description |
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Authorization URL |
The URL used to initiate the authorization process on the provider's server. Default: https://login.microsoftonline.com/common/oauth2/authorize |
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Token URL |
The URL of the authorization server from which an authorization token is requested. Default: https://login.microsoftonline.com/common/oauth2/token |
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Client ID |
The ID of the client application requesting access to the provider. Default: 51f81489-12ee-4a9e-aaae-a2591f45987d |
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Resource |
The domain of your Dynamics 365 account. For example: https://aaaaaaaa000.crm4.dynamics.com |
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Client Secret |
A private credential used to authenticate your application on the provider. (Optional) |
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Redirect URL |
The URL to where you are redirected after completing the authentication process. Default: http://localhost |
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