Set Up a Microsoft Dynamics 365 Connection (Beta)

Set up the Microsoft Dynamics 365 connection to start the flow of data into Data 360.

This feature is a Beta Service. A customer may opt to try a Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. If you have questions or feedback about this Beta Service, contact the Data 360 Connector team at datacloud-connectors-beta@salesforce.com.

Note

User Permissions Needed
To create a connection:	System Admin profile or Data Cloud Architect permission set

Before you begin:

Enable the Beta connector through the feature manager. See Enable Data 360 Features.
Verify your admin has enabled firewalls on the system you want Data 360 to connect to by including these IP addresses to your allowlists.
Set up OAuth authentication for OpenID or for Microsoft.
Create external and named credentials.

In Data Cloud, click Setup, and select Data Cloud Setup.
Under External Integrations, select Other Connectors.
Click New.
On the Source tab, select Microsoft Dynamics 365 and click Next.
Enter a connection name, connection API name, and provide the authentication and connection details.
For Authentication Details, select the Named Credential that you want to use from the dropdown.
For Connection Details, enter details for the following.
1. For Azure Tenant, enter the Microsoft Online tenant being used to access data. This is a required field when setting OAuthGrantType to CLIENT. If not specified, your default tenant is used.
2. For Azure Environment, select from the dropdown.
3. For Connection URL, provide the URL in https://{subdomain}.dynamics.com format, where {subdomain} can include multiple subdomains separated by a period.
4. For Edition, select from the dropdown. For example, if your Edition = HumanResources, the URL value can look like this: https://{cluster}.hr.talent.dynamics.com/namespaces/{namespace_guid}.
To review your configuration, click Test Connection.
Click Save.

After the connector details are accepted, the connection is created and listed under Connectors. You can now create data streams.

Next Step

Create a Microsoft Dynamics 365 Data Stream (Beta)