Dynamics 365 Query authentication guide🔗

This is a step-by-step guide to acquiring Dynamics 365 credentials and authorizing the Dynamics 365 Query component.

Prerequisites🔗

Make sure that each Security Role you create or update in Dynamics 365 has at least the User access level and Read privileges. For more information about access levels and privileges, read the Dynamics 365 documentation.

Create an OAuth connection🔗

Follow the instructions in OAuth, and select Dynamics 365 in the Provider field.
When the Organization URL and Edition fields appear, return to this guide.
Log in to Office 365 Home.
Click Business Apps, then Dynamics 365 - custom. This will open a Dynamics 365 dashboard. The page's URL will contain your Dynamics 365 organization URL. Copy everything before and including dynamics.com. For example, if the URL is https://companyname.crm11.dynamics.com/main.aspx#414717258, you will need https://companyname.crm11.dynamics.com.
Paste this into the Organization URL field in the Data Productivity Cloud.
Select an edition from the drop-down field.
Click Authorize.
A new browser tab will open, connecting you to the third party. Select your account, and complete the connection. If this is the first time you have connected to this third party, you will need to grant Matillion the required permissions. Upon success, this browser tab will close.
Your new OAuth connection is ready for use with the Dynamics 365 Query component.

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