Dynamics 365 Query authentication guide
This is a step-by-step guide to acquiring Dynamics 365 credentials and authorizing the Dynamics 365 Query component.
Create an OAuth connection
- You need to create an OAuth connection. Follow the instructions in OAuth until you reach the Organization URL and Edition fields—at which point, you should return to this page.
- Log in to Office 365 Home.
- Click the Business Apps tab at the top.
- Click the Dynamics 365 - custom app. 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 examplehttps://companyname.crm11.dynamics.com/main.aspx#414717258
and paste this into the Organization URL field in the Add new OAuth dialog 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. Upon success, this browser tab will close.
- The OAuth connections menu will now display your new OAuth connection.
- Your new OAuth connection is ready for use with the Dynamics 365 Query component.