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

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 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 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. 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.
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.