Create a connection record for Microsoft Dynamics 365

Create a connection for your Microsoft Dynamics 365 application. The Microsoft Dynamics 365 spoke connection and credential aliases use these connections to perform actions in Microsoft Dynamics 365.

Before you begin

Role required: Global administrator and Dynamics 365 administrator in Microsoft admin center

Procedure

1. Navigate to All > Connections & Credentials > Connections & Credentials Aliases.
2. Select the alias record for Microsoft 365 Dynamics.
3. On the Connection & Credential Aliases page, select Create New connection and credential.
4. In the Create Connection and Credential window, perform the following:
   1. In the Connection URL field, enter the connection URL.
      To fetch the connection URL, log in to the Microsoft Admin portal and navigate to Admin Centers > All admin centers > Select Dynamics 365 apps > Environments. Select the environment that you want to integrate with. The environment URL is the connection URL.
   2. Under the Please Enter the Credential Information section, select the permission type to ensure your application accesses data correctly and securely.
      The permission type can be Application Permissions or Delegated Permissions depending on the application's data access requirements.
   3. In the OAuth Client ID field, enter the OAuth Client ID that you received from Set up Microsoft Azure Active Directory.
   4. In the OAuth Client Secret field, enter the OAuth Client Secret key that you received from Set up Microsoft Azure Active Directory.
5. Select Create and Get OAuth Token.