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Authenticate to Microsoft Dynamics 365

After you add the connector, you need to set the required properties. Organizational URL: Enter the URL to your Microsoft Dynamics 365 organization (for example, https://abc123.cloudax.dynamics.com). supports authenticating to Microsoft Dynamics 365 in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

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Azure Active Directory

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Azure Managed Service Identity

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Azure Service Principal

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Azure Service Principal Certificate

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Complete Your Connection

To complete your connection:
  1. For Edition, select the edition for your version of Microsoft Dynamics 365.
    • CustomerService
    • FieldService
    • Marketing
    • ProjectOperations
    • Sales
    • Commerce
    Note: The FinOpsOnline, FinOpsOnPremise, and HumanResources editions do not support the Microsoft Dynamics 365 destination.
  2. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)
  3. If you authenticate with AzureAd, click Connect to Microsoft Dynamics 365 to connect to your Microsoft Dynamics 365 account.
  4. Click Create & Test to create your connection.

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Create Alternate Keys

Using alternate keys is a key component in a reverse ETL workflow, enabling simplification of data integration. Because Microsoft Dynamics 365 stores data in Microsoft Dataverse tables, alternate keys play a crucial role in facilitating data movement between and Microsoft Dynamics 365. These keys provide a reliable way to match records when Dataverse globally unique identifiers (GUIDs) are unavailable. Similar to how Salesforce uses an external Id for record identification, alternate keys ensure seamless synchronization and data updates without relying on primary identifiers (Ids). When you create an alternate key for a Dataverse table, that key is displayed as a column on the Column Mapping tab for your reverse ETL job in . To create an alternate key:
  1. Sign in to Microsoft Power Apps and navigate to the Dataverse tables.
  2. Select the table that you (for example, the Account table).This selection opens the table view.
  3. In the table view, select Keys to open the alternate-keys view.
  4. On the Keys page, follow these steps:
    1. Click New Key, which opens a pop-up dialog box on the right.
    2. In the Key dialog box, specify the following information:
      • Display Name: Enter a name for this key. This name will be displayed in label is the label that will be displayed in the application’s ID mapping section.
      • Columns: Select a column that you want to use as an alternate key. Note that alternate keys must be unique and they must meet the requirements that are described in the Microsoft Dynamics 365 documentation. If you do not have a column that meets the requirements, you can add a column manually to use. Note: If you add a new column to use as an external identifier (Id), make sure to backfill it with unique values before you use it to prevent accidental duplicates.
    3. Click Save to create your alternate key and to display it on the Column Mapping tab for your job.
  5. Select the name of your alternate key on the Column Mapping tab and map it to the appropriate column for your source in .