Connecting to Microsoft Dynamics 365 Online

In order for Spectrum™ Technology Platform to access data in Microsoft Dynamics 365 Online, you must define a connection to Microsoft Dynamics 365 Online using Management Console. Once you do this, you can create flows in Enterprise Designer that can read data from, and write data to, Microsoft Dynamics 365 Online.
Note: This connection is for use in the Metadata Insights module.
  1. Open Management Console.
  2. Go to Resources > Data Sources.
  3. Click the Add button .
  4. In the Name field, enter a name for the connection. The name can be anything you choose.
    Note: Once you save a connection you cannot change the name.
  5. In the Type field, choose Dynamics 365 Online.
  6. In the Username field, enter your Microsoft Dynamics user name.
  7. In the Password field, enter your Microsoft Dynamics password.
  8. In the Organization Name field, enter your organization unique name, which identifies your CRM instance.

    To find your organization unique name, log in to Microsoft Dynamics and go to Settings > Customization > Customizations > Developer Resources. Your organization unique name is displayed.

  9. In the Region field, select the geographical region of your Microsoft Dynamics account.
  10. To test the connection, click Test.
  11. Click Save.