Connecting to Microsoft Dynamics 365 Online
-
Access the Data Sources page using one of these
modules:
- Management Console:
- Access Management Console using the URL:
http://server:port/managementconsole,
where server is the server name or IP address of
your Spectrum™ Technology Platform server and
port is the HTTP port used by Spectrum™ Technology Platform.Note: By default, the HTTP port is 8080.
- Go to Resources > Data Sources.
- Metadata Insights:
- Access Metadata Insights using the URL:
http://server:port/metadata-insights,
where server is the server name or IP address of
your Spectrum™ Technology Platform server and
port is the HTTP port used by Spectrum™ Technology Platform.Note: By default, the HTTP port is 8080.
- Go to Connect.
- Click the Add connection button .
-
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.
- In the Type field, choose Microsoft Dynamics 365.
- In the Deployment Type field, select Online.
- In the Username field, enter your Microsoft Dynamics user name.
- In the Password field, enter your Microsoft Dynamics password.
-
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.
- In the Region field, select the geographical region of your Microsoft Dynamics account.
- To test the connection, click Test.
- Click Save.