Connecting to Microsoft Dynamics 365 Online

Spectrum Technology Platform supports connecting to Microsoft Dynamics 365 (version 9) only.
  1. Access the Connections page using one of these:
    Spectrum Management Console:
    Access Spectrum Management Console using the URL: http://server:port/management console, 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.
    Click Resources > Connections.
    Spectrum Discovery:
    Access Spectrum Discovery using the URL: http://server:port/discovery, 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.
    Click Connect.
  2. Click the Add connection button .
  3. In the Connection Name box, enter a name for the connection. The name can be anything you choose.
    Note: Once you save a connection you cannot change the name.
  4. In the Connection Type field, choose Microsoft Dynamics 365.
  5. In the Deployment Type field, select 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.