Connecting with Client Secret
To make a Dynamic 365 CRM connection with client secret, the following credentials are needed:
|
Field Name |
Required/ Optional |
Description |
|---|---|---|
|
Type |
Required |
Dynamic 365 CRM |
|
Name |
Required |
Provide a unique name for this credential |
|
Client Secret |
Optional |
Please note that enabling the toggle will add two required fields (Client ID and Client Secret) to the bottom of the page. |
|
Environment |
Required |
Provide the desired environment to collect data from. The environment is found in the user profile. |
|
Tenant ID |
Required |
Please provide the tenant id found in the Dynamic 365 CRM user profile. |
|
Region |
Required |
Select the desired region from the drop-down menu. |
|
Access Token |
Not Applicable |
Leave blank. This field will auto-populate when connected to Dynamic 365 CRM. |
|
Refresh Token |
Not Applicable |
Leave blank. This field will auto-populate when connected to Dynamic 365 CRM. |
|
Client ID |
Required |
Enter the Azure Client ID. |
|
Client Secret |
Required |
Enter the Azure Client Secret. |
To make a Dynamic 365 CRM connection without a client secret, the following credentials are needed:
|
Field Name |
Required/ Optional |
Description |
|---|---|---|
|
Type |
Required |
Dynamic 365 CRM |
|
Name |
Required |
Provide a unique name for this credential |
|
Client Secret |
Optional |
Ensure that the toggle is disabled. |
|
Environment |
Required |
Provide the desired environment to collect data from. The environment is found in the user profile. |
|
Tenant ID |
Required |
Please provide the tenant id found in the Dynamic 365 CRM user profile. |
|
Region |
Required |
Select the desired region from the drop-down menu. |
|
Access Token |
Not Applicable |
Leave blank. This field will auto-populate when connected to Dynamic 365 CRM. |
|
Refresh Token |
Not Applicable |
Leave blank. This field will auto-populate when connected to Dynamic 365 CRM. |
Please note that users must click the connect button to verify the credential. Once a connection is established OAuth2 is enabled for the DataBlend Dynamic 365 CRM connector.
Still need to create an Azure ID? Please visit 
Create Azure AD Application.