In order for
Spectrumâ„¢ 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.
Follow these steps to define a Microsoft Dynamics 365 Online connection.
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Open Management Console.
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Go to .
- Click the Add button .
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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.
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In the Type field, choose Microsoft Dynamics
365.
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In the Development Type field, select Online.
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In the Username field, enter your Microsoft Dynamics
user name.
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In the Password field, enter your Microsoft Dynamics
password.
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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 . Your organization unique name is displayed.
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In the Region field, select the geographical region of
your Microsoft Dynamics account.
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To test the connection, click Test.
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Click Save.