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Microsoft Dynamics 365 for Sales connection properties

When you set up a Microsoft Dynamics 365 for Sales connection, you must configure the connection properties.
The following table describes the Microsoft Dynamics 365 for Sales connection properties:
Property
Description
Runtime Environment
The name of the runtime environment where you want to run the tasks.
Specify a Secure Agent, Hosted Agent, or serverless runtime environment.
If you want to use the Hosted Agent to access Microsoft Dynamics 365 for Sales, the connection must use OAuth 2.0 Password Grant authentication.
Authentication Type
The authentication method that the connector must use to log in to the Microsoft Dynamics 365 for Sales online or on-premises.
Select one of the following authentication types:
OAuth 2.0 Password Grant
Requires you to specify the web API URL, username, password, and application ID. You additionally need the security token service URL to access Microsoft Dynamics 365 for Sales on-premises.
Applicable for Microsoft Dynamics 365 for Sales online and on-premises.
OAuth 2.0 Client Certificate Grant
Requires you to specify the web API URL, application ID, tenant ID, keystore file, keystore password, key alias, and key password.
Applicable for Microsoft Dynamics 365 for Sales online.
OAuth 2.0 Client Secret Grant
Requires you to specify the application ID and client secret.
Applicable for Microsoft Dynamics 365 for Sales online.
Web API url
The URL of the Microsoft Dynamics 365 for Sales endpoint.
Username
The user name to connect to the Microsoft Dynamics 365 for Sales account.
Password
The password to connect to the Microsoft Dynamics 365 for Sales account.
Application ID
The Azure application ID for Microsoft Dynamics 365 for Sales.
Tenant ID
The directory ID for Azure Active Directory.
Keystore File
The location and the file name of the key store. Not applicable when you use the Hosted Agent.
For the serverless runtime environment, specify the following keystore file path in the serverless agent directory: .
For example: /data2/home/cldagnt/SystemAgent/serverless/configurations/ssl_store/<certificate file>
Keystore Password
The password for the keystore file required for secure communication.
Key Alias
The alias name for the individual key.
Key Password
The password for the individual keys in the keystore file required for secure communication. Not applicable when you use the Hosted Agent.
Retry Error Codes
The comma-separated http error codes for which the retries are made.
Retry Count
The number of retries to get the response from an endpoint based on the retry interval.
The default value is 5.
Retry Interval
The time in seconds to wait before Microsoft Dynamics 365 for Sales Connector retries for a response.
The default value is 60 seconds.
Client Secret
The client secret key to connect to Microsoft Dynamics 365 for Sales account.
Server Type
The Microsoft Dynamics 365 for Sales server that you want to access.
You can select the server type from the following list:
  • - Microsoft Dynamics Online. Select this option to connect to Microsoft Dynamics 365 for Sales deployed online.
  • - Microsoft Dynamics On-premise. Select this option to connect to Microsoft Dynamics 365 for Sales deployed on-premises.
Security Token Service URL
The Microsoft Dynamics 365 for Sales security token service URL.
For example, https://sts1.<company>.com/adfs/oauth2/token
Applicable when you use OAuth 2.0 Password Grant to access Microsoft Dynamics 365 for Sales on-premises.