Microsoft Dynamics 365 for Finance and Operations account details

To establish a connection to Microsoft Dynamics 365 for Finance and Operations, you must add an account that defines the account details to connect with. You can define these details by creating a configuration object in the App Connect Dashboard, the Red Hat® OpenShift® web console or CLI, or the Kubernetes CLI.

Account parameters
Locating the values for the account parameters
Example

Account parameters

You can define one or more accounts for Microsoft Dynamics 365 for Finance and Operations.

For each account that you require, you can specify a new set of account details in any of the following ways:

If you are using the App Connect Dashboard, either complete the Account details fields in the Create configuration panel, or specify the account parameters in an accounts.yaml file before importing it into the Create configuration panel. For more information, see Accounts type.
If you are using the Red Hat OpenShift web console or CLI, or the Kubernetes CLI, specify the account parameters in an accounts.yaml file, and then use this configuration file to create a configuration object. For more information, see Creating the file for a configuration object of type Accounts.

The set of required and optional Account fields or parameters are listed in the following table.

For information about locating the values for the client ID, tenant ID, and client secret account parameters, see Locating the values for the account parameters. If necessary, work with your Microsoft Dynamics 365 for Finance and Operations administrator to obtain the remaining values.

Field	Parameter	Values	Condition	Description
Account name	name	User defined	Required	The name of a Microsoft Dynamics 365 for Finance and Operations account that is used in the exported flow.
User name	username	User defined	Required	The user name for your Microsoft Dynamics 365 for Finance and Operations account.
Password	password	User defined	Required	The password for your Microsoft Dynamics 365 for Finance and Operations account.
Tenant ID	tenantId	User defined	Required	The ID of your Microsoft Azure Active Directory (Azure AD) tenant.
Client ID	clientId	User defined	Required	The Application ID assigned to Microsoft Dynamics 365 for Finance and Operations when you registered it with Azure AD.
Client secret	clientSecret	User defined	Required	The application secret created in the Azure Portal for Microsoft Dynamics 365 for Finance and Operations.
Endpoint URL	endpointUrl	User defined	Required	The Microsoft Dynamics 365 for Finance and Operations base URL in the format `https://Dynamics365baseURL`.

Locating the values for the account parameters

To obtain the client ID, tenant ID, and client secret for connecting to Microsoft Dynamics 365 for Finance and Operations, complete the following steps.

Log in to the Microsoft Azure portal at https://portal.azure.com and go to the Azure Active Directory.
To obtain the client ID and tenant ID, click App registrations, then select the appropriate application to display the details.
To obtain a client secret, click Certificates & secrets, then click New client secret. Copy the secret because you will not be able to retrieve it later.

Example

Remember: An accounts.yaml file that defines one or more accounts must always begin with the following line:
accounts:

  msdynamicsfando:
    - name: Account 1
      credentials:
        username: user@email.com
        password: Abcdefgh123
        tenantId: 1a234bcd-5e6f-7g89-h012-3ij4k56789l0
        clientId: a1234567-8901-234b-c5d6-e7890f1g2345a
        clientSecret: 'aBCDE@FGxyZ=?v[hijkLmnop1qRsTU34'
      endpoint:
        endpointUrl: 'https://d365fo-in1003-ab1cde2fgh345i8j9klmno.cloudax.dynamics.com'