Microsoft Dynamics 365 CRM API Configuration

Request

POST https://api.fivetran.com/v1/connections

{
  "group_id": "group_id",
  "service": "dynamics_365",
  "trust_certificates": true,
  "trust_fingerprints": true,
  "run_setup_tests": true,
  "paused": false,
  "pause_after_trial": false,
  "sync_frequency": 1440,
  "data_delay_sensitivity": "NORMAL",
  "data_delay_threshold": 0,
  "daily_sync_time": "14:00",
  "schedule_type": "auto",
  "connect_card_config": {
    "redirect_uri": "https://your.site/path",
    "hide_setup_guide": true
  },
  "proxy_agent_id": "proxy_agent_id",
  "private_link_id": "private_link_id",
  "networking_method": "Directly",
  "hybrid_deployment_agent_id": "hybrid_deployment_agent_id",
  "destination_configuration": {
    "virtual_warehouse": "virtual_warehouse"
  },
  "destination_schema_names": "SOURCE_NAMING",
  "config": {
    "resource_url": "resource_url",
    "domain_name": "domain_name",
    "auth_type": "SERVICE_PRINCIPAL | OAUTH2",
    "schema": "schema_name"
  },
  "auth": {
    "refresh_token": "my_refresh_token",
    "client_access": {
      "client_secret": "service_principal_client_secret",
      "client_id": "service_principal_client_id"
    }
  }
}

Config parameters

Name	Description
`resource_url`	URL at which Dynamics 365 is accessed
`domain_name`	The custom domain name associated with Dynamics 365.
`auth_type`	Authentication mechanism. Either one of `OAUTH2`, or `SERVICE_PRINCIPAL`. Default value `OAUTH2`
`schema` (required)	Destination schema name. Schema name is permanent and cannot be changed after connection creation

Authorization

There are three ways to authorize this connector type:

OAuth2: By specifying the values for the client_access and refresh_token parameters in the auth section and the auth_type as "OAUTH2" in the request.

POST https://api.fivetran.com/v1/connections

{
  "service": "dynamics_365",
  "group_id": "group_id",
  "auth": {
    "client_access": {
      "client_secret": "service_principal_client_secret",
      "client_id": "service_principal_client_id"
    },
    "refresh_token": "my_refresh_token"
  },
  "config": {
    "auth_type": "OAUTH2"
  }
}

Auth Parameters

Name	Description
`refresh_token`	The long-lived `Refresh token` along with the `client_id` and `client_secret` parameters carry the information necessary to get a new access token for API resources.
`client_access`
`client_access.client_secret`	Client Secret of your Dynamics 365 client application, or service principal.
`client_access.client_id`	Client ID of your Dynamics 365 client application, or service principal.

betaService Principal: By specifying the values for the client_access and refresh_token parameters in the auth section and the auth_type as "SERVICE_PRINCIPAL" in the request.

POST https://api.fivetran.com/v1/connections

{
  "service": "dynamics_365",
  "group_id": "group_id",
  "auth": {
    "client_access": {
      "client_secret": "service_principal_client_secret",
      "client_id": "service_principal_client_id"
    },
    "refresh_token": "my_refresh_token"
  },
  "config": {
    "auth_type": "SERVICE_PRINCIPAL"
  }
}

Auth Parameters

Name	Description
`refresh_token`	The long-lived `Refresh token` along with the `client_id` and `client_secret` parameters carry the information necessary to get a new access token for API resources.
`client_access`
`client_access.client_secret`	Client Secret of your Dynamics 365 client application, or service principal.
`client_access.client_id`	Client ID of your Dynamics 365 client application, or service principal.

By using the Connect Card or the Fivetran dashboard.