Skip to main content

Dynamics 365

Category: Direct connection

Microsoft Dynamics 365. Direct connection.

Connection requirements​

No additional connection details needed in this setup.

Where to find these​

Dynamics 365 connects directly via the Dataverse/D365 Web API using a service principal.

  • Environment URL — The URL of your D365/Dataverse environment, e.g. https://<org>.crm4.dynamics.com (the region suffix crm4 differs per data center).
  • Register an app — In Microsoft Entra ID (Azure portal) → App registrations, register an app with API permissions for Dynamics CRM/Dataverse (user_impersonation). On Overview you'll find the client ID (and tenant ID); under Certificates & secrets create a client secret and copy it immediately.
  • Application user — In the D365 environment (Power Platform admin center → Application users), create an application user bound to the registered app and assign it a security role with the required read permissions.

Official docs: Register an app with Microsoft Entra ID (Microsoft Dataverse) — Microsoft Learn.

See also: Integration catalog · All data source requirements · Integrations — overview