Create a Microsoft Dynamics source connection in the UI

This tutorial provides steps for creating a Microsoft Dynamics (hereinafter referred to as “Dynamics”) source connection using the Adobe Experience Platform UI.

Getting started

This tutorial requires a working understanding of the following components of Adobe Experience Platform:

If you already have a valid Dynamics account, you may skip the remainder of this document and proceed to the tutorial on configuring a dataflow for a CRM source.

Gather required credentials

Credential Description
serviceUri The service URL of your Dynamics instance.
username The user name for your Dynamics user account.
password The password for your Dynamics account.
servicePrincipalId The client ID of your Dynamics account. This ID is required when using service principal and key-based authentication.
servicePrincipalKey The service principal secret key. This credential is required when using service principal and key-based authentication.

For more information on getting started, refer to this Dynamics document.

Connect your Dynamics account

Once you have gathered your required credentials, you can follow the steps below to link your Dynamics account to Platform.

Log in to Adobe Experience Platform and then select Sources from the left navigation bar to access the Sources workspace. The Catalog screen displays a variety of sources for which you can create an account with.

You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search option.

Under the CRM category, select Microsoft Dynamics. If this is your first time using this connector, select Configure. Otherwise, select Add data to create a new Dynamics connector.

catalog

The Connect to Dynamics page appears. On this page, you can either use new credentials or existing credentials.

New account

If you are using new credentials, select New account. On the input form that appears, provide a name and an optional description for your new Dynamics account.

The Dynamics connector provides you different authentication types for access. Under Account authentication select Basic authentication to use password-based credentials.

When finished, select Connect to source and then allow some time for the new account to establish.

basic-authentication

Alternatively, you can select Service-principal and key authentication and connect your Dynamics account using a combination of Service principal ID and Service principal key.

IMPORTANT

Basic authentication in Dynamics may be blocked by two-factor authentication, which is currently not supported by Platform. In this case, it is recommended to use key-based authentication to create a source connector using Dynamics.

key-based-authentication

Credential Description
Service principal ID The client ID of your Dynamics account. This ID is required when using service principal and key-based authentication.
Service principal key The service principal secret key. This credential is required when using service principal and key-based authentication.

Existing account

To connect an existing account, select the Dynamics account you want to connect with, then select Next in the top-right corner to proceed.

existing

Next steps

By following this tutorial, you have established a connection to your Dynamics account. You can now continue on to the next tutorial and configure a dataflow to bring data into Platform.

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