The credential information you need to set up a Dynamics 365 data source depends on the OAuth 2.0 grant flow you are using. The Dynamics 365 connector supports the refresh token grant and the client credentials grant. For a list of credential information required for each grant type, see the following topics.

Important: Once you obtain the credential information for your data source, you must store this information as a secret in AWS Secrets Manager. The secret allows you to connect using an OAuth 2.0 grant. When creating a connection, you must specify the name of the secret you created to store your data source credential information. See Storing your credentials in AWS Secrets Manager.

If it has not already been registered, you will need to register your application as an Azure Active Directory application to set up a Dynamics 365 data source. This process is detailed in Registering your application on the Azure portal.

To set up a Dynamics 365 data source, you will need client credentials and endpoints related to your registered application, as well as the service URL for your Dynamics 365 web instance. In addition, for the client credentials grant, you must create an application user on your Dynamics 365 web instance. See the following topics for details.