---
schema_version: "1"
id: d80e683d3bed1205f223e410583c6cbdc10e93b383fe5e1c9e6bd4cdc7dbdfae
title: Microsoft Dynamics 365 Sales Connection
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_integrate_connectors_msdynamics_settings.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_connectors_msdynamics_settings.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8bc53d3a535f2f6145475699f27400fd1ae8e71efb8d7a75284dda9005780556
description: Create a remote connection using the Microsoft Dynamics 365 Sales connector to sync sales data from your Microsoft Dynamics 365 account to CRM Analytics.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Microsoft Dynamics 365 Sales Connection

Create a remote connection using the Microsoft Dynamics 365 Sales connector to sync sales data from your Microsoft Dynamics 365 account to CRM Analytics.

## Create the Connection

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png)

Important This connector syncs data from cloud-based systems. You can’t use it to sync data from an on-premises system.

1. On the Data Manager Connections tab, click **New Connection**.
2. Click the name of the connector, and click **Next**.
3. Enter the connector settings.
4. To validate your settings and attempt to connect to the source, click **Save & Test**. If the connection fails, CRM Analytics shows possible reasons.

All settings require a value, unless otherwise indicated.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d149195e75">Connection Setting</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d149195e78">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e75 ">Connection Name</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e78 ">Identifies the connections. Use a convention that lets you easily distinguish
              between different connections.</td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e75 ">Developer Name</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e78 ">API name for the connection. This name can’t include spaces. The API name is
              used in your recipes to reference data extracted through this connection. You can’t
              change the developer name after you create the connection.</td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e75 ">Description</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e78 ">Description of the connection for internal use.</td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e75 ">Organization URL</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e78 ">
              <p>URL of your Microsoft Dynamics 365 organization.</p>
              <p>Enter a URL in the format:
                <kbd>https://&lt;OrgName&gt;.crm.dynamics.com</kbd>
              </p>
              <div>
                <p>For
                  example:</p>
                <pre class="line-numbers slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium slds-scrollable_x"><code>https://abc123.crm.dynamics.com</code></pre>
              </div>
            </td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e75 ">Azure Tenant</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e78 ">
              <p>The Microsoft Online tenant being used to access data, for example
                <kbd>contoso.onmicrosoft.com</kbd>. Alternatively, specify the tenant
                Id. This value is the directory Id found in your Azure portal’s Azure Active
                Directory in the Properties section.
              </p>
              <div>
                <p>For
                  example:</p>
                <pre class="line-numbers slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium slds-scrollable_x"><code>x0xxx10-xx01-01x0-xx11-x0x10x0110</code></pre>
              </div>
            </td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e75 ">OAuth Client ID</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e78 ">The client Id assigned when you register your application with an OAuth
              authorization server. After registering with an OAuth application, you will receive
              this value described as the OAuthClientId or consumer key.</td>

          </tr>
          <tr class="">
            <td data-label="Connection Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e75 ">OAuth Client Secret</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d149195e78 ">The client secret assigned when you register your application with an OAuth
              authorization server. After registering with an OAuth application, you will receive
              this value described as the OAuthClientSecret, client secret, or consumer
              secret.</td>

          </tr>
        </tbody>
      </table>

## Microsoft Dynamics 365 Sales Connector Considerations

Keep these behaviors in mind when working with the Microsoft Dynamics 365 Sales connector.

- Connected object names must start with a letter and contain only letters, digits, or underscores. Object names can’t end with an underscore.
- Only field names with combinations of alphanumeric, dot, underscore, or dash characters are supported. If a connector includes field names that contain other characters, such as spaces or brackets, the sync fails.
- The connector can sync up to 100,000 rows or 500 MB per object, whichever limit is reached first.
- The security settings of the user that you use to connect determine the data available for sync.
- This connector is tested for connecting with and syncing data from Microsoft Dynamics 365 Sales. Other Microsoft Dynamics 365 products are not supported.

#### See Also

- [Microsoft Dynamics 365 Sales Connector Known Issues and Knowledge Articles](http://sfdc.co/mdconnsearch)
- [Add and Remove Remote Objects and Fields from Data Sync](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_connectors_replicate_connection.htm&release=264.0.0&type=5 "Update data sync for connected external data sources to keep up with your changing business by adding objects, removing objects, and managing which fields are synced. Synced data is stored in CRM Analytics as objects that can be used in recipes.")