Connecting to Dynamics 365 using a Username & Password

In Data Sync open the connection window and select Microsoft Dynamics and then the Microsoft Dynamics 365 provider.

Enter in the URL to your Dynamics site into the URL field. Data Sync will automatically format your URL to the Organisation Service SOAP\WCF service endpoint. You can just copy and paste the URL from your site into the field, e.g. https://<domain>.crm4.dynamics.com.

Expand the Authentication Type drop down list and select Office 365 Federated Connection and then enter in your email address and password needed to connect to Dynamics.

caution

If your account uses MFA then you will need to use an App Password or if this is not possible you will need to use OAuth to connect.

Then click Connect to validate the credentials.

If the credentials are valid you will now be able to select the entity you want to connect to from the dropdown list. To finish click Connect & Create Library Connection to save your connection to your Dynamics site for using in future projects.