> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dynamics 365

export const title_1 = "Dynamics 365";

export const title_0 = "Dynamics 365";

## Setup Guide

Follow these steps to connect Dynamics 365 to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Dynamics 365* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Enter your organization's URL in the **Organization URL** field (for example, `https://businesscentral.dynamics.com/abc123/`).
  </Step>

  <Step>
    Select the Authentication method, then proceed to the relevant section and follow those instructions.
  </Step>
</Steps>

## Authentication Methods

<Tabs>
  <Tab title="AzureAD">
    <Steps>
      <Step>
        Select your edition of Dynamics 365 in the **Edition** drop-down menu.
      </Step>

      <Step>
        Click **Sign in** to connect securely through OAuth. This action opens the Dynamics 365 sign-in page in a new tab.
      </Step>

      <Step>
        Log in to your Dynamics 365 account and provide the requested permissions (if applicable).
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_0} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="AzureServicePrincipal">
    <Steps>
      <Step>
        Enter the **Azure Tenant** Id to connect to.
      </Step>

      <Step>
        Enter **OAuth Client Id** in your application settings.
      </Step>

      <Step>
        Enter your **OAuth Client Secret** or your **OAuth JWT Cert**.
      </Step>

      <Step>
        Select your edition of Dynamics 365 in the **Edition** drop-down menu.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_1} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## More Information

For more information about interactions between Connect AI and Dynamics 365, see [this information page](https://cdn.cdata.com/help/LJM/cloud/default.htm#default).