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Intro

Microsoft Dynamics CRM Rest Enterprise OAuth is a customer relationship management software package that is part of the Microsoft Dynamics family of business applications. Increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and focus on building and maintaining the customer relationships that matters. You can connect to your Microsoft Dynamics CRM Rest Enterprise OAuth installation in the Data Center. This topic discusses the fields and menus that are specific to the Microsoft Dynamics CRM Rest Enterprise OAuth REST connector user interface. To add DataSets, set update schedules, and edit DataSet information, see Adding a DataSet Using a Connector.

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Prerequisites

To connect to your Microsoft Dynamics CRM Rest Enterprise OAuth to retrieve the information, you must have the following:
  • OAuth Configuration
  • Tenant Domain
  • Resource

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Connecting to Your Microsoft Dynamics CRM Rest Enterprise OAuth Installation

This section enumerates the options in the Credentials and Details panes in the Microsoft Dynamics CRM Rest Enterprise OAuth REST Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Connector.

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Credentials Pane

This pane contains fields for entering credentials to connect to a Microsoft Dynamics CRM Rest Enterprise OAuth. The following table describes what is needed for each field:

Field

Description

OAuth Configuration OAuth Configurations have service credentials stored by your administrator that automatically log you in, so only your personal OAuth login is required. Your administrator may create and edit configurations in the Data Center in the Accounts tab.
Tenant Domain

Enter the tenant domain.

Navigate to portal.azure.com > Azure Active directory > Properties. The Directory ID is the tenant ID.

Resource Enter the resource name.
Once you have entered valid credentials, you can use the same account any time to create a new Microsoft Dynamics CRM Rest Enterprise OAuth REST DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector/Adapter Accounts.

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Details Pane

This pane contains menus in which you can select a Microsoft Dynamics CRM Rest Enterprise OAuth entity and specify other options for your report.

Menu

Description

Entity Select the entity for your report. This list includes every entity in the Dynamics CRM installation that the authenticated user has access to.
Fetch All Data Select Yes to fetch all data, or No to fetch the data based on filters.
Include Formatted Values Select the checkbox to include the formatted values in the data.
Attributes Select all attributes for the given entity, which you want to appear in your report.
Advanced Options Select the Advanced Options to filter the results using attribute filters.
Filter on Select the attribute to filter resulting entities. This list includes all attributes for the selected entity if it does not have created on attribute. Otherwise you can filter entities with the created on attribute.
Duration Select the duration for the report (a Single Date, or a Date Range).
Created On Date Select report date using relative or specific dates. Relative indicates the number of days from today or a specific date using the date selector.
Select Specific Date Select the report date using the date selector.
Days back The number of days back that you would like to get data for. Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.
Start Date Select report start date using relative or specific dates. Relative indicates the number of days from today or a specific date using the date selector.
Select Specific Start Date Select the report date using the date selector.
Days back to start from The number of days back that you would like to get data from (start day). Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.
End Date Select report end date using relative or specific dates. Relative meaning number of days from today or a specific date using the date selector.
Select Specific End Date Select the report date using the date selector.
Days back to end at The number of days back that you would like to get data to (end day). Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.
Filter Condition Select the operator, for which you would like to apply for filtering.
Filter Value Enter the value with which you want to compare the selected attribute’s value.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.