Supported Authentication methods for Dynamics 365 Sales provider

Dynamics 365 Sales supports two types of authentication methods: OAuth2 authentication with Client Credentials and OAuth2 authentication with Username and Password. These methods offer flexibility in authenticating client applications with the Dynamics 365 Sales API.

To authenticate with Dynamics 365 Sales using OAuth2 authentication with Client Credentials, follow these steps:

• Specify the URL of the Dynamics 365 Sales API and the OAuth token endpoint provided by Dynamics 365 Sales.
• Provide the OAuthClientId and OAuth Client Secret, which are unique identifiers assigned to the client application by the OAuth provider. These credentials are used to authenticate the client application to the authorization server when requesting an access token.
• Optionally, include any additional properties or parameters specific to OAuth authentication, such as scopes or token expiration settings, in the OAuthExtendProperties.

To authenticate with Dynamics 365 Sales using OAuth2 authentication with Username and Password, follow these steps:

• Specify the URL of the Dynamics 365 Sales API and the OAuth token endpoint provided by Dynamics 365 Sales.
• Provide the OAuthClientId, Username, and Password. The OAuthClientId is a unique identifier assigned to the client application by the OAuth provider, while the Username and Password are the credentials used for authentication.
• Optionally, include any additional properties or parameters specific to OAuth authentication, such as scopes or token expiration settings, in the OAuthExtendProperties.

Connection properties used on each type of authentication

OAuth2 Authentication with Client Credentials:

1. Url: Specifies the URL of the Dynamics 365 Sales API.
2. OAuthTokenEndpoint: The URL of the OAuth token endpoint provided by Dynamics 365 Sales. This endpoint is where the client application exchanges its credentials (client ID and secret) for an access token.
3. OAuthExtendProperties: Additional properties or parameters specific to OAuth authentication, which might include things like scopes, token expiration settings, or other custom configurations.
4. OAuthClientId: A unique identifier assigned to the client application by the OAuth provider (Dynamics 365 Sales).
5. OAuth Client Secret: A confidential secret known only to the OAuth client application and the OAuth authorization server. It's used to authenticate the client application to the authorization server when requesting an access token.

OAuth2 Authentication with Username and Password:

1. Url: Specifies the URL of the Dynamics 365 Sales API.
2. OAuthTokenEndpoint: The URL of the OAuth token endpoint provided by Dynamics 365 Sales. This endpoint is where the client application exchanges its credentials (client ID and secret) for an access token.
3. OAuthExtendProperties: Additional properties or parameters specific to OAuth authentication, which might include things like scopes, token expiration settings, or other custom configurations.
4. OAuthClientId: A unique identifier assigned to the client application by the OAuth provider (Dynamics 365 Sales).
5. Username: The username used for authentication.
6. Password: The password used for authentication.