Configure your Microsoft Dynamics 365 connection to enable data discovery, cataloging, and quality monitoring within the Data Integrity Suite.
| Field | Description |
|---|---|
| Connection name | A unique identifier for this connection that appears throughout the Data Integrity Suite interface. Use a descriptive name to distinguish between multiple Dynamics 365 connections, such as different environments or business units. Example: Production Dynamics 365 |
| Description | An optional field to document the purpose, environment, or business context of this connection. This helps team members understand the connection's role within your data architecture. Example: Production CRM instance for sales and customer service data |
| Agent to access data | Specifies the agent that facilitates communication between your Dynamics 365 environment and the Data Integrity Suite. Select an agent from the dropdown list. If your Dynamics 365 instance is on-premises or behind a firewall, you must have an agent installed and registered in your environment. |
| Service URL | The base URL of your Microsoft Dynamics 365 environment. This is the root endpoint used to access your Dynamics 365 organization. Ensure the URL is accurate and accessible from your agent's network location. Example: https://org-name.crm.dynamics.com |
|
Advanced Options |
Allows you to set the connector logging level and define additional parameters for the Dynamics 365 connection. |