Configure Connection

Microsoft Dynamics 365 guide

Register an application in Microsoft Entra ID, configure certificate authentication in NIM, and test access to Dynamics 365 accounts.

Before you begin

You need access to create an application registration in Microsoft Entra ID and an application user with the appropriate security role in the target Dynamics 365 environment.

Authentication method

This connector uses an Entra application registration and certificate authentication. Keep the private-key .pfx certificate secure.

NIM requires Application ID, Directory ID, Resource (Tenant) URL, and a Certificate for authorization.

Create an application registrationDirect link to Create an application registration

Follow Microsoft's application registration instructions to create an application in the tenant associated with your Dynamics 365 environment.

Open the Microsoft Entra admin center and go to Entra ID > App registrations.
Select New registration, enter a descriptive name such as NIM Dynamics 365, choose Accounts in this organizational directory only for a single-tenant integration, and select Register.
On the application Overview page, record the Application (client) ID and Directory (tenant) ID. You will enter both values in NIM.

Create and upload a certificateDirect link to Create and upload a certificate

Create a certificate using your organization’s approved certificate process. Export both formats:
- An X.509 public certificate in .cer format.
- A password-protected certificate with its private key in .pfx format.
In the Entra application registration, open Certificates & secrets > Certificates and select Upload certificate. Upload the .cer file.
In NIM, go to Settings > Certificates, select Add a certificate, and upload the .pfx file.

Protect the private key

The .pfx file contains the private key used by NIM. Store it only in approved locations, restrict access to it, and plan to replace it before it expires.

Configure and validate the NIM connectionDirect link to Configure and validate the NIM connection

In NIM Studio, open Systems > Overview and add a Microsoft Dynamics 365 system, or select the existing system.
Open its Connection screen.
Enter the following settings and save the connection.

NIM setting	Value
Application ID	The Application (client) ID from the Entra application registration.
Directory ID	The Directory (tenant) ID from the same registration.
Resource (Tenant) URL	The base URL of the Dynamics 365 environment NIM will access, such as `https://yourorganization.crm.dynamics.com`.
Certificate	The certificate with its private key uploaded under Settings > Certificates in NIM. Its public certificate must be uploaded to the Entra application.

Test account accessDirect link to Test account access

Select Test Connection. NIM calls this endpoint on the configured Resource (Tenant) URL:
```
GET /api/data/v8.2/accounts?$top=1
```
This request retrieves at most one account. An environment without accessible account records may return an empty result.
Confirm that the test succeeds. If it fails, check the Application ID, Directory ID, environment URL, certificate validity, and application user's security roles.
Collect the system and inspect the accounts and contacts data. Confirm that the role's access scope includes the records your process needs.
Validate the collected data and matching rules before using Dynamics 365 as a source for ticketing, customer service, or product access automation.

The connection test checks account access. Validate contact collection and any downstream destination operations separately.

Step 1 of 4

Use least privilegeStart with a test environment and a narrowly scoped Dynamics 365 role. Expand permissions only after validating the specific NIM tables and operations your process requires.