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Add a connection string for Microsoft Dynamics

Abstract

How to add a Microsoft Dynamics connection string to a Sitecore Connect for Microsoft Dynamics 365 for Sales connector installation in Sitecore

Sitecore Connect connects to a Microsoft Dynamics instance using a connection string.

To add a connection string for Microsoft Dynamics:

  • Add the connection string to the ConnectionStrings.config file on your Sitecore server.

    The following is an example of an Office365 authentication type connection string:

    <add name="mycrm" connectionString="AuthType=Office365; Url=https://<your-organization-name>.crm.dynamics.com; User Id=<your-user-id>; Password=<your-password>" />

    The following is an example of an OAuth authentication type connection string:

    <add name="mycrm" connectionString = "AuthType=OAuth; Url=https://<your-organization-name>.crm.dynamics.com;Username=<your-user-id>;Password=<your-password>; AppId=51f81489-12ee-4a9e-aaae-a2591f45987d; RedirectUri=app://58145B91-0C36-4500-8554-080854F2AC97;LoginPrompt=False" />

Note

Sitecore Connect uses the connection strings in Microsoft XRM tooling to connect to Microsoft Dynamicsconnection strings in Microsoft XRM tooling to connect to Microsoft Dynamics. You must use a connection string that is compatible with this tooling. Your Microsoft Dynamics administrator can provide the correct connection string.