Microsoft Dynamics 365¶
The Microsoft Dynamics 365 connector is a Palantir-provided driver for Microsoft Dynamics 365.
To create a new Microsoft Dynamics 365 source, follow the standard setup flow for Palantir-provided drivers, then use the sections below for Microsoft Dynamics 365-specific configuration and networking. For the complete property reference, see the official Microsoft Dynamics 365 driver documentation ↗.
Configuration¶
The properties below are mandatory or recommended.
| Property | Required? | Description | Default |
|---|---|---|---|
AuthScheme ↗ |
Mandatory | Specifies the type of authentication to use when connecting to Microsoft Dynamics 365. If this property is left blank, the default authentication is used. | AzureAD |
Edition ↗ |
Mandatory | Specifies the Microsoft Dynamics 365 edition in use. If not specified, the default (FinOpsOnline) is assumed. | Sales |
OrganizationURL ↗ |
Mandatory | The URL to your Dynamics 365 organization, sometimes referred to as the resource. To find the correct URL for your Microsoft Dynamics 365 instance, search the Web Services page. | https://myaccount.operations.dynamics.com/ |
AzureTenant ↗ |
Recommended | Identifies the Microsoft Dynamics 365 tenant being used to access data, either by name (for example, contoso.onmicrosoft.com) or ID. (Conditional). | — |
InitiateOAuth ↗ |
Recommended | Specifies the process for obtaining or refreshing the OAuth access token, which maintains user access while an authenticated, authorized user is working. | GETANDREFRESH |
OAuthClientId ↗ |
Recommended | Specifies the client Id that was assigned when the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server. | — |
OAuthClientSecret ↗ |
Recommended | Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret). This secret registers the custom application with the OAuth authorization server. | — |
OAuthGrantType ↗ |
Recommended | Specifies the grant type for the chosen OAuth flow. This value should be the same as the grant_type that was set during OAuth custom application creation. | CLIENT |
Networking¶
The table below lists the domains that the source needs to be able to access in order to successfully run.
For each domain, add a corresponding egress policy. If the source is hosted on-premises and not directly reachable from Foundry, use an agent proxy egress policy instead; the agent host itself must also be able to reach the listed domains. See using an agent as a proxy for details.
| Domain | Required |
|---|---|
| \ |
Always. OrganizationURL connection property |
| \ |
If Edition=FinOpsOnPremise |
| login.microsoftonline.com | If AuthScheme=AzureAD (default), AzureServicePrincipal, AzureServicePrincipalCert AND AzureEnvironment=GLOBAL (default) |
| login.chinacloudapi.cn | If AuthScheme=AzureAD (default), AzureServicePrincipal , AzureServicePrincipalCert AND AzureEnvironment=CHINA |
| login.microsoftonline.us | If AuthScheme=AzureAD (default), AzureServicePrincipal, AzureServicePrincipalCert AND AzureEnvironment=USGOVT or USGOVTDOD |
中文翻译¶
Microsoft Dynamics 365¶
Microsoft Dynamics 365 连接器是 Palantir 提供的一个用于 Microsoft Dynamics 365 的驱动程序。
要创建新的 Microsoft Dynamics 365 数据源，请遵循 Palantir 提供驱动程序的标准设置流程，然后使用以下各节进行 Microsoft Dynamics 365 特定的配置和网络设置。有关完整的属性参考，请参阅官方 Microsoft Dynamics 365 驱动程序文档 ↗。
配置¶
以下属性为必填或推荐项。
| 属性 | 是否必填 | 描述 | 默认值 |
|---|---|---|---|
AuthScheme ↗ |
必填 | 指定连接到 Microsoft Dynamics 365 时使用的身份验证类型。如果留空，则使用默认身份验证。 | AzureAD |
Edition ↗ |
必填 | 指定所使用的 Microsoft Dynamics 365 版本。如果未指定，则默认为 FinOpsOnline。 | Sales |
OrganizationURL ↗ |
必填 | 您的 Dynamics 365 组织的 URL，有时也称为资源。要找到您的 Microsoft Dynamics 365 实例的正确 URL，请搜索 Web Services 页面。 | https://myaccount.operations.dynamics.com/ |
AzureTenant ↗ |
推荐 | 标识用于访问数据的 Microsoft Dynamics 365 租户，可以通过名称（例如 contoso.onmicrosoft.com）或 ID 指定。（条件性） | — |
InitiateOAuth ↗ |
推荐 | 指定获取或刷新 OAuth 访问令牌的过程，该令牌在已认证的授权用户工作时维持其访问权限。 | GETANDREFRESH |
OAuthClientId ↗ |
推荐 | 指定创建自定义 OAuth 应用程序时分配的客户端 ID（也称为消费者密钥）。此 ID 将自定义应用程序注册到 OAuth 授权服务器。 | — |
OAuthClientSecret ↗ |
推荐 | 指定创建自定义 OAuth 应用程序时分配的客户端密钥（也称为消费者密钥）。此密钥将自定义应用程序注册到 OAuth 授权服务器。 | — |
OAuthGrantType ↗ |
推荐 | 指定所选 OAuth 流程的授权类型。此值应与创建 OAuth 自定义应用程序时设置的 grant_type 相同。 | CLIENT |
网络设置¶
下表列出了数据源为成功运行而需要能够访问的域名。
对于每个域名，请添加相应的出站策略。如果数据源部署在本地且无法从 Foundry 直接访问，请改用代理出站策略；代理主机本身也必须能够访问所列出的域名。详情请参阅使用代理作为代理服务器。
| 域名 | 必需条件 |
|---|---|
| \ |
始终需要。OrganizationURL 连接属性 |
| \ |
如果 Edition=FinOpsOnPremise |
| login.microsoftonline.com | 如果 AuthScheme=AzureAD（默认）、AzureServicePrincipal、AzureServicePrincipalCert 且 AzureEnvironment=GLOBAL（默认） |
| login.chinacloudapi.cn | 如果 AuthScheme=AzureAD（默认）、AzureServicePrincipal、AzureServicePrincipalCert 且 AzureEnvironment=CHINA |
| login.microsoftonline.us | 如果 AuthScheme=AzureAD（默认）、AzureServicePrincipal、AzureServicePrincipalCert 且 AzureEnvironment=USGOVT 或 USGOVTDOD |