> ## Documentation Index
> Fetch the complete documentation index at: https://www.integrate.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# ETL: Connecting to Dynamics 365

> Integrate.io ETL can access your Dynamics 365 data. This article details creating the Dynamics 365 connection in Integrate.io ETL.

## Tenant Id and Instance URL

Before you start, you need to get **Tenant Id** and **Instance URL** for your Dynamics 365 account. Here is how you can get them:

#### Step 1: Access Admin Center

<Steps>
  <Step>
    Go to [https://admin.powerplatform.microsoft.com](https://admin.powerplatform.microsoft.com)
  </Step>

  <Step>
    Sign in with your Dynamics 365 admin account
  </Step>

  <Step>
    Click **Environments** in the left navigation (for new admin portal: **Manage** -> **Environments**)
  </Step>

  <Step>
    Find your Dynamics 365 environment in the list
  </Step>

  <Step>
    Click on the environment name
  </Step>

  <Step>
    In the environment details, look for **Environment URL**
  </Step>

  <Step>
    Copy the URL (e.g., `https://yourorg.crm.dynamics.com`)
  </Step>

  <Step>
    This is your **Instance URL**
  </Step>
</Steps>

#### Step 2: Get Tenant ID

<Steps>
  <Step>
    **Open a new tab** and go to [https://portal.azure.com](https://portal.azure.com)
  </Step>

  <Step>
    **Sign in** with your current account
  </Step>

  <Step>
    **Search for "Tenant Properties"** in the top search bar
  </Step>

  <Step>
    **Copy the "Tenant ID"** (it's a long GUID)
  </Step>
</Steps>

## To create a Dynamics 365 connection In Integrate.io ETL

<Steps>
  <Step>
    Click the **Connections** icon (lightning bolt) on the top left menu.
  </Step>

  <Step>
    To create a connection, click **New connection**.

    <Frame>
      <img src="https://mintcdn.com/integrateio/XpeHmuMzUiEmfOEz/images/connectivity-and-security/image-142.webp?fit=max&auto=format&n=XpeHmuMzUiEmfOEz&q=85&s=9c223901eb648b1e0ed1b3252908a800" alt="New connection button in the Connections menu" width="1200" height="829" data-path="images/connectivity-and-security/image-142.webp" />
    </Frame>
  </Step>

  <Step>
    Select Dynamics 365.

    <Frame>
      <img src="https://mintcdn.com/integrateio/XpeHmuMzUiEmfOEz/images/connectivity-and-security/image-143.webp?fit=max&auto=format&n=XpeHmuMzUiEmfOEz&q=85&s=7d88554efe12ab7d27a30e9b575998db" alt="Selecting Dynamics 365 from the connection type list" width="1200" height="829" data-path="images/connectivity-and-security/image-143.webp" />
    </Frame>
  </Step>

  <Step>
    Fill **Tenant ID** and **Instance URL** (without https\:// at the beginning).
  </Step>

  <Step>
    Click **Authenticate** button.

    <Frame>
      <img src="https://mintcdn.com/integrateio/XpeHmuMzUiEmfOEz/images/connectivity-and-security/image-144.webp?fit=max&auto=format&n=XpeHmuMzUiEmfOEz&q=85&s=743b2b9c1056a7481d53ce7518589759" alt="Dynamics 365 connection with Tenant ID, Instance URL, and Authenticate button" width="1200" height="829" data-path="images/connectivity-and-security/image-144.webp" />
    </Frame>
  </Step>

  <Step>
    In the new window, sign in with your Dynamics 365 account or click **Sign in with a different Microsoft account**.
  </Step>

  <Step>
    In the next Microsoft account page click **Yes** to let Integrate.io ETL access your information.
  </Step>

  <Step>
    In the new Dynamics 365 connection window, name the connection and click **Create connection.**

    <Frame>
      <img src="https://mintcdn.com/integrateio/XpeHmuMzUiEmfOEz/images/connectivity-and-security/image-145.webp?fit=max&auto=format&n=XpeHmuMzUiEmfOEz&q=85&s=59314023694c9cb6d1a8330bbe8799a9" alt="Naming the Dynamics 365 connection before creation" width="1200" height="829" data-path="images/connectivity-and-security/image-145.webp" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/integrateio/XpeHmuMzUiEmfOEz/images/connectivity-and-security/image-146.webp?fit=max&auto=format&n=XpeHmuMzUiEmfOEz&q=85&s=4c5bfd2d22e1d50d52d00174117d1992" alt="Dynamics 365 connection created successfully" width="1200" height="829" data-path="images/connectivity-and-security/image-146.webp" />
    </Frame>
  </Step>
</Steps>

## To modify Dynamics 365 connections in Integrate.io ETL

<Steps>
  <Step>
    Click the Connections icon (lightning bolt) on the top left menu.
  </Step>

  <Step>
    Click a connection to open and modify it. Make any necessary changes, then click Reconnect, and Save changes. To exit the Dynamics 365 connection window without changes, click Back to connections (grey tab on the left side) on the Dynamics 365 connection window.
  </Step>

  <Step>
    To delete a Dynamics 365 connection, click on the three vertical dots on the far right of the connection listing and select the Delete connection option.

    <Frame>
      <img src="https://mintcdn.com/integrateio/XpeHmuMzUiEmfOEz/images/connectivity-and-security/image-147.webp?fit=max&auto=format&n=XpeHmuMzUiEmfOEz&q=85&s=1207243b1844796d7cc092287b65942e" alt="Delete connection option in the connection listing menu" width="1200" height="829" data-path="images/connectivity-and-security/image-147.webp" />
    </Frame>
  </Step>
</Steps>
