Users have the option to login to a Dynamics production or sandbox instance based on the URL Resource specified.
There are 2 options for logging into DemandTools:
1. Using your Client ID / Client Secret
2. Using your Client ID and username and password
Additional Options:
Save Settings: Check this option to save the information provided for future logins
Auto Login: Saves Settings and automatically logs the user in when the application is launched, e.g. bypassing the login screen
Note: Auto Login is required when scheduling DemandTools scenarios with JobBuilder or the Windows Task Scheduler
ClientId / ClientSecret Login Tab
To use this login option, the DemandTools application will need to be registered in the Azure Directory as a Web app / API application. Once that is complete the following will be needed to login:
1. Client ID: Application ID
- Azure Active Directory -> App Registrations -> locate the application (or create one) with the application type Web app / API application
2. Client Secret: The Client Secret that was given when the app was registered. If the Client Secret was NOT captured as the time the app was registered a new registration will be required as the Client Secret IS ONLY SHOWN once and will need to be saved in a file for future reference.
3. URL Resource: URL for the Dynamics instance
- To access a sandbox simply update the URL Resource to the URL for the desired sandbox, e.g. https://xyzsb.demandtoolstest.dynamics.com or https://xyzuat.demandtoolstest.dynamics.com etc.
4. Azure AD Domain: Company domain
Local User Login Tab
To use this login option, the DemandTools application will need to be registered in the Azure Directory as a Native application. Once that is complete the following will be needed to login:
1. Client ID: Application ID
- Azure Active Directory -> App Registrations -> locate the application (or create one) with the application type Native application
- Add a redirect URL of "validity.dt://YOUR_CLIENT_ID" (Example: validity.dt://83209b3a-7912-11ea-bc55-0242ac130003)
- Detailed information on how to register DemandTools as a native app can be found HERE.
2. Username: The user's Dynamics 365 login username
3. Password: The user's Dynamics 365 login password
4. URL Resource: URL for the Dynamics instance
5. Azure AD Domain: Company domain
