Microsoft Dynamics 365

You can specify, connect to, and ingest data from Microsoft (MS) Dynamics 365 into Apteco on a manual or scheduled basis.

This integration supports both Customer Data Tables (CDTs) and User Defined Tables (UDTs), meaning you can use this data source with Apteco CDP.

Benefits

This feature benefits any user or organisation storing data in Dynamics 365. You can extract and combine this data with any other sources that you’re able to define and use in Orbit connect.

Pre-requisites

Note: Before creating a Dynamics data source, your system administrator must set up and configure your Dynamics data for access by Orbit connect. For more information, see the following Dynamics technical documentation.

Note: Before you start, you need the following information:

- Azure Tenant ID

- Dynamics 365 instance URL

- Application (client) ID (of a web application configured within your Azure tenant)

- Client Secret (of the web application configured within your Azure tenant)

Note: We don’t include specialised support for Dynamics in V1, necessitating some manual configuration by the user e.g.

- Variable definitions

- System specifications

We’re also not including any preconfigured dashboards in V1.

Setting up your data source

To set up a Dynamics 365 data source:

1. Click + New Data Source.

   

2. On the Microsoft Dynamics 365 data source type, click Connect.

   

3. Enter a name for your new data source and click Create.

   

4. Click Select a credential.

   

5. From the Credential dropdown, select + New Credential.

   Tip: Alternatively, you can also select an existing credential, if pre-defined.

   

6. Enter the following details:

   • Credential Name

   • Domain URL

   • Consumer Key

   • Client Secret

   The Tables dropdown list populates automatically.

7. Search for and select a Table.

   

8. Now you set up your data source columns. Click Set Up.

   

9. You’re now presented with the column picker. This allows you to multi-select the columns to display from your data source:

   • Search for and select the Column(s) you want to display

     

     Note: When you’ve selected a column and search for another, any columns you’ve already selected are retained. This multi-select function provides you with full visibility while you search for each column to display from your data source.

   • Use Sort By to organise your results

     

     Note: Default displays the most relevant columns to your search. Selected Items displays the column(s) that you’ve (multi-)selected.

10. Once you’ve selected all the columns you want to display, click Add. A preview of your data appears.

    

11. Click Import to move your data into your staging database.

    

    Note: At any time during you import, you can click Cancel Data Import. This abandons your import and brings you back to your preview screen.

Managing columns

Once you’ve set up and added your columns, you can modify your column selection.

To manage columns:

1. Click Manage Columns to reopen the column picker menu.

   

2. You can search for, sort by, and select more columns, as before.

   

3. Once you’ve made your adjustments, click Update.

   

4. Alternatively, click Cancel to exit managing columns menu without applying your changes.

   

5. Click Import to transfer your data into your staging database.