MS dynamics

Preview: This is a preview feature, and remains a work in progress. The following content may be subject to change before full release. If you have any questions regarding this preview feature, please direct them to our support team.

Users can now 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.

Note: We don’t include specialised support for MS 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.

Benefits

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

Pre-requisites

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)

Setting up MS Dynamics 365 as a data source

To set up MS Dynamics 365 as a data source:

  1. Click + New Data Source.

  2. On the MS Dynamics data source type, click Connect.

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

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

  5. Enter the following details:

    • Credential Name

    • Domain URL

    • Consumer Key

    • Client Secret

    The Tables dropdown list is now populated.

  6. From here, you can search for and select the Microsoft Dynamics 365 object you would like to import. A preview of the data is displayed.

  7. Click Import to move this data into your staging database.