Microsoft Dynamics 365

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Dynamics 365 is a comprehensive suite of cloud-based business applications offered by Microsoft. It combines customer relationship management (CRM) and enterprise resource planning (ERP) functionalities into a unified platform, providing organizations with tools for sales, marketing, customer service, finance, operations, and more, enabling them to streamline processes, enhance customer relationships, and drive business growth.

Custom Objects

If you need custom objects, contact our Solutions team to add it for you.

Authorize Connection to Microsoft Dynamics 365

In Dynamics 365

To authorize your Microsoft Dynamics 365 account, you will need your URL which is based on your region. The URL is in the following format: org3e02e72e.crm.dynamics.com.

In Dataddo

  1. On the Authorizers page, click on Authorize New Service and select Microsoft Dynamics 365.
  2. Fill in the Dynamics Host URL.
  3. Rename your authorizer for easier identification and click on Save.

How to Create a Dynamics 365 Data Source

  1. On the Sources page, click on the Create Source button.
  2. Select the connector from the list and name your data source.
  3. On the Dataset step, select your dataset.
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    If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.

  4. On the Account step select your authorizer from the drop-down menu.
    Didn't find your authorizer?

    Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

  5. On the Attributes and Metrics step, select the metrics and attributes you want to extract.
    Create a source using a custom-schema connector.
  6. On the Metadata step, select which metadata fields such as extraction time to add to your data.
  7. On the Snapshot step:
    1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
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      To load historical data, refer to the Data Backfilling article.

    2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
  8. In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
  9. Click on Save and congratulations, your new data source is ready!

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

  • Date range: Try a smaller date range. You can load the rest of your data afterward using manual data load.
  • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.
  • Invalid metrics, attributes, or breakdowns: You may not have any data for the selected metrics, attributes, or breakdowns.
  • Incompatible combination of metrics, attributes, or breakdowns: Your selected combination cannot be queried together. Please refer to the service's documentation to view a full list of metrics that can be included in the same data source.

Related Articles

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources