Microsoft Dynamics 365

Updated on

May 14, 2024


Microsoft Dynamics 365 is a suite of business applications that helps companies to run their businesses and gives them better results through the use of AI-driven insights from their data.

Schema information

Setup guide

Follow our setup guide to connect Microsoft Dynamics 365 to Improvado.

Step 1. Click the Data Sources in the left navigation bar.
Categories on the Data sources page group all available platforms. Use a search to find the required one.

Step 2. Click on the Microsoft Dynamics 365 tile.

Step 3. To authorize your account via OAuth you need to fill in the Resource field following steps 3.1 - 3.5:

Step 3.1. Log in to your Microsoft Dynamics 365 account.

Step 3.2. Click the Settings icon, and then click Advanced Settings.

Step 3.3. Select Customizations.

Step 3.4. Click Developer Resources.

Step 3.5. Copy the Service Root URL to the Resource field in Improvado authorization form.

Step 4. After the connection process is completed successfully, the Microsoft Dynamics 365 connection will appear in your Connected sources list.

Step 5. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

Step 6. To extract data from the connected sources, check the instruction on how to set up data extraction.


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Troubleshooting guides

Check out troubleshooting guides for
Microsoft Dynamics 365


You can find information about the latest API changes in the official Release notes.

Frequently asked questions

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Improvado team is always happy to help with any other questions you might have! Send us an email.

Contact your Customer Success Manager or raise a request in Improvado Service Desk.