Documentation

Description

‍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.

The schema information shows all report types you can use to extract data from Microsoft Dynamics 365.

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 you need to fill in the required fields below following steps 3.1 - 3.4:

• User name
• Password
• Resource

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

‍Step 3.2. Click Settings, and then select Customizations.

‍Step 3.3. Click Developer Resources.

‍Step 3.4. Copy the Service Root URL to the 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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