Dynamics 365 Finance & Operations
by Microsoft
Microsoft enterprise ERP (Finance, Supply Chain Management) with data entities exposed over OData.
- Category
- Finance & ERP
- Type
- ERP
- Interface
- OData API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Ledger journals
- Customers
- Vendors
- Sales orders
- Purchase orders
- Products
Join Dynamics 365 Finance & Operations ledger journals with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other Dynamics 365 Finance & Operations data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Dynamics 365 Finance & Operations uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Microsoft if you need help.
04How it works
How it works in DataMind.
-
Pick Dynamics 365 Finance & Operations.
Open Lake, pick Dynamics 365 Finance & Operations in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Dynamics 365 Finance & Operations API docs.
-
Answer a few questions.
The AI reads the Dynamics 365 Finance & Operations documentation, then asks which credentials you will use, which data to sync (for example ledger journals and customers), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Dynamics 365 Finance & Operations data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
