1

Authenticate with OAuth

Click “Connect to ” and you will be redirected to authenticate with your account.

2

Entity ID

Input your Dynamics 365 Entity ID. You can find it in your URL from the overview page:

Alternatively, navigate to “Help and Support” from the question-mark in the top-right corner. At the bottom of the “Help and Support” page you can find your information.

3

Company Name

Input your Dynamics Company Name ID. You can find it from the overview page:

4

Environment

Input your Dynamics Environment. You can find it from the overview page:

5

From Date

Input the date from which you want to extract data. The connector will extract data from this date. Input in this format YYYY-MM-DD (e.g. 2023-12-31).

6

Optional: To Date

This is optional and if you leave it empty the connector will simply extract data from the date in Step #5 to the day that the connector updates.