Connectors
Dynamics365
Finance
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.
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.