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Dynamics 365 Finance

Dynamics 365 Finance

Bring your Dynamics 365 Finance customers into DataOS

This guide brings your Dynamics 365 Finance customers (the customer list, with names, groups and addresses) into DataOS.

microsoft.com
OData / SOAP
ERP & finance

What you need

Your environment's address, plus a tenant id, client id and client secret

Who can get it

A Microsoft Entra (Azure) administrator, with your Dynamics 365 admin

Where data lands

A governed table in your DataOS lakehouse

Connection type

OData / SOAP

How the connection works

Source
Dynamics 365 Finance
DataOS connector
Keeps it up to date
DataOS lakehouse
Governed data product

The connector signs in to your Dynamics 365 environment with the app details below, reads the customer list and refreshes the table in DataOS. It only reads.

What's next

Ready to bring this data into DataOS?

See it in a demo

Watch the data land in DataOS as a governed data product. Book a demo

Read the DataOS docs

How connectors, data products and governance fit together. dataos.info

Connect another source