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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Microsoft D365 (Finance and Operations) Connection to Alteryx Designer

cterrence
8 - Asteroid

Hi All 

I am new to Alteryx and its community

 

Could you please assist or point to the discussion where we can connect Alteryx to Microsoft D365 (Finance and Operations).  We tried connecting using a URL but it failed

cterrence_0-1668402680729.png

Please assist

 

Regards

CT

5 REPLIES 5
ShankerV
17 - Castor

Hi @cterrence 

 

There is a connector for MS Dynamics 365, have you tried?

 

Connector download: https://help.alteryx.com/current/designer/microsoft-dynamics-crm

 

Many thanks

Shanker V

 

cterrence
8 - Asteroid

Thanks Shanker....will try this and get back. 

 

Much appreciated. 

 

C

cterrence
8 - Asteroid

IT is trying but no luck

 

Regards

CT

PanPP
Alteryx Alumni (Retired)

Hi @cterrence 

 

What designer version are you on?

 

If you are on designer version 21.3 or later, we recommend using the dataverse tools. https://community.alteryx.com/t5/Community-Gallery/Dataverse-Tools/ta-p/877290 

 

These are the steps to register the application: https://help.alteryx.com/20223/designer/microsoft-dataverse

 

Hope this helps, if it does please like this post and if it helps resolve your problem, mark it as a solution. If you have any other questions, please let us know.

cterrence
8 - Asteroid

Hi 

I am using V31.1.395

We have managed to create a copy of the prod DB in UAT environment and managed to connect to Alteryx

 

 

Regards

CT

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