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Dynamics CRM input tool

Meteoroid

Hello,

 

I'm trying to configure the new Dynamics CRM input Tool, I have setup the Azure side.

and then when I try to login it gives me and error that me return url is bad.

when I use the application login it just returns an error.

How do I form the correct return url in the azure application manager?

 

thanks for any one who helps me up front.

Alteryx
Alteryx

Hi @JelleP, Did you get a chance to take a look at this configuration settings? https://help.alteryx.com/current/DataSources/MicrosoftDynamicsCRM.htm?tocpath=Data%20Sources%7CSuppo...

Meteoroid

Yes Digan,

 

I followed the configuration settings, but the walktrough forgot to mention the return uri should be  https://login.live.com/oauth20_desktop.srf for alteryx.

This has solved the login issue, now I just have a "failed to fetch" issue.

I does not retrieve the data from dynamics so that I can specify witch table to load

Meteoroid

Hi Digan,

 

I followed the configuration settings, but the walktrough forgot to mention the return uri should be  https://login.live.com/oauth20_desktop.srf for alteryx.

This has solved the login issue, now I just have a "failed to fetch" issue.

I does not retrieve the data from dynamics so that I can specify witch table to load

Atom

Hi everybody,

I have the same error. Have anybody solved this error?

 

Many thanks,

 

Daniele

Meteoroid

its apparently a failure to decrypt the data, I spoke to support and they will try to fix the issue in the next version.

But maybe send them your logs. I think every extra data will help to find a solution faster.

Atom

Hi JelleP,

many thanks to reply me. Ok, I will send them my logs. How can I do?

 

Do you know if there is another way to extract the data from dynamics 365?

 

Many thanks,

 

Daniele

Meteoroid

Currently I use dynamic Excel table's, you can update them to the newest data set trough excel and then use them in alteryx.

A bit tedious but it works

Atom

Hi JelleP,

do you have some documentation about this?

 

Many thanks,

 

Daniele

Meteoroid

here is a short somewhat older youtube video, that shows how this is done

 

https://www.youtube.com/watch?v=2tE0azn-zvA

 

Exporting as dynamic worksheet, editing columns, opening file in excel, showing how to refresh the data. This video will teach you how to export data to a dynamic Excel worksheet allowing a link to remain between the excel document and your CRM system. For more training videos, visit: ...
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