Dynamics 365 Setup Guide

Follow our setup guide to connect Dynamics 365 to Skypoint AI.

Steps to Connect

1. Navigate to Data > Dataflow and click on Add Dataflow present on the top right side of the screen.
2. Fill in the name of the dataflow and click on Next.
3. Click on Services and select Dynamics365.

4. Enter the display name of the dataflow and give a brief description of the dataflow and then click on Connector.

5. Fill in the User Name, Password, ClientID, Client Secret and domain URL. Click on Connect.
6. You will see a set of entities. Select all those you want and then click on SAVE.
7. You will be taken to the Dataflow page.
8. Click on the three dots under Action and select Run for the desired Dataflow.
9. It will take some time and your dataflow will be ingested.