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Microsoft Dynamics 365 Sales Connections

Microsoft Dynamics 365 Sales is a set of interconnected, modular Software-as-a-Service (SaaS) applications and services designed to both transform and enable your core customers, employees, and business activities. For more information, see https://dynamics.microsoft.com/en-us/sales/overview/.

Avertissement

The first iteration of this connection type has been deprecated. Microsoft Dynamics 365 Sales connections should be rebuilt using Microsoft Dynamics 365 Sales connections in Alteryx Analytics Cloud (AAC). The documentation on this page reflects Microsoft Dynamics 365 Sales connections.

Astuce

This connection is in early preview. It is read-only and available only in SaaS product editions. For more information on early previews, see Early Preview Connection Types.

Limitations and Requirements

Note

During normal selection or import of an entire table, you may encounter an error indicating a problem with a specific column. Since some tables require filtering based on a particular column, data from them can only be ingested using custom SQL statements. In this case, the problematic column can be used as a filter in the WHERE clause of a custom SQL statement to ingest the table.

  • For more information, please consult the CData driver documentation for the specific table.

  • For more information on using custom SQL, see Create Dataset with SQL.

Note

For filtering date columns, this connection type supports a set of literal functions on dates. You can use these to reduce the volume of data extracted from the database using a custom SQL query. For more information, see the pg_dateliteralfunctions.htm page in the driver documentation for this connection type.

Create Connection

via AACAAC

When you create the connection, please review the following properties and specify them accordingly:

Connection Property

Description

Organizational URL

The URL associated with your organization. For example, https://trifactainc.crm.dynamics.com/.

Connect String Options

The following default value sets the connection timeout in seconds:

Timeout=0;

Setting this value to 0 disables timeouts.

OAuth 2.0 client

The Microsoft Dynamics 365 Sales client is selected.

Note

When you create the connection in this window, you must click Authenticate, which authenticates to the app. This step is required.

Default Column Data Type Inference

Leave this value as Enabled.

Note

After you create the connection, you can view all the underlying tables that are internal to Microsoft Dynamics 365 Sales

For more information, see the driver documentation https://cdn.cdata.com/help/LJH/jdbc/pg_connectionj.htm.

Data Type Conversions

For more information, see the driver documentation https://cdn.cdata.com/help/LJH/jdbc/pg_connectionj.htm.

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