Microsoft Dynamics D365 Connector - Connecting to Finance

Frank Falco

I have started to use the Microsoft Dynamics D365 connector, and it does not seem to want to connect to our instance of Dynamics D365.

We are trying to connect to the Finance & Operations modules so I can automate the creation of Vendors.

Is there a limitation in the connector that restricts it from accessing these modules?

Is it only for CRM/CE Dynamics?

Frank Falco

It appears the only modules supported are:

• Dynamics 365 for Sales

• Dynamics 365 for Customer Service

• Dynamics 365 for PSA

• Dynamics 365 for Field Service

It does not include Microsoft’s ERP module, which consists of Dynamics 365 for Finance & Operations, Dynamics 365 for Talent or Dynamics 365 for Retail which are built on a different underlying database. The connector works with v9.0 of the Dynamics API. Dynamics 365 is cloud only.