Microsoft Dynamics D365 Connector - Connecting to Finance

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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?


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Answers

  • Frank Falco
    Frank Falco ✭✭✭✭✭✭
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    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.


    ✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!