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/.
Warning
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.
Tip
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.
OAuth 2.0 authentication is required. For more information, see OAuth 2.0 for Microsoft Dynamics 365 Sales.
You cannot create OAuth 2.0 connections via API.
Create Connection
via AAC
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 |
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 |
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.