Connecting to Dynamics 365 Finance and Operations

Concept Information

ACCESSDATA command

Microsoft Dynamics 365 Finance and Operations is a cloud-based enterprise resource planning (ERP) system. You can use the Dynamics 365 Finance and Operations data connector to import your organization's Dynamics 365 Finance and Operations data.

Note

The Dynamics 365 Finance and Operations data connector is provided by our data partner, CData. For information about any of the connection fields, refer to the documentation available at the CData website.

Before you start

To connect to Dynamics 365 Finance and Operations, you must gather the following information:

  • URL to your Dynamics 365 organization
  • the Microsoft Online tenant to access data

  • whether to import data from all companies or only the default company

For help gathering the connection prerequisites, contact the Dynamics 365 Finance and Operations administrator in your organization. If your administrator cannot help you, you or your administrator should contact Dynamics 365 Finance and Operations Support.

Create a Dynamics 365 Finance and Operations connection

  1. From the Analytics main menu, select Import > Database and application.
  2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select Dynamics 365 Finance and Operations.

    Tip

    You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

    The DSN Configuration dialog box appears.

  3. In the DSN Configuration dialog box, click Show Required.
  4. Provide values for the required fields, if any.
  5. Click Test Connection.

    Note

    When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

    The log-in page for Dynamics 365 Finance and Operations appears.

  6. Provide the connection details and authenticate your log-in.

    When the connection is successful, a dialog box opens displaying a success message.

  7. Click OK in the dialog box that appears.

    The connection to Dynamics 365 Finance and Operations is established successfully.

  8. In the DSN Configuration dialog box, click OK.

The connection for Dynamics 365 Finance and Operations is saved to the Existing Connections tab. In the future, you can reconnect to Dynamics 365 Finance and Operations from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from Dynamics 365 Finance and Operations, see Working with the Data Access window.

Rename the connection

When you create the Dynamics 365 Finance and Operations data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to Dynamics 365 Finance and Operations and select Rename connection.