Collecting data from Microsoft Dynamics 365

Follow this guide to collect data from Microsoft Dynamics 365 and preview the data.

Understanding datastreams and authorizations

When you connect to Microsoft Dynamics 365 through Adverity, you authorize Adverity to access your account. Adverity stores this authorization information in an authorization, and stores the data collection configuration in a datastream.

You can create several datastreams using the same authorization. The datastreams collect information from the same source, with the same login credentials, with different configurations.

Limitations

Collecting data from Microsoft Dynamics 365 comes with the following limitations:

Adverity collects data from Microsoft Dynamics 365 based on the modified date. In some cases, the modified date and the created data are the same, but not necessarily.

Creating a datastream using Microsoft Dynamics 365

Connecting to Microsoft Dynamics 365

To connect to Microsoft Dynamics 365, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Datastreams.

  2. In the top right corner, click + Create datastream.

  3. Search for and click Microsoft Dynamics 365.

  4. Choose one of the following options:

    • Click Setup a new authorization and set up the new authorization with your own login credentials.

    • Click Send an access request to ask someone else to set up the new authorization. In the Email field, enter the email address of the person you want to ask to authorize the new authorization.

    • If you already have an authorization to Microsoft Dynamics 365, choose an existing authorization.

  1. Click Next.

Choosing what data to collect

To choose what data to collect and customize the Microsoft Dynamics 365 datastream configuration, follow these steps:

  1. Click Custom configuration.

  1. Click Next.

  1. (Optional) Rename your datastream.

  1. In Report type, select the type of data to collect from Microsoft Dynamics 365.

  1. In Fields, change the list of fields that you want to see in your data extract.

  1. Click Next.

Choosing where to transfer your data

To choose where to transfer your data, follow these steps:

  1. To assign destinations to your datastream, select their checkboxes. For more information on destinations and their configuration settings, see Introduction to transferring data.

  1. Click Next.

Collecting initial data

To collect the initial data, follow these steps:

  1. Choose the time period for which data is collected.

  1. Click Run fetch.

Previewing data collected from Microsoft Dynamics 365

The fetch collects data from Microsoft Dynamics 365 which takes some time. The Overview page of the newly created datastream is now displayed. To preview the collected data, follow these steps:

  1. In the All tasks tab, find the task at the top of the list, and click Show extracts.

  2. Click the top hyperlink.

  3. The data extract is displayed in a table containing the data that you have fetched.

What’s next?

After collecting data from Microsoft Dynamics 365, harmonize your data so that it conforms with Adverity's unified naming and formatting conventions.