Collecting data from Microsoft Dynamics 365

This guide explains how to collect data from Microsoft Dynamics 365. To learn how to collect data from a different data source, go back to the Available data sources in Adverity overview.

You can collect all report types and fields available in Microsoft Dynamics 365.

Creating a datastream to collect data from Microsoft Dynamics 365

The basics of creating a datastream to collect data from any data source are explained in our guide to Collecting data in Adverity. This guide contains information about the specific steps to create a datastream to fetch data from Microsoft Dynamics 365.

Configuration: Choose the data you want to collect from Microsoft Dynamics 365

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

1. (Optional) Rename your datastream.

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

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

4. In Date filter, select the field that you want to use to define the fetch date range.

What’s next?

• Apply Data Mapping to your collected data to harmonize data collected from different sources in Adverity.

• Transform your data to meet your needs by creating and applying transformations to your datastream.

• Load your data into Explore & Present to visualize your data in Adverity.

• Load your data into an external destination of your choice.