Microsoft Dynamics 365 Setup Guide

Follow our setup guide to connect Microsoft Dynamics 365 to Fivetran.

Prerequisiteslink

To connect Microsoft Dynamics 365 to Fivetran, you need:

Log in to your Azure account.
Click your account on the top right-hand corner, and then select Switch directory.
On the Directory + subscription pane, choose the Active Directory tenant that has a subscription to Dynamics365.
In the Manage Azure Active Directory section of the Azure portal dashboard, click the View button.
On the left-hand navigation menu, select Overview.
In the Overview section, make a note of the domain name that appears below your organization name. You will need it to configure Fivetran.

Log in to your Dynamics 365 instance.
Click Settings, and then select Customizations.
Select Developer Resources.
In the Developer Resources window, copy the Service Root URL. You will need it to configure Fivetran.

Enter your chosen destination schema name in the connector setup form.
Enter the domain name that you found in Step 1.
Enter the resource URL that you found in Step 2.
Click Save & Test. Fivetran will take it from here and sync your Microsoft Dynamics 365 data.