Microsoft Dynamics as a Data Source
Openprise supports importing data from Microsoft Dynamics into Openprise. To import Dynamics objects, you must create an Openprise data source and choose Microsoft Dynamics 365 or MS Dynamics 365 On-Prem Oauth as the Source Technology.
Learn more about how to configure a Data Source here.
Once you choose the technology type, you will be asked to add account information so that Openprise can communicate and authenticate to your Microsoft Dynamics account. The authentication pop-up will be as follows for Microsoft Dynamics 365:
- Instance URL - URL instance for your Microsoft Dynamics account
The authentication pop-up will be as follows for MS Dynamics 365 On-Prem Oauth:
- Client ID - enter the Client Id
- Secret - enter Secret
- Login URL - enter the Login URL
- Token URL - enter the Token URL
- Instance URL - enter the Instance URL
Please reference this Microsoft article for more information: https://docs.microsoft.com/en-us/power-apps/developer/data-platform/authenticate-oauth
Once you enter those details, click on "Next" to verify that Openprise can reach Microsoft Dynamics.
Microsoft Dynamics as a Data Target
Openprise also supports exporting data from Openprise back into your Microsoft Dynamics account. To export records back into Dynamics, you must first create a Data Target and choose Microsoft Dynamics as the Target Technology. Follow the same process to add account information as the Data Source section above details. If you've already created a Data Source connecting to Microsoft Dynamics, your account information will already be available.
You can find out more about Data Targets here.