Microsoft Dynamics D365 Connector - Connecting to Finance

Frank Falco
Frank Falco ✭✭✭✭✭✭
inAdd Ons and Integrations

I have started to use the Microsoft Dynamics D365 connector, and it does not seem to want to connect to our instance of Dynamics D365.

我们试图连接到财政与业务ns modules so I can automate the creation of Vendors.

Is there a limitation in the connector that restricts it from accessing these modules?

Is it only for CRM/CE Dynamics?


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  • Frank Falco
    Frank Falco ✭✭✭✭✭✭

    It appears the only modules supported are:

    • Dynamics 365 for Sales

    • Dynamics 365 for Customer Service

    • Dynamics 365 for PSA

    • Dynamics 365 for Field Service

    It does not include Microsoft’s ERP module, which consists of Dynamics 365 for Finance & Operations, Dynamics 365 for Talent or Dynamics 365 for Retail which are built on a different underlying database. The connector works with v9.0 of the Dynamics API. Dynamics 365 is cloud only.


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Hi @Sarah Bird<\/a> <\/p>

Unfortunately, it's not possible at the moment in the mobile app, but it's an excellent idea!<\/p>

Please submit an Enhancement Request when you have a moment<\/strong><\/a><\/p>

I hope that helps!<\/p>

Be safe and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by <\/em>marking it as the accepted answer\/helpful<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":245,"urlcode":"sharing","name":"Sharing and Collaboration"},{"tagID":277,"urlcode":"integrations","name":"Integrations"},{"tagID":507,"urlcode":"enhancement-request","name":"Enhancement Request"},{"tagID":549,"urlcode":"account-and-user-management","name":"Account and User Management"}]},{"discussionID":110696,"type":"question","name":"Bridge: Add row for every sheet","excerpt":"I am trying to create a library of all the smartsheets we have using Bridge and automatically update this list as more sheets are added. Basically it will list sheet name, id, owner and link I have difficulty to figure out how to add them one by one. it only adds one row on the sheet. I feel like there may be have to be…","snippet":"I am trying to create a library of all the smartsheets we have using Bridge and automatically update this list as more sheets are added. Basically it will list sheet name, id,…","categoryID":343,"dateInserted":"2023-09-23T01:05:38+00:00","dateUpdated":"2023-09-25T08:09:55+00:00","dateLastComment":"2023-09-28T12:13:50+00:00","insertUserID":148803,"insertUser":{"userID":148803,"name":"Alla","title":"Director of Special Projects","url":"https:\/\/community.smartsheet.com\/profile\/Alla","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/WWIO9SFPOH0S\/nA00JNRWYTOP9.jpg","dateLastActive":"2023-09-29T16:22:46+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":91566,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-10-02T08:54:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":53,"score":null,"hot":3391334968,"url":"https:\/\/community.smartsheet.com\/discussion\/110696\/bridge-add-row-for-every-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110696\/bridge-add-row-for-every-sheet","format":"Rich","lastPost":{"discussionID":110696,"commentID":397394,"name":"Re: Bridge: Add row for every sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/397394#Comment_397394","dateInserted":"2023-09-28T12:13:50+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-10-02T08:54:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/NUBDGQPELI1F\/2023-09-22-180507.gif","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"2023-09-22_180507.gif"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-09-28T21:37:35+00:00","dateAnswered":"2023-09-28T12:13:50+00:00","acceptedAnswers":[{"commentID":397394,"body":"

Hey @Alla<\/a> <\/p>

After the \"List Sheets\" module, the Run Log should have an Array of all of your sheets. What I would do here is then add a Child Workflow Module, and build out the rest of your workflow in a separate, Child<\/em> workflow. <\/p>

For the \"Number of Runs\" part of the Child Workflow Module, add in the reference to the Array from your run log. <\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>

This will then parse out each individual sheet as a separate workflow trigger for the Child, meaning you can add them as separate rows. <\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n

See: Use child workflows to manage complex processes<\/a><\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":110834,"type":"question","name":"Is it possible to dynamically add triggers from Smartsheet to a bridge workflow?","excerpt":"I have finally gotten my first bridge to Smartsheet workflow working. My workflow copies project plan baseline dates to an original baseline field the first time a baseline is set, and then will not set it again. This works when I manually setup a trigger in bridge for a specific project plan sheet. However, I have 75…","snippet":"I have finally gotten my first bridge to Smartsheet workflow working. My workflow copies project plan baseline dates to an original baseline field the first time a baseline is…","categoryID":343,"dateInserted":"2023-09-27T02:43:42+00:00","dateUpdated":"2023-09-27T03:24:47+00:00","dateLastComment":"2023-09-28T01:13:14+00:00","insertUserID":161151,"insertUser":{"userID":161151,"name":"ronhay","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/ronhay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T19:41:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":161151,"lastUserID":161151,"lastUser":{"userID":161151,"name":"ronhay","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/ronhay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T19:41:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":31,"score":null,"hot":3391646816,"url":"https:\/\/community.smartsheet.com\/discussion\/110834\/is-it-possible-to-dynamically-add-triggers-from-smartsheet-to-a-bridge-workflow","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/110834\/is-it-possible-to-dynamically-add-triggers-from-smartsheet-to-a-bridge-workflow","format":"Rich","tagIDs":[369],"lastPost":{"discussionID":110834,"commentID":397351,"name":"Re: Is it possible to dynamically add triggers from Smartsheet to a bridge workflow?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/397351#Comment_397351","dateInserted":"2023-09-28T01:13:14+00:00","insertUserID":161151,"insertUser":{"userID":161151,"name":"ronhay","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/ronhay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-09-29T19:41:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-09-28T01:19:24+00:00","dateAnswered":"2023-09-28T01:13:14+00:00","acceptedAnswers":[{"commentID":397351,"body":"

Since I don't think there is a way to do this currently, I went a different direction and setup a trigger to run daily and get a handle to the workspace that we provision all projects to, iterated through the list of folders, iterated through the sheets to identify the project plans, and continued the logic from there.<\/p>

Would be nice to have a feature that enables provisioning triggers to new projects via Control Center.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":694,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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