Skip to main content
Question

Hi Team,Can anyone tell me about how to connect Celonis platform with Microsoft Dynamcis 365(in backend). What are the pre-requisite I needed before making the connection.

  • August 9, 2024
  • 2 replies
  • 123 views
G
Level 0

I have gone through the Celonis documentation but it only speak about connection through front end(action -flow) but there is nothing mentioned about connection in bBackend

    2 replies

    mateusz.dudek14
    Level 11
    Forum|alt.badge.img+11

    Hi,

     

    And what's the use-case here? You want to get a data FROM Microsoft Dynamics 365 to Celonis, or the other way around? I can see that there's bunch of products there with specific documentation on integration so it's hard to advice something specific. As a rule of thumb, always check for REST API or ODATA - Rest API is meant for integration and can be used both with Action Flows (wouldn't recommend due to lack of control - example: send http request), extractor builder (if you want to only get a data, and not anything else) and ML workbench with python code (most custom control over communication and errors - pycelonis/pandas/requests modules are your friends).

     

    Link for finance MS Dynamic 365 API documentation: Integration between finance and operations apps and third-party services - Finance & Operations | Dynamics 365 | Microsoft Learn

     

    Best Regards,

    Mateusz Dudek

    V
    Level 2
    Forum|alt.badge.img+8

    Hi Gaurav,

    as mentioned by Mateuz you could use the Extractor Builder with REST APIs.

    You could also use a feature developed by Microsoft, which directly mirrors the data in form of csv files from D365 into an Azure Data Lake Gen2 with a latency of only a few minutes. The data can then be accessed and queried from the Azure Data Lake via Azure Synapse or another data warehouse tool: Requirements, Documentation

    Community Code of ConductAccessibility statement