How can I consume Dynamics 365 data in SharePoint Online?

Question

Hi,

Please, I need some guidance.

Customers' data are stored in Dynamics 365 and I need to consume that data in SPO. I would like a list with the columns Customer Name, Contact Person Name, Contac Person Email, and Transaction ID. Each customer can N number of transactions. The Customer-transaction relationship is one-to-many.

How can I do that?

Thanks in advance.

Answer 1

Hi, @Ramonet ,

Per my knowledge, you can use flow to create SharePoint List item based on Dynamics customer data. It has connectors on both of them.

Here is a video for your reference:https://www.youtube.com/watch?v=wDuwsF5O9Uo

Please note that Dynamics is currently not supported in the Q&A forums, the supported products are listed over here https://learn.microsoft.com/en-us/answers/products (more to be added later on).

You can ask the experts in the dedicated Dynamics forum over here:
https://community.dynamics.com/f

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