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Symon.AI help center

Microsoft Dynamics connector

Connect your Symon.AI and Microsoft Dynamics accounts to import your data.

Importing data
  1. In Symon.AI, go to the Data tab.

  2. Click Import data.

  3. In the Third party sources section, click Dynamics.

  4. Click New connection.

  5. On the Connect to your Data page, enter the following information to connect:

    Table 10. Microsoft Dynamics



    Connector name

    The name of the connection.

    Your Dynamics URL

    The URL of your Microsoft Dynamics account.

  6. Click Next.

    If you are not signed in to your Microsoft Dynamics account, Symon.AI redirects you to the site to sign in.

  7. On the Select data page, select the following information:

    Table 11. Microsoft Dynamics information




    The name of the directory to get the data.

    Start date

    The start date of the data you are selecting.

  8. Click Next.

  9. On the Obfuscate data page, select the data sets that you want to obfuscate. Click Next.

  10. On the Review page, review the data sets that you want to import.

  11. Click Import data.

    The data is available on the My Data page.