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You can use the import integration to ingest contact data and transactional data (including quotes, sales orders) from MS Dynamics 365 to TD.
Basic Knowledge of Treasure Data.
Having administrator permission to access Azure Active Directory and Dynamics CRM Security settings (If the Client Credentials authentication method is chosen)
$orderby.The $filter queries data for desired criteria and $orderby sorts data in descending manner
) must not contain null or empty value
Example when incremental loading is enabled:
modifiedon> 2021-01-01T00:03:01Z and
<= 2021-01-15T00:03:01Z, $orderby = modifiedon desc. First record result has modifiedon = 2021-01-10T00:00:00Z
2nd job current time = 2021-01-16T00:03:01Z:$filter=
<= 2021-01-16T00:03:01Z, $orderby = modifiedon desc. First record result has modifiedon = 2021-01-16T00:03:01Z
3rd job current time = 2021-01-17T00:03:01Z:$filter=
<= 2021-01-17T00:03:01Z, $orderby = modifiedon desc. First record result has modifiedon = 2021-01-17T00:00:01Z
These values are necessary to connect using the Client Credentials authentication option. They are optional if you expect to use the OAuth option to authenticate.
Follow the Microsoft documentation to create your own client application and get your client id and client secret:
It is recommended that you create a custom security role with minimal permission for your registered application. See:
In Treasure Data, you must create and configure the data connection prior to running your query. As part of the data connection, you provide authentication to access the integration.
Open TD Console.
Navigate to Integrations Hub > Catalog.
Search for and select Microsoft Dynamic 365 Sales.
Select Create Authentication.
Type your MS Dynamics domain name.
Choose one of the following authentication methods:
Enter a name for your connection.
After creating the authenticated connection, you are automatically taken to Authentications.
Search for the connection you created.
Select New Source.
Type a name for your Source in the Data Transfer field.
The Source Table dialog opens.
Edit the following parameters:
The Data Settings page can be modified for your needs or you can skip the page.
Optionally, edit the following parameters: