Dynamics 365 CRM

The Dynamics 365 CRM connector enables Lumenore to connect seamlessly with Microsoft Dynamics 365 CRM and ERP systems using easy-to-use, bi-directional drivers. This allows users to import and sync data, including customer records, sales pipelines, leads, service activities, financials, and operational metrics, directly into Lumenore. With this integration, organizations can build real-time dashboards, monitor business performance, and apply AI-driven analytics across CRM and ERP data without the need for complex data preparation.

Steps to connect:

Step 1: Navigate to Home > Connect Data > Select Dynamics 365 CRM.

Step 2: Click Create New Connection to set up a new connection or select an existing connection to proceed.

Step 3: Enter the organization URL and tenant details, then click Authorize to complete the connection.

Step 4: Provide account credentials.

Step 6: Once the account is selected or created, a success message confirms the authorization. Provide a connection name, then continue using the connection with or without saving it.

Step 7: After saving, the connection appears in the existing connections list.

Note: When the user clicks the three dots under the Action column, the options Use This Connection, Modify, or Delete are displayed. To start using a connection, select it and click Next.

Step 8: Select the connection and click Next.

Step 9: Select the table you want to export to the Lumenore database. You can also view the data by clicking the Preview tab.

• Preview table data: Preview table data lets you quickly view a sample of records from the selected table before proceeding.
• Filter data: The Filter data section allows you to restrict the rows loaded from the selected table based on specific conditions.
• Transform data: The Transform Data tab below provides options for cleaning and enriching your data before loading it into the database.

Step 10: Click “Save Dataset” to complete data ingestion.

Step 11: Provide the Dataset name and description (optional). Click Ok.

Step 12: A “Dataset saved successfully” message is displayed. After this, the user can cancel and start using the dataset or create a schema by clicking the Create Schema option.