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Create a Microsoft Dynamics source connector in the UI

Source connectors in Adobe Experience Platform provide the ability to ingest externally sourced CRM data on a scheduled basis. This tutorial provides steps for creating a Microsoft Dynamics (hereinafter referred to as "Dynamics") source connector using the Platform user interface.

Getting started

This tutorial requires a working understanding of the following components of Adobe Experience Platform:
If you already have a valid Dynamics account, you may skip the remainder of this document and proceed to the tutorial on configuring a dataflow .

Gather required credentials

The service URL of your Dynamics instance.
The user name for your Dynamics user account.
The password for your Dynamics account.
For more information on getting started, refer to this Dynamics document .

Connect your Dynamics account

Once you have gathered your required credentials, you can follow the steps below to link your Dynamics account to Platform.
Log in to Adobe Experience Platform and then select Sources from the left navigation bar to access the Sources workspace. The Catalog screen displays a variety of sources for which you can create an account with.
You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search option.
Under the Databases category, select Dynamics . If this is your first time using this connector, select Configure . Otherwise, select Add data to create a new Dynamics connector.
The Connect to Dynamics page appears. On this page, you can either use new credentials or existing credentials.

New account

If you are using new credentials, select New account . On the input form that appears, provide a name, an optional description, and your Dynamics credentials. When finished, select Connect and then allow some time for the new connection to establish.

Existing account

To connect an existing account, select the Dynamics account you want to connect with, then select Next in the top-right corner to proceed.

Next steps

By following this tutorial, you have established a connection to your Dynamics account. You can now continue on to the next tutorial and configure a dataflow to bring data into Platform .