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Create Apps from Dynamics 365 FinOp Data in Qlik Sense Cloud

Use the CData Connect Cloud to create an OData API for Dynamics 365 FinOp data and build apps from live Dynamics 365 FinOp data in Qlik Sense Cloud.

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. The CData Connect Cloud creates a virtual database for Dynamics 365 FinOp and can be used to generate an OData API (natively consumable in Qlik Sense Cloud) for Dynamics 365 FinOp. By pairing Qlik Sense Cloud with the CData Connect Cloud, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Cloud from Qlik Sense Cloud as you would any other REST service and get instant, live access to your Dynamics 365 FinOp data.

In this article, we walk through two connections:

  1. Connecting to Dynamics 365 FinOp in Connect Cloud
  2. Connecting to Connect Cloud from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Connect Cloud to Connect to Dynamics 365 FinOp

To connect to Dynamics 365 FinOp data from Qlik Sense Cloud, you need to configure Dynamics 365 FinOp access from your Connect Cloud instance. This means creating a user, connecting to Dynamics 365 FinOp, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Cloud User

Create a Cloub Hub User to connect to Dynamics 365 FinOp from Qlik Sense Cloud.

  1. Click Users -> Add
  2. Configure a User
  3. Click Save Changes and make note of the Authtoken for the new user

Connect to Dynamics 365 FinOp from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open Connect Cloud and click Databases
  2. Select "Dynamics 365 FinOp" from Available Data Sources
  3. Enter the necessary authentication properties to connect to Dynamics 365 FinOp.

    Dynamics 365 for Finance and Operations uses the OAuth authentication standard. See the Getting Started section in the help documentation for an authentication guide.
  4. Click Test Database
  5. Click Privileges -> Add, and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal)

Add Dynamics 365 FinOp OData Endpoints in Connect Cloud

After connecting to Dynamics 365 FinOp, create OData Endpoint for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the Dynamics 365 FinOp database
  3. Select the table(s) you wish to work with and click Next
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Qlik Sense App from Dynamics 365 FinOp Data

With the connection to Dynamics 365 FinOp and OData endpoints created, we are ready to add Dynamics 365 FinOp data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

  1. Log into your Qlik Sense instance and click the button to create a new app
  2. Name and configure the new app and click "Create"
  3. In the workspace, click to open the new app
  4. Click to add data from files and other sources
  5. Select the REST connector and set the configuration properties. For the most part, you will use the default values, with the following exceptions:
    • URL: Set this to the API endpoint for your Dynamics 365 FinOp table, using the @CSV URL parameter to ensure a CSV response (i.e. https://www.cdatacloud.net/api.rsc/MYINSTANCE/D365FinOp_Accounts?@CSV)
    • Authentication Schema: Set this to "Basic"
    • User Name: Set this to the user name you configured above
    • Password: Set this to the Authtoken for the above user
  6. Click "Create" to query Connect Cloud for the Dynamics 365 FinOp data
  7. Check "CSV has header" and under "Tables," select "CSV_source"
  8. Select columns and click "Add data"

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. Click "Generate insights" to let Qlik analyze your data. Otherwise, you can build custom visualizations, reports, and dashboards based on your Dynamics 365 FinOp data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Dynamics 365 FinOp data. For more information on creating OData feeds from Dynamics 365 FinOp (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Dynamics 365 FinOp data in Qlik Sense Cloud.