Planning Analytics

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  • 1.  Dynamics 365 as Data Source

    Posted 04/24/19 01:26 PM
    Hi all,

    My client is moving to Dynamics 365 in the cloud as their ERP and we are exploring different ways for TM1 to connect to pull in data. We want to find the best solution in terms of requiring the least amount of setup / maintenance time and have the data as instant as possible.

    We are currently running Planning Analytics 2.0.6 LOCAL on Windows Server 2012/2016; however, we are also looking to moving to the cloud.

    Does anyone know if there is an API or tool available to make this work? Or has anyone come across this and have any recommendations?

    Thanks,

    Paul

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    Paul Wheeler
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    #PlanningAnalyticswithWatson


  • 2.  RE: Dynamics 365 as Data Source

    Posted 04/25/19 03:21 AM
    Hi Paul,
    We are exploring OneCloud (https://www.onecloud.io/solutions/) as an integration solution. We use Command Center right now but it seems like OneCloud is leaps and bounds ahead of CCC. The extra feature sets could be really valuable.
    Cheers
    Ryan

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    Ryan Clapp
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  • 3.  RE: Dynamics 365 as Data Source

    Posted 02/06/26 06:56 AM

    Hi @Paul Wheeler, @Ryan Clapp,

    As for now, a customer is asking this requirement to us. Can you find a way to make this integration happen?

    Regards,

    Mahmut



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    Mahmut Yuksel
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  • 4.  RE: Dynamics 365 as Data Source

    Posted 02/06/26 09:25 AM

    Dynamics 365 can be accessed via ODBC or REST and there are in-built ways to access with v11 or v12, third party solutions either open source or paid.

    Simplest will still be ODBC (for the time being imo) but API integrations are smooth once over the initial learning curve. We are seeing more and more REST only data sources and v12 handles this very well direct within TI



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    Edward Stuart
    Solutions Director
    Spitfire Analytics Limited
    Manchester
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    Original Message


  • 5.  RE: Dynamics 365 as Data Source

    Posted 02/12/26 06:22 AM
    Hi everyone,
     
    At Cubewise, we recently launched a pre-built Microsoft Dynamics 365 connector on our Atmosphere Integration Platform.
     
    Atmosphere is a SaaS integration platform that can be called and parameterized directly from TM1 Turbo Integrator processes. It loads data end-to-end directly from the D365 API into TM1 cubes, without requiring a separate staging or replication layer.
     
    Compared to a BYOD approach, the advantage is near real-time refresh. Loads are typically completed within minutes and triggered directly from TM1, so you are not dependent on external replication schedules or intermediate databases.
     
    A DIY solution with Python and TM1py is absolutely feasible and very flexible. However, D365 has a large and complex API surface, so building and maintaining a robust integration requires knowledge of the object model, authentication, paging, and metadata handling.
     
    The goal of the Atmosphere connector to reduce complexity while keeping full control in Planning Analytics.
     
    Happy to share more details if you're interested!
     
    Marius


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    Marius Wirtz
    Product Manager TM1py
    Cubewise
    Zurich
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    Original Message


  • 6.  RE: Dynamics 365 as Data Source

    Posted 02/06/26 07:24 AM

    Hi

    We use python and TM1py. This allows us to use python to retrieve data. Since we host python on the planning analytics server, we can organize everything from jobs and processes in planning analytics. We have created a button in the workspace that retrieves data from the source system in the cloud and updates the planning within seconds.



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    Pål Risa Zachariassen
    Director
    KPMG
    Oslo
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  • 7.  RE: Dynamics 365 as Data Source

    Posted 02/09/26 02:42 AM

    Hi Paul

    We have used the BYOD feature in D365 to extract the data and then ODBC to import the data with many customers, especially within finance. 



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    Kind regards,
    Jesper Poulsen
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