Can Anaplan be directly integrated with Dynamic 365 using Anaplan cloudworks? Or do we need to integrate Dynamic 365 with a cloud data source first?
Hello @swkumari , Cloudworks support Azure Blob, Amazon S3, Google Big Query.
Otherwise for Integration you can use Anaplan Connect to run import, update , delete, export by running scripts. In this you need to specify the location of your data.
You can explore more by reading below: https://help.anaplan.com/anaplan-connect-e3a9f00c-3924-4cfb-aed0-1ec14233821b , https://learning.anaplan.com/course/view.php?id=1306
You can follow this course as well to learn about Anaplan Connect.
@swkumari,
Anaplan has a pre-built integration package with Microsoft Dynamics 365 so your team can get up and running immediately.
Anaplan for Dynamics 365: • Deployable Cloud Package for Anaplan Sales Solutions • Bi-directional integrations for bulk and transactional API data transfers • Pre-built Data Hub connector and integration • Starter spoke models to connect data, hierarchy, and roll-up • Service Wrapper to deploy use cases by end-users for faster time to value
With the pre-built integrations and models included in the Anaplan Dynamics 365 kit, customers can move data bi-directionally between Dynamics 365 and Anaplan, facilitating wholistic sales planning.
Reach out to Anaplan Support if you want this integration kit for your organization.
Refer to following pdfs for more details.
Anaplan Technology Integrations
The data I'm trying to import is as follows Parent-Code A B A C B D C D D E I want to generate the following list from this data: L1 L2 L3 L4 A A-B A-B-D A-B-D-E A A-C A-C-D A-C-D-E You can create up to L3.However, L4 has multiple parents for one row of data When I try to create L4 from D-E, only one list row is generated…
Hello Anaplan Community, I have a special requirement from a customer and would appreciate your input. Let me explain the situation: We have a hierarchy with three levels: Level 1, Level 2, and Level 3. Screen 1: Creation of Level 1 Items On this screen, the user selects a team. Based on their selection, an action runs to…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
