D365 PortalDocumentation
How to connect your Dynamics 365 Finance and Operations environments, read the telemetry and administer your organization.
Get started
The full path, from a new account to your first dashboard with data.
Step-by-step guides
Solve one specific task, with the exact steps.
- Connect Dynamics 365Create the Azure telemetry destination and paste the connection string into Finance and Operations.
- Register environmentsAdd each D365 environment with its identifier so telemetry stays separated per environment.
- Read, filter and export telemetryUsing the time range, the environment filter, in-table search and CSV export.
- Invite users and assign rolesGive your team access, pick the right role, and understand how seats are counted.
- Configure alertsCreate rules that warn you about the ingestion cap, batch failures and error spikes.
- Rotate the connection stringWhen to rotate, what happens to data already ingested, and what you have to update afterwards.
- Manage your plan and billingCheck your plan, the subscription status, seat usage and payment methods.
- TroubleshootingWhat to do when data does not arrive, provisioning fails, or an action appears blocked.
Reference
Precise facts: screens, roles, limits and views.
- Portal mapEvery screen, grouped the way the sidebar groups them.
- Telemetry viewsWhat each of the six views shows and where the data comes from.
- Roles and permissionsWhat each role can do: owner, administrator and viewer.
- Plan limitsEnvironments, daily ingestion, retention, users and alert channels per plan.
How it works
Why the product works this way and what it implies.