Solved: Unable to see connections in the connection set for Prospect to cash?

If you are looking to create a connection between the Dynamics Finance and Operations and Dynamics Customer Engagement, and dont see the connections please follow the instructions below.


How to create a connection for Dynamics Finance and Operation and Customer Engagement.

  • Go to
  • Expand Data
  • Click Connections


Then create a new connection for Finance and operations:


Then Create a new connection for Dynamics Customer engagement:


Once you have these connections, then you should see the newly created connections in the data integration section:

  • Go to
  • Click Data integration
  • Create a new Connection Set


Happy integrating!

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