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We have a requirement to send a weekly set of CSV files from dynamics to a third party SFTP site. I'm looking for an option to do this without custom code. Are there any connector options available to complete this task?
Try Skyvia. This web-based service allows you to load data from Dynamics CRM to SFTP automatically on a regular basis. It doesn't require any coding.
I think you could read via OData from the system, then transform the result to CSV in LogicApps.
But for the transformations you have to buy the Enterprise Integration Pack, which adds a largeish fixed monthly fee for your LogicApps.
Of course there are other options than LogicApps, but the principle stays the same.
Thank you for the response. I should have noted the version of D365. I am looking for a solution for Sales. I still feel that LogicApps are part of the route we need to go but not sure if there is a replacement for the "Recurring data jobs" from the sales solution.
Yes, you can do this without custom code. [edit: this answer concerns Dynamics 365 for Finance and Operations, not other Dynamics 365 products]
1) Configure a recurring data job in D365FO that creates the CSV files (based on a data entity)
2) Configure an integration platform (such as LogicApps) to fetch files from the recurring data job endpoint
3) Configure the integration platform to send the files to SFTP
Recurring data jobs: docs.microsoft.com/.../recurring-integrations
LogicApps and SFTP: docs.microsoft.com/.../connectors-create-api-sftp
LogicApps and D365FO: https://github.com/Microsoft/Dynamics-AX-Integration/wiki/File-based-integration-using-Logic-Apps
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