About Dynamics 365
Extract data from and load data into Microsoft Dynamics 365 to power your business intelligence, reporting, and automation workflows. Do more with your Dynamics 365 data.
About Autopilot
Autopilot is a visually-focused marketing software that provides tools for automating a customer’s journey. These include custom triggers that can be mapped out and automated ahead of time so that you can send the right kind of follow-up communications to the right customers. Autopilot can also automatically capture visitors, segment contacts using pre-established filters, and track the progress that a company is making towards a marketing goal. This allows users to make modifications that increase efficiency in real time.
Popular Use Cases
Bring all your Dynamics 365 data to Amazon Redshift
Load your Dynamics 365 data to Google BigQuery
ETL all your Dynamics 365 data to Snowflake
Move your Dynamics 365 data to MySQL
Bring all your Autopilot data to Amazon Redshift
Load your Autopilot data to Google BigQuery
ETL all your Autopilot data to Snowflake
Move your Autopilot data to MySQL
Dynamics 365's End Points
Table of Contents
- Connect Dynamics 365 for a single source of truth
- Migrate your Dynamics 365 data in minutes
- Integrate.io has the Dynamics 365 integrations you need
- How Integrate.io customers grow faster with Dynamics 365 data connectors
- Get started analyzing your Dynamics 365 data
- Why choose Integrate.io for your Dynamics 365 integration?
Connect Dynamics 365 for a Single Source of Truth
Microsoft Dynamics 365 powers core business operations, such as CRM, finance, operations, etc. However, to get a unified view, your Dynamics 365 data must integrate seamlessly with the rest of your stack.
With Integrate.io's Dynamics 365 connector, you can create a centralized, unified dataset enriched with sales, marketing, service, and operational data from across your platforms.
Integrate.io makes it easy to:
With Integrate.io's Dynamics 365 connector, you can create a centralized, unified dataset enriched with sales, marketing, service, and operational data from across your platforms.
Integrate.io makes it easy to:
- Load data into Dynamics 365 from tools like Salesforce, HubSpot, Shopify, and Zendesk
- Extract data from Dynamics 365 for use in analytics platforms, data lakes, or warehousing
- Build a reliable, automated, bi-directional data pipeline without manual code
Migrate Your Dynamics 365 Data in Minutes
Do you need to populate a new CRM instance or replicate Dynamics 365 data elsewhere? Integrate.io simplifies the process. There are no custom scripts and no integration backlog.
With Integrate.io, you can:
With Integrate.io, you can:
- Set up Dynamics 365 pipelines with a drag-and-drop interface
- Load data from legacy CRMs or spreadsheets directly into Dynamics 365
- Transform Dynamics 365 objects (contacts, opportunities, leads, etc.) into analytics-ready formats
- Push data into Dynamics 365 to enable personalization, scoring, and automated workflows
Integrate.io Has the Dynamics 365 Integrations You Need
You don’t need custom code to connect Dynamics 365 with your ecosystem. Integrate.io provides prebuilt connectors and data flows that work out of the box.
Popular use cases include:
- Syncing e-commerce purchase data with Dynamics 365 for unified customer profiles
- Moving Dynamics 365 activity logs into Snowflake or Redshift for scalable analytics
- Feeding marketing engagement data into Dynamics 365 to enrich lead scoring
- Using Dynamics 365 as a source for revenue reporting dashboards in Looker or Tableau
How Integrate.io Customers Grow Faster with Dynamics 365 Data Connectors
Disconnected data slows operations, causes misaligned teams, and results in missed opportunities. When Dynamics 365 isn't integrated with your ecosystem, your business runs blind.
Integrate.io helps break down these siloes, turning Dynamics 365 into a real-time data hub that syncs with every tool in your stack.
From sales to marketing to customer success, your teams get full access to critical data that is updated in real time, validated, and consistent.
Integrate.io helps break down these siloes, turning Dynamics 365 into a real-time data hub that syncs with every tool in your stack.
From sales to marketing to customer success, your teams get full access to critical data that is updated in real time, validated, and consistent.
Get Started Analyzing Your Dynamics 365 Data
Integrate.io enables advanced CRM analytics by integrating Dynamics 365 with the platforms where your insights matter most.
You can connect Dynamics 365 to:
You can connect Dynamics 365 to:
- Business intelligence platforms for deal and funnel analytics
- Data warehouses for centralized reporting
- Customer support tools for case resolution insights
- AI/ML systems for churn prediction and lead scoring
Why Choose Integrate.io for Your Dynamics 365 Integration?
Integrate.io lets you build and manage robust Dynamics 365 data pipelines without writing code or hiring a dedicated integration team.
Benefits include:
Benefits include:
- A powerful ETL/ELT platform that supports cloud-native and on-prem workflows
- Visual pipeline builder for intuitive setup and fast deployment
- Support for real-time and batch data movement
- Built-in error handling, data validation, and monitoring tools
- Responsive support team and deep documentation
Autopilot's End Points
Autopilot Contacts
Manage your contacts by updating, deleting, or retrieving contact data, including names, emails, phone numbers, the source of the lead and their affiliated company. With this information, you can more easily segment each contact into appropriate groupings that will make your marketing more targeted and effective.
Autopilot Smart Segments
Retrieve a list of existing smart segments, including the names and IDs for those segments. Then, gather data from a single smart segment to see relevant contact information, including how many contacts are grouped into that segment and who the first 100 contacts are. You will also get a bookmark link to the next batch of contacts, should there be more.
Autopilot Journeys
Get a list of Autopilot journeys that have API triggers, which includes their names and trigger IDs. Then, use that trigger to automatically add a contact to a journey via the contact’s ID or email address.
Integrate Dynamics 365 With Autopilot Today
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