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 Chartio
Chartio is a business intelligence solution that prides itself on ease of use. With its out-of-the-box connections to Snowflake, Google BigQuery, Amazon Redshift, and other popular data sources — along with its ability to provide direct access to information in Google Sheets, CSVs, and cloud applications — Chartio deploys in a few clicks and doesn't require additional hardware.
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
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
Chartio's End Points
Chartio Analytics with Visual SQL
Chartio's 'visual SQL' makes it easy for anyone without coding experience to explore, transform, and visualize your data through an intuitive, drag-and-drop user interface. When employees without SQL knowledge can set up a custom report in minutes, this frees up data and engineering teams to focus on more important tasks. Moreover, since the platform is built on SQL, Chartio offers more advanced capabilities to those with SQL knowledge.
Chartio Dashboards
Chartio's visual user interface makes it easy to customize dashboards for a more brand-consistent experience. Chartio also allows you to schedule and automate the sharing of dashboards by email, PDF, or a link. In addition, you can create alerts to track your most important metrics and receive notifications that tell you when to take action in response to new developments. Lastly, Chartio dashboards offer a 'Snapshots' tool for viewing historical data and keeping track of the most important metrics for your company.
Chartio Data Security and Compliance
Chartio's database connections offer full control by utilizing a reverse SSH tunnel for the connection. The platform also makes it easy to manage your team members' access and permissions to different types of information. Finally, transferred data is subjected to SSL-encryption, so you don't have to worry about your information being exposed.
Chartio Business Intelligence Features
Chartio's advanced business intelligence features offer the following: (1) data blending to combine different types of data for more robust insights; (2) data stores to save data segments in Chartio without needing to change operational databases; (3) drill-downs to easily dig deeper into your data; (4) drag-and-drop table joins that are automatically built into queries when using Chartio's visual SQL interface; (5) customizable schemas by writing SQL to create specialized tables and columns; (6) extrapolation features to forecast future trends; and many other features.
Integrate Dynamics 365 With Chartio Today
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