Sync Dynamics 365 Data to ChartMogul in Minutes

Last updated: June 17, 2025

Ensure Data Quality
Dynamics 365
+
ChartMogul
  • Customer Since:
    May, 2023
  • Customer Since:
    July, 2018
  • Case Study
    Customer Since:
    August, 2019
  • Customer Since:
    November, 2017
  • Customer Since:
    December, 2021
  • Case Study
    Customer Since:
    January, 2025
  • Customer Since:
    September, 2017
  • Customer Since:
    March, 2022

Table of Contents

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 ChartMogul

ChartMogul can turn new and existing business intelligence data into valuable analytics that companies can use to improve their market performance. ChartMogul can take subscriber data - both created within ChartMogul and imported from other data sources - and generate visualized analytics for a variety of metrics that SaaS companies care about.

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 ChartMogul data to Amazon Redshift

Load your ChartMogul data to Google BigQuery

ETL all your ChartMogul data to Snowflake

Move your ChartMogul 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:
  • 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
Whether syncing sales pipelines or analyzing customer journeys, Integrate.io ensures your Dynamics 365 data stays fresh, accurate, and usable across your business.

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:
  • 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
Spend less time managing CRM data and more time leveraging it.

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
Automate your workflows and unify your business intelligence with our Dynamics 365 integration suite.

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.

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:
  • 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
Faster queries, better insights, smarter decisions, all made possible by integrating Dynamics 365 data with the tools your team relies on.

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:
  • 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
Start building your Dynamics 365 integration today. Book a demo or activate your 14-day free trial to explore the possibilities.

ChartMogul's End Points

ChartMogul Plans
Gather data about your subscription plans - like the subscription IDs, names, billing intervals, and the number of intervals that are charged at once - to evaluate the performance of each plan. This will help you better understand the effectiveness of your plans so that you can determine which ones are more or less successful as a whole.
ChartMogul Customers
Create, retrieve, or update data for new or imported customers in ChartMogul. This allows you to see important customer contact details, customer IDs, and valuable performance data including a customer’s MRR, ARR, and industry sector. You can then use that data to better segment your customers, which can provide more accurate and specific information about your business performance.
ChartMogul Invoices
Import invoice data for customers that you are tracking through ChartMogul, including customer IDs, dates of purchase, transactions, and any relevant line items. Then, use ChartMogul to create subscription data for those customers and use that data to track more specific revenue data, both in ChartMogul and in your other data sources.
ChartMogul Transactions
Track payments or refunds made on an invoice to see the transaction ID, type of transaction, transaction date, and whether or not the transaction was successful. This can help you get more accurate analytics from your invoice data. It can also indicate when there is an unusually high number of refunds, which could signal a problem worth addressing.
ChartMogul Subscriptions
Get a list of subscriptions that ChartMogul has automatically generated from invoice data. This endpoint returns several IDs - including subscription IDs, customer IDs, plan IDs, and data source IDs - that will help you to more easily track and integrate data between any of those parameters to create deeper, more accurate business analytics.
ChartMogul Tags
Use tags to track terms that are associated with a customer so that you can segment or monitor them more specifically. For example, you could tag a particular customer as “high priority,” “returning” or anything else that is relevant to your business, and then retrieve a list of customers who have been tagged with those attributes in order to analyze them as a segment.
ChartMogul Custom Attributes
Update customer data with ChartMogul custom attributes that are more specific to the needs of your company. This can include both tags as well as more complex custom attributes. Then, track those attributes in ChartMogul to get analytics that are focused on your particular business concerns.

Integrate Dynamics 365 With ChartMogul Today

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