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 Close.io
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
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 Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io 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
Close.io's End Points
Close.io Contacts
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Close.io Activities
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Close.io Opportunities
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Close.io Organizations
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Close.io Custom Fields
Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.
Integrate Dynamics 365 With Close.io Today
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