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Connectors / Microsoft Dynamics 365 Finance + Monday.com
Microsoft Dynamics 365 Finance
Monday.com

Combine Microsoft Dynamics 365 Finance and Monday.com in one place.

Stop juggling conflicting dashboards. Sync Microsoft Dynamics 365 Finance and Monday.com into Definite, model them together, and answer questions across both in one reliable, aligned view.

§ Live with
Use cases

What teams build with Microsoft Dynamics 365 Finance + Monday.com

01
Customer across Microsoft Dynamics 365 Finance + Monday.com

Both connectors expose customer data. Definite models them together so you can analyze customer holistically.

02
Sales across Microsoft Dynamics 365 Finance + Monday.com

Both connectors expose sales data. Definite models them together so you can analyze sales holistically.

03
Operations across Microsoft Dynamics 365 Finance + Monday.com

Both connectors expose operations data. Definite models them together so you can analyze operations holistically.

How it works

From two connectors to one dashboard.

Step 01
Connect Microsoft Dynamics 365 Finance

OAuth or API key, then Definite pulls Microsoft Dynamics 365 Finance on an hourly (or faster) schedule with native CDC.

Step 02
Connect Monday.com

Same drill for Monday.com. Row-level security and schema history are on by default.

Step 03
Model them together

Join Microsoft Dynamics 365 Finance and Monday.com on shared keys, define your metrics once, and reuse them everywhere — one source of truth.

Step 04
Dashboard and ask Fi

Build charts in minutes, or ask Fi in plain English. Every answer cites the underlying model.

§ Shared domains · scroll to explore

Find truth in Microsoft Dynamics 365 Finance × Monday.com
data.

3 shared domains — customer, operations, and sales. Definite unifies the overlapping objects so every metric is defined once and traces back to both sources.

01·Domain

Customer analytics

Analyze customer attributes, lifecycle stages, segmentation, and relationships to identify high-value segments, predict churn risk, calculate lifetime value, and optimize customer health scores for targeted retention and growth strategies.

Microsoft Dynamics 365 FinanceMicrosoft Dynamics 365 Finance
Customers
Monday.comMonday.com
Column (Field)Item (Task)
02·Domain

Operations analytics

Track process efficiency, resource allocation, task completion rates, workflow bottlenecks, and team productivity to optimize operations, reduce waste, improve delivery times, and scale business processes effectively.

Microsoft Dynamics 365 FinanceMicrosoft Dynamics 365 Finance
CompaniesDepartmentsProduct CategoriesProductsTax TransactionsVendor Invoice HeadersVendor Invoice LinesVendor TransactionsVendors
Monday.comMonday.com
Workspace
03·Domain

Sales analytics

Analyze pipeline health, conversion rates, sales velocity, forecast accuracy, and activity effectiveness to identify bottlenecks, optimize sales processes, improve win rates, accelerate deal closure, and drive predictable revenue growth.

Microsoft Dynamics 365 FinanceMicrosoft Dynamics 365 Finance
Customers
Monday.comMonday.com
Column (Field)GroupItem (Task)
● Active · unified in Definite
Analytics across Microsoft Dynamics 365 Finance + Monday.com
Microsoft Dynamics 365 FinanceMicrosoft Dynamics 365 Finance objects12
Chart of AccountsCompaniesCustomersDepartmentsMain AccountsProduct CategoriesProductsTax TransactionsVendor Invoice HeadersVendor Invoice LinesVendor TransactionsVendors
Monday.comMonday.com objects5
BoardColumn (Field)GroupItem (Task)Workspace
§ Questions, answered

Questions about combining sources.

Definite syncs your Microsoft Dynamics 365 Finance and Monday.com data into secure, managed infrastructure, powered by DuckDB for high-performance analytics. Definite handles encrypted, persistent storage behind the scenes with enterprise-grade security, automatic syncing, and backups.

You get lightning-fast queries, built-in business intelligence tools, and SOC 2–compliant data residency options — all without the overhead or complexity of running a separate warehouse.
Yes. Definite integrates seamlessly with the tools you already use. You can run Python scripts for advanced analysis, query your data directly with SQL, or sync results to Google Sheets and Slack for easy sharing.

Data can be exported in CSV, Excel, or JSON, accessed via the Metrics API, or embedded directly into your product or internal dashboards. Definite makes it simple to connect, automate, and share insights wherever your team works. Learn more about our product features.
Definite includes Fi, our AI data analyst that understands your business data and speaks your language. Fi can explore your connected sources, write SQL, and build charts or dashboards in minutes — turning plain-English questions into real analysis.

Under the hood, Fi uses Definite's semantic models and query engine to interpret context, generate accurate queries, and explain results clearly. The result: faster insights, fewer bottlenecks, and analytics that finally deliver ROI.
Yes. Definite offers a free plan that includes core analytics, dashboards, and AI insights — everything you need to get started. You can upgrade anytime for more data sources, faster syncs, and advanced automations.
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§ Keep exploring

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