
Native sync with row-level security, CDC where supported, and hourly-or-faster freshness. Query it with SQL, build dashboards, or ask Fi.
Extracts Microsoft Dynamics 365 CRM data including accounts, contacts, opportunities, leads, activities, users, campaigns, events, currencies, and org structure. Also captures picklist (option set) value-label mappings and field metadata. Enables analysis of sales pipelines and revenue, customer and account health, user/activity engagement, marketing campaigns and events, and consistent reporting using resolved picklist labels.
Organizations and customers with firmographic and account health attributes; supports account-based segmentation, revenue attribution, and rollups for pipeline and retention.
Individual contacts linked to accounts and activities; enables contact-level segmentation, engagement analysis, and lifecycle tracking.
Top-of-funnel prospects prior to qualification; enables analysis of lead source performance, qualification rates, and lead-to-opportunity conversion.
Sales opportunities with stages, amounts, and close timelines; drives pipeline coverage, win rates, forecast accuracy, and sales velocity analyses.
Unified log of emails, calls, meetings, and other touchpoints; measures seller productivity, follow-up effectiveness, and engagement cadence across records.
Marketing campaign records and metadata; supports reporting on campaign reach, influence, and ROI across leads, contacts, and opportunities.
Marketing and event-management events with attendee registrations; enables analysis of registrations, attendance, no-show rates, and event-sourced pipeline.
Records from marketing automation flows (e.g., journeys and interactions); used to analyze engagement rates, nurture performance, and campaign effectiveness.
CRM users (sellers, marketers) for ownership and attribution; supports performance benchmarking and analysis by owner or team.
Business units and hierarchy; enables KPI segmentation and rollups by region, department, or org structure.
Configured transaction currencies for the organization; supports multi-currency normalization for pipeline and revenue reporting.
Uses OAuth 2.0 via Azure AD with a refresh token, client ID/secret, and redirect URI to authenticate to your Dynamics 365 tenant
Requires a Microsoft Dynamics account to connect.
Operational data, performance metrics, and business insights.
Authenticate Microsoft Dynamics in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your lakehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Microsoft Dynamics data lives next to every other source — ready to join.
Build your own with the Definite SDK, or ask us — we add new connectors every week.