Microsoft Dynamics
§ Connector
Microsoft Dynamics

Connect Microsoft Dynamics to your Definite lakehouse in minutes.

Native sync with row-level security, CDC where supported, and hourly-or-faster freshness. Query it with SQL, build dashboards, or ask Fi.

§ What you get

Everything Microsoft Dynamics exposes, modeled and queryable.

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.

Sync cadence
Hourly or faster
CDC
Native where supported
Auth
OAuth / API key
Row-level security
Yes

Tables & streams

11 objects
Company

Organizations and customers with firmographic and account health attributes; supports account-based segmentation, revenue attribution, and rollups for pipeline and retention.

Person

Individual contacts linked to accounts and activities; enables contact-level segmentation, engagement analysis, and lifecycle tracking.

Lead

Top-of-funnel prospects prior to qualification; enables analysis of lead source performance, qualification rates, and lead-to-opportunity conversion.

Deal

Sales opportunities with stages, amounts, and close timelines; drives pipeline coverage, win rates, forecast accuracy, and sales velocity analyses.

Activity

Unified log of emails, calls, meetings, and other touchpoints; measures seller productivity, follow-up effectiveness, and engagement cadence across records.

Campaign

Marketing campaign records and metadata; supports reporting on campaign reach, influence, and ROI across leads, contacts, and opportunities.

Event

Marketing and event-management events with attendee registrations; enables analysis of registrations, attendance, no-show rates, and event-sourced pipeline.

Marketing Automation Activity

Records from marketing automation flows (e.g., journeys and interactions); used to analyze engagement rates, nurture performance, and campaign effectiveness.

User

CRM users (sellers, marketers) for ownership and attribution; supports performance benchmarking and analysis by owner or team.

Organization Unit

Business units and hierarchy; enables KPI segmentation and rollups by region, department, or org structure.

Currency

Configured transaction currencies for the organization; supports multi-currency normalization for pipeline and revenue reporting.

Authentication

Uses OAuth 2.0 via Azure AD with a refresh token, client ID/secret, and redirect URI to authenticate to your Dynamics 365 tenant

Requirements

Requires a Microsoft Dynamics account to connect.

Analyze with Fi

Operational data, performance metrics, and business insights.

§ How it works

Three steps. One afternoon.

01
Connect

Authenticate Microsoft Dynamics in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.

definite connect microsoft-dynamics
02
Sync

We pull every stream into your lakehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.

→ microsoft dynamics.raw (synced hourly)
03
Query

SQL, dashboards, or ask Fi in plain English. Your Microsoft Dynamics data lives next to every other source — ready to join.

SELECT * FROM microsoft_dynamics.*
*
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