Connector Database / Microsoft Dynamics
Analyze your Microsoft Dynamics data with AI
Build interactive dashboards, generate automated reports, and unlock business intelligence insights from your Microsoft Dynamics data with AI-powered assistant.
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Start with a question
Generate automated reports and business intelligence insights from your Microsoft Dynamics data—as fast as you can ask them.
Build dashboards and data visualizations
Transform your conversation into dynamic data visualizations on an intuitive data canvas.
Integrate all your data
Unify your Microsoft Dynamics data with DuckDB-powered data warehouse including S3, Zendesk, Quickbooks and Google Analytics.
Available Microsoft Dynamics Data
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.
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 Required
Uses OAuth 2.0 via Azure AD with a refresh token, client ID/secret, and redirect URI to authenticate to your Dynamics 365 tenant
Getting started with
Microsoft Dynamics Analytics & Business Intelligence
Connect your Microsoft Dynamics data
Connect to Microsoft Dynamics once and automatically sync data to your centralized data warehouse for real-time reporting and analytics.
Build business intelligence models
Create automated reports, dashboards, and data visualizations with customizable business logic and AI-powered insights for consistent analytics across your organization.
Generate reports and insights
Create interactive dashboards, automated reports, and data visualizations with AI-powered business intelligence. Share live analytics and scheduled reporting with your team.
Want to see how easy it is to get started?
Microsoft Dynamics usersDefinite
People love Definite because it lets you focus on what matters. Setting up your own data infrastructure doesn't make your beer taste better. Skip the tedium and start at analytics.
I was leading the efforts of setting up a business intelligence function. I was surprised how complex this all was to do even today. It's something that every tech company would need at some point but it hasn't been simplified. You need a whole team focused on building a data warehouse, setting up the right pipelines, and then integrating a BI tool on top.Definite wasn't only the answer to this problem, it tackled the next problem I knew I'd have as soon as the BI tool was ready — how do we get non-technical teams and people to learn and utilise such a tool.
Our analytics before Definite consisted of dozens of Excel sheets that took hours to update. Manual updates led to errors. Everyone questioned the accuracy of the numbers. Many people just stopped looking at the reports.After Definite, everything ran like clockwork.We immediately saved thousands of dollars per month in the time spent updating reports and have built strategies (e.g. improved ROI on ad spend, inventory management, etc.) on the data that will yield millions to our bottom line.
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