Connections

Microsoft Dynamics 365

Sales and customer service.

Built by Eagle
Website dynamics.microsoft.com
CategoryCRM and sales
Profiled schema
  • Accounts and contacts12,360 rows
  • Deals and pipeline stages16,480 rows
  • Activities and notes20,600 rows
  • Owners and territories24,720 rows
Proposed treatments
  • Accounts and contactsLocation0.9
  • Deals and pipeline stagesCustomer0.9
  • Activities and notesTime0.7
  • Owners and territoriesAP invoice0.7

Overview

Microsoft Dynamics 365 brings accounts, contacts, deals, and activity into the operating model so customer records reconcile with invoices, work orders, and receipts from other systems.

How it works

Eagle reads objects through the vendor API on a schedule, profiles fields and picklists, and proposes how records map to the canonical Customer dimension. Nothing enters the model until a reviewer approves the treatment.

Configure

  1. 1Authorize with an admin account that can read every object you want to consolidate.
  2. 2Choose the objects to profile. Accounts and opportunities are selected by default.
  3. 3Review the proposed customer and location mappings in Mapping Reconciliation.

What it brings in

Accounts and contactsDeals and pipeline stagesActivities and notesOwners and territories
Method · Dataverse Web API