Microsoft Dynamics 365 Microsoft Dynamics 365

Microsoft Dynamics 365

Finance & Accounting

Dataddo extracts the full Microsoft Dynamics 365 record set - invoices, transactions, payments, ledger entries - and delivers it wherever your finance team needs it: into AI tools and agents, your warehouse like Snowflake and BigQuery, BI dashboards, and back into your ERP and CRM. Blend it across entities and systems, backfill full history for audit, and keep it fresh on your schedule - all fully managed, with the data plane running where you choose. No pipelines to build, no lock-in.

YOUR FINANCE SOURCE OF TRUTH

Turn Microsoft Dynamics 365 into financial reporting your whole team trusts

Financial data is only useful when it's complete, reconciled, and current. Dataddo extracts the full Microsoft Dynamics 365 record model, governs it, and serves it to every warehouse, dashboard, AI tool, and downstream system - continuously and without manual exports.

Every record & field

Pull the full Microsoft Dynamics 365 data model - invoices, transactions, payments, ledger and tax fields - not just a fixed preset, so your financial reports are never missing a line.

Blend across entities & systems

Combine Microsoft Dynamics 365 with your other accounting, payment, and CRM sources so consolidated, multi-entity reporting lives in one place.

Backfill full history for audit

Load historical Microsoft Dynamics 365 data beyond the platform's export limits, so period-over-period, reconciliation, and audit trails hold up.

Model & clean before load

Normalize currencies, tax codes, and account names, and let the Data Quality Firewall stop bad rows before Microsoft Dynamics 365 data reaches your reports.

Fresh on your schedule

Incremental, scheduled syncs keep Microsoft Dynamics 365 data current - as often as hourly - without manual exports or full reloads.

Governed & auditable

Delivery alerts and quality checks catch gaps in Microsoft Dynamics 365 data early, so month-end close and dashboards never silently break.

DATASETS

What you can pull from Microsoft Dynamics 365

The Microsoft Dynamics 365 connector provides a list of curated datasets - ready-made sets of records, fields, and metrics you can extract on a schedule. Need something specific? Any dataset can be forked and customized, or built from scratch, with our Universal Connector.

List of curated datasets

Default Price Level ID Valuedefaultpricelevelid_value
string
Preferred Equipment ID Valuepreferredequipmentid_value
string
Owner ID Valueownerid_value
string
SLA Invoked ID Valueslainvokedid_value
string
Stage IDstageid
string
Msdyn Account KPI ID Valuemsdyn_accountkpiid_value
string
Master ID Valuemasterid_value
string
Account IDaccountid
string
Transaction Currency ID Valuetransactioncurrencyid_value
string
Primary Contact ID Valueprimarycontactid_value
string
Process IDprocessid
string
Msdyn Customer Group ID Valuemsdyn_customergroupid_value
string
Address 1 Address IDaddress1_addressid
string
Vm Shipping State Province ID Valuevm_shippingstateprovinceid_value
string
Msa Managing Partner ID Valuemsa_managingpartnerid_value
string
Primary Satori IDprimarysatoriid
string
Msdyn Primary Linkedin IDmsdyn_primarylinkedinid
string
Territory ID Valueterritoryid_value
string
Preferred System User ID Valuepreferredsystemuserid_value
string
Originating Lead ID Valueoriginatingleadid_value
string
Preferred Service ID Valuepreferredserviceid_value
string
SLA ID Valueslaid_value
string
Msdyn Primary Facebook IDmsdyn_primaryfacebookid
string
Msdyn Party ID Valuemsdyn_partyid_value
string
Entity Image IDentityimageid
string
Parent Account ID Valueparentaccountid_value
string
Msdyn Segment ID Valuemsdyn_segmentid_value
string
Vm Lead Account ID Valuevm_leadaccountid_value
string
Primary Twitter IDprimarytwitterid
string
Msdyn Sales Acceleration Insight ID Valuemsdyn_salesaccelerationinsightid_value
string
Source Capture ID Valuecl_sourcecaptureid_value
string
Country ID Valuecl_countryid_value
string
Vm Shipping Country ID Valuevm_shippingcountryid_value
string
Address 2 Address IDaddress2_addressid
string
Msdyn Company Valuemsdyn_company_value
string
Vm Shipping Site Valuevm_shippingsite_value
string
Msdyn Billing Account Valuemsdyn_billingaccount_value
string
Vm Shipping Country Valuevm_shippingcountry_value
string
Msdyn Default Vendor Payment Method Name Valuemsdyn_defaultvendorpaymentmethodname_value
string
Vm Billing State Province Valuevm_billingstateprovince_value
string
Msdyn Customer Payment Method Valuemsdyn_customerpaymentmethod_value
string
Msdyn Payment Schedule Valuemsdyn_paymentschedule_value
string
Owning User Valueowninguser_value
string
Vm Price Customer Group Valuevm_pricecustomergroup_value
string
Msdyn Payment Term Valuemsdyn_paymentterm_value
string
Created By Valuecreatedby_value
string
Modified By Valuemodifiedby_value
string
Owning Team Valueowningteam_value
string
Vm Shipping State Province Valuevm_shippingstateprovince_value
string
Modified On Behalf By Valuemodifiedonbehalfby_value
string
Owning Business Unit Valueowningbusinessunit_value
string
Created On Behalf By Valuecreatedonbehalfby_value
string
Modified By External Party Valuemodifiedbyexternalparty_value
string
Msdyn Vendor Group Valuemsdyn_vendorgroup_value
string
Vm Project Account Valuevm_project_account_value
string
Msdyn Mapped Vendor Account Valuemsdyn_mappedvendoraccount_value
string
Msdyn Vendor Valuemsdyn_vendor_value
string
Msdyn Payment Day Valuemsdyn_paymentday_value
string
Msdyn Primary Contact Valuemsdyn_primarycontact_value
string
Msdyn Invoice Vendor Account Valuemsdyn_invoicevendoraccount_value
string
Created By External Party Valuecreatedbyexternalparty_value
string
Msdyn Sales Tax Group Valuemsdyn_salestaxgroup_value
string
Vm Shipping Warehouse Valuevm_shippingwarehouse_value
string
Vm Account Project Valuevm_accountproject_value
string
Vm Billing Country Valuevm_billingcountry_value
string
Adx Created By Portal Contact ID Valueadx_createdbyportalcontactid_value
string
Bcbi Company ID Valuebcbi_companyid_value
string
Authorized Partner ID Valuecl_authorizedpartnerid_value
string
ClickLearn Edition ID Valuecl_clicklearneditionid_value
string
Customer Success Manager Valuecl_customersuccessmanager_value
string
Implementation Specialist ID Valuecl_implementationspecialistid_value
string
Industry ID Valuecl_industryid_value
string
Partner Account ID Valuecl_partneraccountid_value
string
Reference Contact ID Valuecl_referencecontactid_value
string
Segment ID Valuecl_segmentid_value
string
Timezone ID Valuecl_timezoneid_value
string
US State ID Valuecl_usstateid_value
string
Dnb Business Profile ID Valuednb_businessprofileid_value
string
Dnb Match Grade ID Valuednb_matchgradeid_value
string
Dnb Merged Parent Valuednb_mergedparent_value
string
Nav Account Statistics ID Valuenav_accountstatisticsid_value
string
Hs Object IDhs_object_id
string
Open Revenue Dateopenrevenue_date
datetime
Modified Onmodifiedon
datetime
Open Deals Dateopendeals_date
datetime
Created Oncreatedon
datetime
Action Datecl_actiondate
datetime
Adx Partner Program End Dateadx_partnerprogram_enddate
datetime
Adx Partner Program Start Dateadx_partnerprogram_startdate
datetime
Active Users Periodcl_activeusersperiod
datetime
Last Reference Callcl_lastreferencecall
datetime
Maintenance Paid Oncl_maintenancepaidon
datetime
Num Portal Contacts Datecl_numportalcontacts_date
datetime
Open Cases Datecl_opencases_date
datetime
Open Days Cases Datecl_opendayscases_date
datetime
Open Partner Revenue Datecl_openpartnerrevenue_date
datetime
Revenue Calculated Datecl_revenuecalculated_date
datetime
Hs Open HubSpot Tickets Datehs_openhstickets_date
datetime
Hs Total HubSpot Tickets Datehs_totalhstickets_date
datetime
Source Capture Namecl_sourcecapture_name
string
Country Namecl_country_name
string
OData ETag@odata_etag
string
Telephone 3telephone3
string
Vm Address 2 Role Frvm_address2_role_fr
string
Address 1 UPS Zoneaddress1_upszone
string
Website URLwebsiteurl
string
Address 2 Cityaddress2_city
string
Address 1 Post Office Boxaddress1_postofficebox
string
Overridden Created Onoverriddencreatedon
string
Adx Created By IP Addressadx_createdbyipaddress
sensitivestring
Last On Hold Timelastonholdtime
string
Msdyn Party Numbermsdyn_partynumber
string
Address 2 Faxaddress2_fax
string
Msdyn Tax Exempt Numbermsdyn_taxexemptnumber
string
Vm Testvm_test
string
Account Numberaccountnumber
string
Address 2 Line 1address2_line1
string
Address 1 Telephone 3address1_telephone3
string
Address 1 Telephone 2address1_telephone2
string
Address 1 Telephone 1address1_telephone1
string
Msdyn Vendor Organization Namemsdyn_vendororganizationname
string
Address 2 Post Office Boxaddress2_postofficebox
string
Vm Customer Groupvm_customergroup
string
Email Address 1emailaddress1
string
FTP Site URLftpsiteurl
string
Msdyn Website URL Descriptionmsdyn_websiteurldescription
string
Email Address 2emailaddress2
string
Email Address 3emailaddress3
string
Address 2 Compositeaddress2_composite
string
Traversed Pathtraversedpath
string
Address 1 Cityaddress1_city
string
Address 2 Line 2address2_line2
string
Msdyn Fax Extensionmsdyn_faxextension
string
Address 2 State Or Provinceaddress2_stateorprovince
string
Msdyn Vendor Known As Namemsdyn_vendorknownasname
string
Msdyn Identification Numbermsdyn_identificationnumber
string
Entity Image URLentityimage_url
string
Address 1 Compositeaddress1_composite
string
Vm Address 1 Role Frvm_address1_role_fr
string
Msdyn Primary Facebook Descriptionmsdyn_primaryfacebookdescription
string
Msdyn Telephone 1 Extensionmsdyn_telephone1extension
string
Address 2 Telephone 3address2_telephone3
string
Address 2 Telephone 2address2_telephone2
string
Address 2 Telephone 1address2_telephone1
string
Address 2 UPS Zoneaddress2_upszone
string
Address 2 Line 3address2_line3
string
Time Spent By Me On Email And Meetingstimespentbymeonemailandmeetings
string
Address 1 Countryaddress1_country
string
Msdyn Organization Phonetic Namemsdyn_organizationphoneticname
string
Address 1 Line 2address1_line2
string
Address 1 Countyaddress1_county
string
Address 1 Faxaddress1_fax
string
Address 2 Nameaddress2_name
string
Msdyn Fax Descriptionmsdyn_faxdescription
string
Msdyn Primary Twitter ID Descriptionmsdyn_primarytwitteriddescription
string
Adx Modified By Usernameadx_modifiedbyusername
sensitivestring
SICsic
string
Faxfax
string
Address 1 Line 1address1_line1
string
Address 2 Countyaddress2_county
string
Msdyn Primary Timezonemsdyn_primarytimezone
string
Address 1 Line 3address1_line3
string
Msdyn Telephone 1 Descriptionmsdyn_telephone1description
string
Msdyn Email Address 1 Descriptionmsdyn_emailaddress1description
string
Namename
string
Msdyn Organization Numbermsdyn_organizationnumber
string
Address 1 State Or Provinceaddress1_stateorprovince
string
Vm Distributor Territoriesvm_distributorterritories
string
Msdyn Name Aliasmsdyn_namealias
string
Entity Image Timestampentityimage_timestamp
string
Yomi Nameyominame
string
Last Used In Campaignlastusedincampaign
string
Msdyn Party State Provincemsdyn_partystateprovince
string
Vm Geographicvm_geographic
string
Msdyn Credit Ratingmsdyn_creditrating
string
Msdyn Party Countrymsdyn_partycountry
string
Adx Created By Usernameadx_createdbyusername
sensitivestring
Telephone 2telephone2
string
Stock Exchangestockexchange
string
Descriptiondescription
string
Vm Account Typevm_accounttype
string
Msdyn Primary Linkedin Descriptionmsdyn_primarylinkedindescrption
string
Msdyn Has No Relationship Typemsdyn_hasnorelationshiptype
string
Vm Adding Address From ERPvm_addingaddressfromerp
string
Ticker Symboltickersymbol
string
Address 1 Nameaddress1_name
string
Adx Modified By IP Addressadx_modifiedbyipaddress
sensitivestring
Telephone 1telephone1
string
Address 1 Primary Contact Nameaddress1_primarycontactname
sensitivestring
Address 2 Primary Contact Nameaddress2_primarycontactname
sensitivestring
Vm Distributor Notesvm_distributornotes
string
Address 2 Countryaddress2_country
string
Vm Customer Typevm_customertype
string
Address 2 Postal Codeaddress2_postalcode
string
Address 1 Postal Codeaddress1_postalcode
string
Segment Namecl_segment_name
string
Address 1 Composite CLcl_address1_compositecl
string
Asana Onboarding Boardcl_asanaonboardingboard
string
Bank Account Holdercl_bankaccountholder
sensitivestring
Bank Account Numbercl_bankaccountnumber
sensitivestring
Bank Namecl_bankname
sensitivestring
Business Areascl_businessareas
string
Buying Motivationscl_buyingmotivations
string
CSM Notescl_csmnotes
string
Customer Objectivecl_customerobjective
string
DB DUNS Numbercl_dbdunsnumber
string
Domaincl_domain
string
Folder Path Schema Accountcl_folderpathschemaaccount
string
IBAN Numbercl_ibannumber
sensitivestring
Lifetime Value Currencycl_lifetimevaluecurrency
string
LinkedIn Biocl_linkedinbio
string
LinkedIn Company Pagecl_linkedincompanypage
string
Partner Invitation URLcl_partnerinvitationurl
string
Partner Next Actioncl_partnernextaction
string
Permlinkcl_permlink
string
SWIFT Codecl_swiftcode
sensitivestring
URL Namecl_urlname
string
Entity Imageentityimage
string
Msdyncrm Insights Placeholdermsdyncrm_insights_placeholder
string
Teams Followedteamsfollowed
string
Address 1 Shipping Method Codeaddress1_shippingmethodcode
integer
Shares Outstandingsharesoutstanding
integer
Ownership Codeownershipcode
integer
Address 1 Freight Terms Codeaddress1_freighttermscode
integer
Import Sequence Numberimportsequencenumber
integer
Preferred Appointment Day Codepreferredappointmentdaycode
integer
UTC Conversion Timezone Codeutcconversiontimezonecode
integer
Aging 90aging90
float
Address 1 UTC Offsetaddress1_utcoffset
integer
Aging 30 Baseaging30_base
float
Number Of Employeesnumberofemployees
integer
Aging 60aging60
float
Msdyn Organization ABC Codemsdyn_organizationabccode
integer
Timezone Rule Version Numbertimezoneruleversionnumber
integer
Revenue Baserevenue_base
float
Payment Terms Codepaymenttermscode
integer
Market Capmarketcap
float
Preferred Appointment Time Codepreferredappointmenttimecode
integer
Market Cap Basemarketcap_base
float
Address 2 UTC Offsetaddress2_utcoffset
integer
Aging 30aging30
float
Industry Codeindustrycode
integer
On Hold Timeonholdtime
integer
Account Category Codeaccountcategorycode
integer
Vm Manually Create Projectsvm_manuallycreateprojects
integer
Revenuerevenue
float
Aging 90 Baseaging90_base
float
Aging 60 Baseaging60_base
float
Mergedmerged
integer
Customer Type Codecustomertypecode
integer
Address 1 Latitudeaddress1_latitude
float
Participates In Workflowparticipatesinworkflow
integer
Follow Emailfollowemail
integer
Vm Lead Sourcevm_leadsource
integer
Address 2 Latitudeaddress2_latitude
float
Address 2 Shipping Method Codeaddress2_shippingmethodcode
integer
Account Rating Codeaccountratingcode
integer
Credit On Holdcreditonhold
integer
Address 1 Address Type Codeaddress1_addresstypecode
integer
Do Not Phonedonotphone
integer
Do Not Emaildonotemail
integer
Open Revenue Stateopenrevenue_state
integer
Do Not Send MMdonotsendmm
integer
Msdyn On Hold Statusmsdyn_onholdstatus
integer
Marketing Onlymarketingonly
integer
Msdyn Languagemsdyn_language
integer
Territory Codeterritorycode
integer
Open Deals Stateopendeals_state
integer
Address 2 Longitudeaddress2_longitude
float
Credit Limitcreditlimit
float
Account Classification Codeaccountclassificationcode
integer
Msdyn Tax Exemptmsdyn_taxexempt
integer
Do Not Postal Maildonotpostalmail
integer
Msdyn Payment Terms Base Daysmsdyn_paymenttermsbasedays
integer
Credit Limit Basecreditlimit_base
float
Status Codestatuscode
integer
Open Dealsopendeals
integer
Shipping Method Codeshippingmethodcode
integer
Do Not Bulk Emaildonotbulkemail
integer
Msdyn Invoice Addressmsdyn_invoiceaddress
integer
Version Numberversionnumber
integer
Address 2 Freight Terms Codeaddress2_freighttermscode
integer
Open Revenueopenrevenue
float
Vm Account Segmentvm_accountsegment
integer
State Codestatecode
integer
Vm Estimated Revenuevm_estimatedrevenue
integer
Customer Size Codecustomersizecode
integer
Exchange Rateexchangerate
float
Do Not Bulk Postal Maildonotbulkpostalmail
integer
Vm Projects Createdvm_projectscreated
integer
Vm Customer Relationshipvm_customerrelationship
integer
Do Not Faxdonotfax
integer
Open Revenue Baseopenrevenue_base
float
Msdyn GDPR Opt Outmsdyn_gdproptout
integer
Business Type Codebusinesstypecode
integer
Vm Distributor Typesvm_distributortypes
integer
Msdyn Credit Limit Is Mandatorymsdyn_creditlimitismandatory
integer
Address 2 Address Type Codeaddress2_addresstypecode
integer
Msdyn One Time Customermsdyn_onetimecustomer
integer
Msdyn Vendor Created By Workflowmsdyn_vendorcreatedbyworkflow
integer
Address 1 Longitudeaddress1_longitude
float
Preferred Contact Method Codepreferredcontactmethodcode
integer
Adx Active Opportunity Countadx_activeopportunitycount
integer
Adx Average Time To Close An Opportunityadx_averagetimetocloseanopportunity
float
Adx Current Partner Capacityadx_currentpartnercapacity
integer
Adx Feedback Rateadx_feedbackrate
float
Adx Loss Rateadx_lossrate
float
Adx Maximum Opportunity Revenueadx_maximumopportunityrevenue
float
Adx Maximum Opportunity Revenue Baseadx_maximumopportunityrevenue_base
float
Adx Minimum Opportunity Revenueadx_minimumopportunityrevenue
float
Adx Minimum Opportunity Revenue Baseadx_minimumopportunityrevenue_base
float
Adx Number Of Opportunities Acceptedadx_numberofopportunitiesaccepted
integer
Adx Number Of Opportunities Declinedadx_numberofopportunitiesdeclined
integer
Adx Number Of Opportunities Deliveredadx_numberofopportunitiesdelivered
integer
Adx Number Of Opportunities With Feedbackadx_numberofopportunitieswithfeedback
integer
Adx Number Of Opportunities Wonadx_numberofopportunitieswon
integer
Adx Number Of Returned Opportunitiesadx_numberofreturnedopportunities
integer
Adx Partner Statusadx_partner_status
integer
Adx Partner Has Capacityadx_partnerhascapacity
integer
Adx Partner Program Statusadx_partnerprogram_status
integer
Adx Partner Rankingadx_partnerranking
integer
Adx Return Rateadx_returnrate
float
Adx Stall Rateadx_stallrate
float
Adx Touch Rateadx_touchrate
float
Adx Win Rateadx_winrate
float
Account Management Rolecl_accountmanagementrole
integer
Alert New Casescl_alertnewcases
integer
Alert Resolved Casescl_alertresolvedcases
integer
Annual New Projectscl_annualnewprojects
integer
ARRcl_arr
float
BC Reminder Term Codecl_bcremindertermcode
integer
Calculate VATcl_calculatevat
integer
Consulting Employeescl_consultingemployees
integer
Customer Countcl_customercount
integer
Customer Health Categorycl_customerhealthcategory
integer
Customer Health Scorecl_customerhealthscore
integer
Customer Health Score Deltacl_customerhealthscoredelta
integer
Customer Health Score Delta Pctcl_customerhealthscoredeltapct
float
Customer Sizecl_customersize
integer
Customer Tiercl_customertier
integer
Employee Countcl_employeecount
integer
Employee Count 2cl_employeecount2
integer
ICP Scorecl_icpscore
integer
ICP Tiercl_icptier
integer
Lifetime Valuecl_lifetimevalue
float
Margin First Yearcl_marginfirstyear
float
Margin Next Yearscl_marginnextyears
float
Material Userscl_materialusers
integer
Num Portal Contactscl_numportalcontacts
integer
Num Portal Contacts Statecl_numportalcontacts_state
integer
Open Casescl_opencases
integer
Open Cases Statecl_opencases_state
integer
Open Days Casescl_opendayscases
integer
Open Days Cases Statecl_opendayscases_state
integer
Open Partner Revenuecl_openpartnerrevenue
float
Open Partner Revenue Basecl_openpartnerrevenue_base
float
Open Partner Revenue Statecl_openpartnerrevenue_state
integer
Reference Customercl_referencecustomer
integer
Renewal Cyclescl_renewalcycles
integer
Renewal Probabilitycl_renewalprobability
float
Revenue Calculatedcl_revenuecalculated
float
Revenue Calculated Basecl_revenuecalculated_base
float
Revenue Calculated Statecl_revenuecalculated_state
integer
Sales Employeescl_salesemployees
integer
Support Scorecl_supportscore
integer
Usage Dropcl_usagedrop
integer
UXP Active Userscl_uxpactiveusers
integer
UXP Adoption Ratecl_uxpadoptionrate
float
UXP Adoption Rate Deltacl_uxpadoptionratedelta
float
UXP Total Userscl_uxptotalusers
integer
Dnb Exclude From Optimizerdnb_excludefromoptimizer
integer
Dnb Merged By Optimizerdnb_mergedbyoptimizer
integer
Dnb Merged Flagdnb_mergedflag
integer
Hs Open HubSpot Ticketshs_openhstickets
integer
Hs Open HubSpot Tickets Statehs_openhstickets_state
integer
Hs Total HubSpot Ticketshs_totalhstickets
integer
Hs Total HubSpot Tickets Statehs_totalhstickets_state
integer
Msevtmgt Hotel Groupmsevtmgt_hotelgroup
integer
Msevtmgt Rental Car Providermsevtmgt_rentalcarprovider
integer

Need a dataset, metric, or attribute you don't see?

Tell us what's missing and we'll add it to the connector.

Request it
WITH VS. WITHOUT

Who carries the load when things change

Keep Microsoft Dynamics 365 data flowing to every warehouse, dashboard, and tool - and see who owns it when an API or schema changes:

Without Dataddo With Dataddo Outcome for you
API or auth change You discover the breakage and scramble to fix it. We update the connector and restore the pipeline - often before you notice. Syncs from Microsoft Dynamics 365 keep flowing
Schema drift Columns change and pipelines break or corrupt data silently. Detected automatically and handled by configurable rules. Only clean Microsoft Dynamics 365 data lands in reports
Endpoint deprecated You re-engineer the integration. We own the update - the data contract holds. Your Microsoft Dynamics 365 reporting keeps working
Missing connector You build and maintain a custom integration. We build it and maintain it, under a ~4-week SLA. Any Microsoft Dynamics 365 record you need, on request
Silent degradation You find out when a report or model run fails. Proactive monitoring catches anomalies and delays first. Gaps caught before month-end close
Debugging You dig through logs across disconnected tools. Run histories, payload inspection, and end-to-end lineage in one place. Faster root-cause, fewer reporting gaps
Data residency by design

Choose where Microsoft Dynamics 365 data is processed - same cloud, region, or sovereign

Microsoft Dynamics 365 is a cloud API, so the question isn't on-prem vs cloud - it's which region your financial data flows through. With Dataddo you run the data plane in the region you choose, so Microsoft Dynamics 365 payloads move straight to your destinations without transiting a third-party SaaS. Pin it to an EU or US region for compliance and data-residency requirements, or self-host when a downstream target lives inside your own network.

Data Plane location Typical data sensitivity Why this setup

Public cloud

AWS Microsoft Azure Google Cloud
Low to moderate - general business, marketing, and product data; sources that are already cloud-native. Fastest to stand up and scales elastically. Best when the data has no residency restriction and often already lives in the same public cloud.

Regional & EU sovereign clouds

EU sovereign clouds Regional providers Private cloud
Regulated / residency-bound - PII, financial, and health data governed by GDPR or local law. Keeps processing inside a specific jurisdiction to meet data-residency and sovereignty rules, while still running as managed infrastructure.

On-premises

Kubernetes Red Hat OpenShift VMware Tanzu
Highly sensitive / restricted - data that contractually or legally cannot leave the corporate perimeter. Data never leaves your network. Required for air-gapped, classified, or locked-down environments; the Control Plane still manages it via metadata only.
DATA DELIVERY

Every way to deliver Microsoft Dynamics 365 data

Financial data rarely has one home. Dataddo feeds Microsoft Dynamics 365 into AI and agents, loads it into your warehouse for financial modeling, syncs records back into ERP and CRM systems, and delivers files to storage for archival - all governed the same way.

Transport type What it does Typical destinations Typical business use cases
Data to AI™ & Agents Feed Microsoft Dynamics 365 data into vector databases, LLMs, and AI agents so finance copilots can reason over your numbers.
Claude OpenAI Gemini Mistral AI + 400 more
Load Microsoft Dynamics 365 records into vector stores for retrieval-augmented finance assistants, Give AI agents and copilots governed access to live Microsoft Dynamics 365 financial data
ETL / ELT to your warehouse Load Microsoft Dynamics 365 records and metrics into your warehouse for financial and revenue analytics.
Snowflake BigQuery Amazon Redshift PostgreSQL + 400 more
Centralize Microsoft Dynamics 365 across entities in Snowflake, BigQuery, or Redshift for consolidated reporting, Backfill Microsoft Dynamics 365 history for reconciliation and audit
Sync back to ERP & CRM Push reconciled or modeled records built from Microsoft Dynamics 365 data back into ERP, accounting, and CRM systems.
NetSuite Exact Online Salesforce HubSpot + 400 more
Sync modeled financial records from Microsoft Dynamics 365 into your ERP or CRM, Keep Microsoft Dynamics 365 data aligned across finance and revenue systems
Files to storage & archive Deliver raw or modeled Microsoft Dynamics 365 extracts to object storage and partners for archival and audit.
AWS S3 Google Cloud Storage Azure Blob Storage SFTP + 400 more
Archive raw Microsoft Dynamics 365 exports to S3, GCS, or Azure storage for retention, Send scheduled Microsoft Dynamics 365 extracts to auditors or partners over SFTP
FAQ

Microsoft Dynamics 365 as a source + Dataddo, answered

Where can I send Microsoft Dynamics 365 data?

To any of Dataddo's 150+ destinations - warehouses like Snowflake and BigQuery, BI dashboards, ERP and CRM systems, object storage, and AI or vector stores - plus custom destinations on request.

Do I have to maintain the pipeline?

No. Dataddo is fully managed: we maintain the Microsoft Dynamics 365 connector, adapt to API and schema changes, and alert you if anything needs attention. There is no pipeline code for you to write or fix.

Can I consolidate Microsoft Dynamics 365 data across multiple entities?

Yes. Dataddo can pull Microsoft Dynamics 365 data from multiple accounts or entities and load it into one warehouse, blended and normalized, so consolidated and multi-entity reporting works without manual exports or spreadsheets.

What if Microsoft Dynamics 365 changes their API?

That's on us, not you. Dataddo's team proactively tracks Microsoft Dynamics 365 API and schema changes and updates the connector before they break your pipeline. Continuous monitoring watches every sync, and if anything needs attention you get an alert - so your Microsoft Dynamics 365 data keeps flowing without you touching a thing.

Which Microsoft Dynamics 365 records and fields are available?

The full Microsoft Dynamics 365 data model - invoices, transactions, payments, ledger and tax fields, not a fixed subset. If a field you need isn't exposed yet, we add it on request, usually at no extra cost.

How is my data secured?

Dataddo is SOC 2 Type II and ISO 27001 certified. Data is encrypted in transit and at rest, PII and financial data can be masked or hashed, and EU or US data residency is available. Self-host the data plane and payload data never leaves your network.

Will API rate limits be a problem?

Dataddo handles Microsoft Dynamics 365 pagination, rate limits, and retries for you, and pulls incrementally on a schedule so you stay within API quotas without impacting your accounting system.

Am I locked in?

No. Pipelines are source- and destination-agnostic - you can add or switch destinations without rebuilding, and data lands in native formats you own.