DatriseAI-first ETL

Microsoft Dynamics 365 Birst

AI-first ETL from Microsoft Dynamics 365 into Birst. Governed entities, incremental sync, typed landing tables.

How Datrise loads Microsoft Dynamics 365 into Birst

Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into Birst as warehouse tables for Birst's automated star schema. Flexible or custom fields land in flattened columns, and timestamps such as created, updated, and status changes are typed as date/time dimensions.

Sync is incremental: Datrise uses incremental refresh of the source tables Birst ingests, so re-runs update only what changed. Date-partitioned facts. Birst builds its own semantic layer, so Datrise lands conformed, well-keyed tables it can automate against.

Ideal for networked, governed enterprise BI.

Endpoints

Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.

Birst: Cloud BI with networked analytics and enterprise semantic layers.

How Microsoft Dynamics 365 entities map to Birst

Microsoft Dynamics 365 entityBirst objectNotes
accountsmicrosoft_dynamics_accountsid PK · custom fields → flattened columns
opportunitiesmicrosoft_dynamics_opportunitiesid PK · linked to microsoft_dynamics_accounts
activitiesmicrosoft_dynamics_activitiesdate/time dimensions events
enterprise CRM process datamicrosoft_dynamics_enterprise_crm_process_dataid PK · linked to microsoft_dynamics_accounts

FAQ

How does Datrise handle Microsoft Dynamics 365's custom fields in Birst?

Flexible values are stored as flattened columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Birst types.

How does the Microsoft Dynamics 365 to Birst sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the source tables Birst ingests.

Related pipelines

Early access

Connect Microsoft Dynamics 365 to Birst the easy way

Skip brittle scripts and manual exports. Join the waitlist to get a guided setup, AI-assisted mapping, and reliable incremental sync for this integration.