Microsoft Dynamics 365 → Chartio
AI-first ETL from Microsoft Dynamics 365 into Chartio. Governed entities, incremental sync, typed landing tables.
How Datrise loads Microsoft Dynamics 365 into Chartio
Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into Chartio as SQL tables a visual-SQL explorer connects to. Flexible or custom fields land in flattened columns for visual SQL, and timestamps such as created, updated, and status changes are typed as temporal columns.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts. Visual-SQL tools build joins from your schema, so Datrise lands clearly related tables with stable id columns.
Ideal for drag-and-drop charting over a database.
Endpoints
Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.
Chartio: Cloud BI for exploring warehouse data with drag-and-drop charts.
How Microsoft Dynamics 365 entities map to Chartio
| Microsoft Dynamics 365 entity | Chartio object | Notes |
|---|---|---|
| accounts | microsoft_dynamics_accounts | id PK · custom fields → flattened columns for visual SQL |
| opportunities | microsoft_dynamics_opportunities | id PK · linked to microsoft_dynamics_accounts |
| activities | microsoft_dynamics_activities | temporal columns events |
| enterprise CRM process data | microsoft_dynamics_enterprise_crm_process_data | id PK · linked to microsoft_dynamics_accounts |
FAQ
How does Datrise handle Microsoft Dynamics 365's custom fields in Chartio?
Flexible values are stored as flattened columns for visual SQL, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Chartio types.
How does the Microsoft Dynamics 365 to Chartio sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
More destinations for Microsoft Dynamics 365
- Microsoft Dynamics 365 → Holistics
- Microsoft Dynamics 365 → Birst
- Microsoft Dynamics 365 → GoodData
- Microsoft Dynamics 365 → Klipfolio
- Microsoft Dynamics 365 → MicroStrategy
- Microsoft Dynamics 365 → Spotfire
- Microsoft Dynamics 365 → Yellowfin
- Microsoft Dynamics 365 → PostgreSQL
- Microsoft Dynamics 365 → MySQL
- Microsoft Dynamics 365 → Microsoft SQL Server
- Microsoft Dynamics 365 → Oracle Database
- Microsoft Dynamics 365 → Snowflake
Early access
Connect Microsoft Dynamics 365 to Chartio the easy way
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