Microsoft Dynamics 365 → Holistics
AI-first ETL from Microsoft Dynamics 365 into Holistics. Governed entities, incremental sync, typed landing tables.
How Datrise loads Microsoft Dynamics 365 into Holistics
Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.
Ideal for as-code BI modeling on a warehouse.
Endpoints
Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.
Holistics: Self-service BI with modeling layers and scheduled report delivery.
How Microsoft Dynamics 365 entities map to Holistics
| Microsoft Dynamics 365 entity | Holistics object | Notes |
|---|---|---|
| accounts | microsoft_dynamics_accounts | id PK · custom fields → flattened columns for the modeling layer |
| opportunities | microsoft_dynamics_opportunities | id PK · linked to microsoft_dynamics_accounts |
| activities | microsoft_dynamics_activities | date/time dimensions 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 Holistics?
Flexible values are stored as flattened columns for the modeling layer, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Holistics types.
How does the Microsoft Dynamics 365 to Holistics sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the modeled tables.
Related pipelines
More destinations for Microsoft Dynamics 365
- 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
- Microsoft Dynamics 365 → Google BigQuery
Early access
Connect Microsoft Dynamics 365 to Holistics the easy way
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