DatriseAI-first ETL

Microsoft Dynamics 365 Looker Studio

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

How Datrise loads Microsoft Dynamics 365 into Looker Studio

Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into Looker Studio as warehouse tables Looker Studio connects to. Flexible or custom fields land in flattened columns for chart fields, and timestamps such as created, updated, and status changes are typed as date dimension columns.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned tables to keep extract refresh fast. Looker Studio performs best on pre-aggregated tables, so Datrise lands tidy, report-shaped tables rather than raw API payloads.

Ideal for free, shareable dashboards on Google data sources.

Endpoints

Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.

Looker Studio: Google self-service dashboards and reporting (formerly Data Studio).

How Microsoft Dynamics 365 entities map to Looker Studio

Microsoft Dynamics 365 entityLooker Studio objectNotes
accountsmicrosoft_dynamics_accountsid PK · custom fields → flattened columns for chart fields
opportunitiesmicrosoft_dynamics_opportunitiesid PK · linked to microsoft_dynamics_accounts
activitiesmicrosoft_dynamics_activitiesdate dimension columns 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 Looker Studio?

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

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

It runs incrementally — Datrise uses incremental refresh of the connected tables.

Related pipelines

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