Microsoft Dynamics 365 → Metabase
AI-first ETL from Microsoft Dynamics 365 into Metabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Microsoft Dynamics 365 into Metabase
Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.
Ideal for self-serve questions and dashboards for whole teams.
Endpoints
Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.
Metabase: Open-source analytics with questions, dashboards, and embedded insights.
How Microsoft Dynamics 365 entities map to Metabase
| Microsoft Dynamics 365 entity | Metabase object | Notes |
|---|---|---|
| accounts | microsoft_dynamics_accounts | id PK · custom fields → flattened columns for the question builder |
| opportunities | microsoft_dynamics_opportunities | id PK · linked to microsoft_dynamics_accounts |
| activities | microsoft_dynamics_activities | temporal columns for trends 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 Metabase?
Flexible values are stored as flattened columns for the question builder, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Metabase types.
How does the Microsoft Dynamics 365 to Metabase 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 → Amazon QuickSight
- Microsoft Dynamics 365 → Domo
- Microsoft Dynamics 365 → Sisense
- Microsoft Dynamics 365 → ThoughtSpot
- Microsoft Dynamics 365 → Qlik
- Microsoft Dynamics 365 → Mode
- Microsoft Dynamics 365 → Redash
- Microsoft Dynamics 365 → Chartio
- Microsoft Dynamics 365 → Holistics
- Microsoft Dynamics 365 → Birst
- Microsoft Dynamics 365 → GoodData
- Microsoft Dynamics 365 → Klipfolio
Early access
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