DatriseAI-first ETL

Microsoft Dynamics 365 Mode

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

How Datrise loads Microsoft Dynamics 365 into Mode

Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into Mode as warehouse tables Mode queries with SQL. Flexible or custom fields land in flattened columns for SQL and notebooks, and timestamps such as created, updated, and status changes are typed as temporal columns.

Sync is incremental: Datrise uses incremental refresh of the queried tables, so re-runs update only what changed. Date-partitioned facts for report queries. Mode runs analyst-written SQL, so Datrise lands stable, documented tables that won't break saved reports.

Ideal for SQL-first analysis with Python and R notebooks.

Endpoints

Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.

Mode: Collaborative analytics workspace for SQL, Python, and shared reports.

How Microsoft Dynamics 365 entities map to Mode

Microsoft Dynamics 365 entityMode objectNotes
accountsmicrosoft_dynamics_accountsid PK · custom fields → flattened columns for SQL and notebooks
opportunitiesmicrosoft_dynamics_opportunitiesid PK · linked to microsoft_dynamics_accounts
activitiesmicrosoft_dynamics_activitiestemporal 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 Mode?

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

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

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

Related pipelines

Early access

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