DatriseAI-first ETL

Microsoft Dynamics 365 MongoDB

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

How Datrise loads Microsoft Dynamics 365 into MongoDB

Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into MongoDB as a collection per source entity. Flexible or custom fields land in native nested documents, and timestamps such as created, updated, and status changes are typed as BSON Date.

Sync is incremental: Datrise uses upserts by stable id with updateOne(upsert) on the source primary key, so re-runs update only what changed. Optional sharding on the entity id for large collections. Mongo has no fixed schema, so Datrise keeps field types consistent across documents to avoid mixed-type query surprises.

Ideal for document-oriented apps that want CRM data in their existing Mongo store.

Endpoints

Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.

MongoDB: Document database for flexible schemas.

How Microsoft Dynamics 365 entities map to MongoDB

Microsoft Dynamics 365 entityMongoDB objectNotes
accountsmicrosoft_dynamics_accountsid PK · custom fields → native nested documents
opportunitiesmicrosoft_dynamics_opportunitiesid PK · linked to microsoft_dynamics_accounts
activitiesmicrosoft_dynamics_activitiesBSON Date 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 MongoDB?

Flexible values are stored as native nested documents, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native MongoDB types.

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

It runs incrementally — Datrise uses upserts by stable id with updateOne(upsert) on the source primary key.

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