DatriseAI-first ETL

Microsoft Dynamics 365 Neon

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

How Datrise loads Microsoft Dynamics 365 into Neon

Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into Neon as a typed table per source entity. Flexible or custom fields land in jsonb columns, and timestamps such as created, updated, and status changes are typed as timestamptz.

Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning by load date. Neon separates compute from storage, so Datrise batches writes to keep autoscaling compute from cold-starting on every small change.

Ideal for serverless Postgres workloads that scale to zero between syncs.

Endpoints

Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.

Neon: Serverless Postgres destination with branching and autoscaling.

How Microsoft Dynamics 365 entities map to Neon

Microsoft Dynamics 365 entityNeon objectNotes
accountsmicrosoft_dynamics_accountsid PK · custom fields → jsonb columns
opportunitiesmicrosoft_dynamics_opportunitiesid PK · linked to microsoft_dynamics_accounts
activitiesmicrosoft_dynamics_activitiestimestamptz 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 Neon?

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

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

It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.

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Early access

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