Microsoft Dynamics 365 → Redash
AI-first ETL from Microsoft Dynamics 365 into Redash. Governed entities, incremental sync, typed landing tables.
How Datrise loads Microsoft Dynamics 365 into Redash
Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into Redash as SQL tables Redash queries and visualizes. Flexible or custom fields land in flattened columns for query results, and timestamps such as created, updated, and status changes are typed as temporal columns.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for scheduled queries. Redash caches query results on a schedule, so Datrise keeps tables incrementally fresh so cached dashboards reflect reality.
Ideal for lightweight, query-driven dashboards.
Endpoints
Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.
Redash: Open-source SQL client for queries, visualizations, and dashboards.
How Microsoft Dynamics 365 entities map to Redash
| Microsoft Dynamics 365 entity | Redash object | Notes |
|---|---|---|
| accounts | microsoft_dynamics_accounts | id PK · custom fields → flattened columns for query results |
| opportunities | microsoft_dynamics_opportunities | id PK · linked to microsoft_dynamics_accounts |
| activities | microsoft_dynamics_activities | temporal columns 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 Redash?
Flexible values are stored as flattened columns for query results, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Redash types.
How does the Microsoft Dynamics 365 to Redash sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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Early access
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