DatriseAI-first ETL

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 entityRedash objectNotes
accountsmicrosoft_dynamics_accountsid PK · custom fields → flattened columns for query results
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 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.

Related pipelines

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