DatriseAI-first ETL

Microsoft Dynamics 365 Spreadsheets

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

How Datrise loads Microsoft Dynamics 365 into Spreadsheets

Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into Spreadsheets as a tab per source entity. Flexible or custom fields land in JSON-stringified cells for nested fields, and timestamps such as created, updated, and status changes are typed as ISO-8601 text or serial date cells.

Sync is incremental: Datrise uses refreshes the tab's rows each run, preserving header order, so re-runs update only what changed. Sheets caps out around the low millions of cells, so Datrise lands a curated column set rather than every raw field.

Ideal for lightweight, shareable reporting for non-technical teams.

Endpoints

Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.

Spreadsheets: Business-friendly spreadsheet destination for collaborative analysis.

How Microsoft Dynamics 365 entities map to Spreadsheets

Microsoft Dynamics 365 entitySpreadsheets objectNotes
accountsmicrosoft_dynamics_accountsid PK · custom fields → JSON-stringified cells for nested fields
opportunitiesmicrosoft_dynamics_opportunitiesid PK · linked to microsoft_dynamics_accounts
activitiesmicrosoft_dynamics_activitiesISO-8601 text or serial date cells 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 Spreadsheets?

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

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

It runs incrementally — Datrise uses refreshes the tab's rows each run, preserving header order.

Related pipelines

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