Microsoft Dynamics 365 → Yellowfin
AI-first ETL from Microsoft Dynamics 365 into Yellowfin. Governed entities, incremental sync, typed landing tables.
How Datrise loads Microsoft Dynamics 365 into Yellowfin
Datrise syncs Microsoft Dynamics 365's accounts, opportunities, activities, and enterprise CRM process data into Yellowfin as warehouse tables Yellowfin builds views on. Flexible or custom fields land in flattened columns, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts. Yellowfin views reference columns by name, so Datrise lands stable, well-typed columns to keep reports valid.
Ideal for dashboards with automated data storytelling.
Endpoints
Microsoft Dynamics 365: Microsoft enterprise CRM and ERP suite.
Yellowfin: BI suite with dashboards, automated insights, and data storytelling.
How Microsoft Dynamics 365 entities map to Yellowfin
| Microsoft Dynamics 365 entity | Yellowfin object | Notes |
|---|---|---|
| accounts | microsoft_dynamics_accounts | id PK · custom fields → flattened columns |
| opportunities | microsoft_dynamics_opportunities | id PK · linked to microsoft_dynamics_accounts |
| activities | microsoft_dynamics_activities | date/time dimensions 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 Yellowfin?
Flexible values are stored as flattened columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Yellowfin types.
How does the Microsoft Dynamics 365 to Yellowfin sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
More destinations for Microsoft Dynamics 365
- Microsoft Dynamics 365 → PostgreSQL
- Microsoft Dynamics 365 → MySQL
- Microsoft Dynamics 365 → Microsoft SQL Server
- Microsoft Dynamics 365 → Oracle Database
- Microsoft Dynamics 365 → Snowflake
- Microsoft Dynamics 365 → Google BigQuery
- Microsoft Dynamics 365 → Amazon Redshift
- Microsoft Dynamics 365 → Databricks SQL Warehouse
- Microsoft Dynamics 365 → ClickHouse
- Microsoft Dynamics 365 → DuckDB
- Microsoft Dynamics 365 → Amazon Athena
- Microsoft Dynamics 365 → Amazon S3 Data Lake
Early access
Connect Microsoft Dynamics 365 to Yellowfin the easy way
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