Connect Microsoft Dynamic 365 to Chartio Without SQL

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What is Microsoft Dynamic 365?

Microsoft Dynamic 365 is a suite of enterprise-level business applications that combines CRM and ERP tools to manage customer relationships, operations, finance, sales, and marketing. Large companies benefit from using Microsoft Dynamic 365 as it provides a comprehensive and unified solution to streamline business processes, improve operational efficiency, and gain valuable insights to drive better decision-making.

What is Chartio?

Chartio is a powerful business intelligence (BI) and data visualization platform that enables enterprises to explore, analyze, and visualize their data in real-time. With its intuitive, drag-and-drop interface and extensive library of pre-built data connectors, Chartio allows businesses to create custom dashboards and reports quickly, without the need for technical expertise. Companies benefit from using Chartio as it empowers teams across the organization to make data-driven decisions and uncover actionable insights.

Connecting Microsoft Dynamic 365 to Chartio

Connecting Microsoft Dynamic 365 to Chartio can be accomplished in several ways:

  • Use Chartio's native connector for Microsoft Dynamic 365. This option allows for a seamless and direct connection between the two platforms, making it easy to extract and visualize data.
  • Export data from Microsoft Dynamic 365 to a CSV file, and then import the file into Chartio. This method requires manual effort to export and import data, and may be more suitable for one-time or infrequent data transfers.
  • Build a custom integration using Microsoft Dynamic 365's API. This option requires technical expertise, as it involves programming a solution to extract data from Microsoft Dynamic 365 and load it into Chartio.
  • Utilize a third-party data integration tool or service. These tools can help automate the process of extracting and loading data from Microsoft Dynamic 365 to Chartio, but may come with additional costs and complexities.
  • Choose Improvado as your data connector, which simplifies the process of extracting and loading data from Microsoft Dynamic 365 to Chartio, and offers additional benefits compared to other methods. Learn more about Improvado's data extraction capabilities.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Microsoft Dynamic 365 to Chartio with Improvado

Improvado is the best solution to connect Microsoft Dynamic 365 to Chartio because it provides a seamless and robust integration with minimal effort. With Improvado, you can extract data from a wide range of metrics and dimensions available in Microsoft Dynamic 365 and load it into Chartio for visualization and analysis. Discover more about the available metrics and dimensions that can be extracted from Microsoft Dynamic 365 using Improvado. This data connector also offers superior scalability and customization options, allowing you to handle large volumes of data and tailor the integration to your specific needs. Additionally, Improvado provides high-quality customer support to help you with any issues or questions that may arise during the integration process.

Summary of connection Microsoft Dynamic 365 to Chartio

In summary, connecting Microsoft Dynamic 365 and Chartio is made easy and efficient with Improvado. This advanced marketing analytics platform offers a complete data pipeline, from data extraction to data visualization, enabling businesses to centralize marketing and sales data for better decision-making. Improvado's solution is highly scalable, customizable, and capable of processing large volumes of data, making it the ideal choice for enterprise-level organizations. Furthermore, the platform's high-quality customer support ensures a smooth integration experience. To explore how Improvado can help your business, book a call today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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