Connect Microsoft Dynamic 365 to Excel Power Query to Get Analysis-Ready Data

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What is Microsoft Dynamic 365?

Microsoft Dynamic 365 is a comprehensive suite of business applications designed to help large enterprises streamline their operations and make data-driven decisions. This cloud-based solution offers various modules, such as sales, customer service, marketing, and finance, providing a robust platform to enhance productivity, collaboration, and performance across the organization. With its advanced analytics capabilities, Microsoft Dynamic 365 can help companies gain valuable insights, optimize processes, and drive growth.

What is Excel Power Query?

Excel Power Query is a powerful data transformation and analysis tool that enables enterprise companies to connect, combine, and refine data from multiple sources with ease. This feature, available in Microsoft Excel, allows users to create custom reports and visualizations, helping businesses to uncover hidden patterns, trends, and insights. By leveraging the capabilities of Excel Power Query, companies can make more informed decisions and improve their overall performance.

Connecting Microsoft Dynamic 365 to Excel Power Query

There are several ways to connect Microsoft Dynamic 365 to Excel Power Query:

  • Use the built-in connector in Excel Power Query: Microsoft provides a native connector that allows users to establish a connection between Microsoft Dynamic 365 and Excel Power Query seamlessly.
  • Export data from Microsoft Dynamic 365: Another option is to export the data from Microsoft Dynamic 365 as a CSV or Excel file and then import it into Excel Power Query for further analysis.
  • Utilize third-party tools: Several third-party tools and services offer integration options to connect Microsoft Dynamic 365 with Excel Power Query, such as data connectors and adapters that can simplify the process.
  • Develop custom integration: Large enterprises with specific requirements and complex data needs may develop custom integration using APIs or other programming methods to connect Microsoft Dynamic 365 to Excel Power Query.
  • Connect Microsoft Dynamic 365 to Excel Power Query with Improvado: As an alternative to the traditional methods mentioned above, enterprises can benefit from using Improvado, an advanced marketing analytics platform that offers a complete data pipeline solution, covering data extraction and load (EL), data transformation and normalization, and data visualization.

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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
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Connecting Microsoft Dynamic 365 to Excel Power Query with Improvado

Improvado stands out as the best solution to connect Microsoft Dynamic 365 to Excel Power Query for several reasons:

First, it offers a seamless integration process, allowing users to quickly and easily connect their Microsoft Dynamic 365 data to Excel Power Query without the need for complex configurations or custom development.

Second, Improvado provides a comprehensive data dictionary that includes a wide range of metrics and dimensions that can be automatically extracted from Microsoft Dynamic 365, ensuring that users have access to all relevant data for their analysis and reporting needs.

Third, Improvado is built to handle large volumes of data, making it an ideal solution for enterprises that require fast and reliable data processing capabilities.

Lastly, Improvado offers a high level of customization and scalability, allowing companies to tailor their data pipeline according to their specific needs and requirements, ensuring a streamlined and efficient data workflow.

Summary of connection Microsoft Dynamic 365 to Excel Power Query

In summary, connecting Microsoft Dynamic 365 to Excel Power Query can help enterprise companies unlock valuable insights and make data-driven decisions. While there are several ways to establish this connection, using Improvado as a data pipeline solution offers numerous advantages, such as scalability, customization, high-quality customer support, and the ability to process large volumes of data. Furthermore, Improvado enables businesses to centralize their marketing and sales data, providing a robust and comprehensive platform for enhanced data analysis and visualization.

To learn more about how Improvado can help your organization connect Microsoft Dynamic 365 to Excel Power Query, book a call with one of our experts 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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