Connect Microsoft Dynamic 365 to Metabase Automatically

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What is Microsoft Dynamic 365?

Microsoft Dynamic 365 is a comprehensive suite of business applications that help large enterprises streamline their operations and drive growth. By leveraging artificial intelligence (AI), Microsoft Dynamic 365 enables businesses to make data-driven decisions, improve customer relationships, and optimize workflows across marketing, sales, and customer service. The platform offers a wide range of capabilities, including CRM, ERP, and marketing automation.

What is Metabase?

Metabase is an open-source, user-friendly data visualization tool that simplifies the process of analyzing and understanding data. With its intuitive interface, Metabase allows enterprise companies to create custom dashboards and reports without any coding or complex queries. Users can explore data, ask questions, and share insights across the organization, fostering a data-driven culture. Metabase also supports a wide range of data sources, making it a flexible choice for businesses looking to consolidate their data in one place.

Connecting Microsoft Dynamic 365 to Metabase

There are several ways to connect Microsoft Dynamic 365 to Metabase:

  • Use a custom API integration: Develop a custom integration using Microsoft Dynamic 365's API, pulling data from the platform and pushing it into Metabase. This method requires programming skills and knowledge of both API and data formats.
  • Export data manually: Export data from Microsoft Dynamic 365 to a CSV or Excel file and then import it into Metabase. This approach can be time-consuming and prone to errors, especially if you need to sync data regularly.
  • Use a third-party ETL (Extract, Transform, Load) tool: Several ETL tools are available in the market that can connect Microsoft Dynamic 365 and Metabase. Choose a tool that supports both platforms, configure the connection, and schedule data sync. However, ETL tools might not offer full customization and might require additional maintenance.
  • Utilize Improvado's data connector: Improvado offers a seamless and efficient way to connect Microsoft Dynamic 365 to Metabase, eliminating the need for manual exports or custom integrations. With Improvado, you can easily sync data between the platforms, ensuring data accuracy and enabling real-time insights.

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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 Metabase with Improvado

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

  • Scalability: Improvado's platform is designed to handle large volumes of data, making it ideal for enterprise companies with extensive data sources.
  • Customization: Improvado offers a high level of customization, allowing businesses to tailor the data connector to their specific needs, including custom metrics and dimensions available in Microsoft Dynamic 365.
  • Quality support: Improvado's dedicated customer support team ensures that businesses can quickly resolve any issues and get the most out of their integration.
  • Data centralization: With Improvado, businesses can centralize their marketing and sales data in Metabase, making it easier to analyze and visualize data from multiple sources.

Summary of connection Microsoft Dynamic 365 to Metabase

In summary, connecting Microsoft Dynamic 365 and Metabase is essential for enterprises looking to make data-driven decisions and streamline their workflows. While there are several ways to connect the platforms, Improvado offers the most efficient and scalable solution, with a high level of customization, quality customer support, and the ability to process large volumes of data. To see how Improvado can help your business, 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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