Data sources
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Microsoft Dynamic 365

Microsoft Dynamics 365 + Improvado: CRM to Insights

Dynamics 365 sales pipeline, customer data, and opportunity metrics sync to your warehouse. Build unified revenue reporting in Power BI effortlessly.

500+
Data Sources
46K+
Metrics
99.9%
SLA
<5 min
Setup
SOC 2
Type II
Why Improvado

Connect Dynamics 365 with automated integration

Improvado connects to Microsoft Dynamics 365 APIs to extract customer records, sales pipeline data, marketing automation metrics, and service case information automatically. The platform pulls data from multiple Dynamics modules including Sales, Marketing, and Customer Service on scheduled intervals. Your Dynamics 365 data flows directly into BigQuery, Snowflake, Tableau, or other destinations without requiring custom development. Automated data refreshes ensure your analytics reflect real-time business operations and customer interactions.

Microsoft Dynamic 365 Improvado
Snowflake BigQuery Redshift Tableau Power BI AI Agent
46K+ metrics 500+ sources No code Auto-refresh
Your sources
Microsoft Dynamic 365 + 500 more
Marketing Common Data Model
Same metrics
Same schema
Any destination
Unified Data

Unified business data across all systems

Improvado normalizes Dynamics 365 data using the Marketing Common Data Model (MCDM), creating consistent customer records and sales metrics across all your business platforms. This standardization enables comprehensive customer journey analysis by combining CRM data with marketing campaign performance from Google Ads, Facebook, and other channels. Cross-system reporting becomes straightforward when all your data follows the same structure. Teams can track leads from first touch through closed deals without manually reconciling different data formats.

Use Cases

What users ask their Microsoft Dynamic 365 integration

Cross-channel
Track marketing campaign ROI by connecting ad spend to Dynamics 365 closed deals
8 hrs → 15 min
Budget optimization
Analyze sales pipeline performance across regions using unified Dynamics 365 data
5 hrs → 20 min
Executive reporting
Generate executive dashboards combining Dynamics 365 revenue with marketing metrics
Manual → auto
AI Agent Access

Go beyond dashboards — give your AI agent direct access to ad data

Improvado MCP connects your ad platform data to Claude, ChatGPT, Cursor, and any MCP-compatible AI tool. Read metrics, launch campaigns, monitor anomalies — all through one protocol.

Explore MCP →
Ideate
Launch
Measure
Analyze
Report
Iterate
📖

Read

Pull ROAS, CPA, search terms, geo data — across every account and campaign type. Your AI agent handles the API calls.

🚀

Write

Launch campaigns, pause underperformers, adjust bids and budgets. Every action logged, governed, and reversible.

Monitor

Set up CPA alerts, budget pacing watches, and weekly auto-reports. Problems caught before they eat your budget.

40K+
Harmonized metrics
250+
Governance rules
500+
Connectors
40h+
Saved weekly
Works with Claude ChatGPT Cursor Gemini Any MCP Client
99.9% SLA
Data warehouse
Managed storage
Cross-channel
Deep granularity
Attribution

Extract data from 500+ data sources

Connect and manage all your marketing data sources in one platform, both in the cloud or on-premise.

Load data to any data warehouse

Connect multiple data sources and analyze them as if they were a single database.

Combine, map, and normalize data to produce a comprehensive data set surrounding your marketing activities.

Transform your data without SQL skills

Analyze data in
real-time

You can use it directly with your favorite business intelligence tools, ingest it to econometric models and populate the enterprise data warehouse

Get analysis-ready data for marketing analytics

Get all your data in one place instantly

SOC 2 Type II

Auditing procedure that ensures secure management of data.

HIPAA

Complies with Health Insurance Portability
and Accountability Act (HIPAA)

Improvado is GDPR compliant.
GDPR

General Data Protection Regulation (GDPR) Certified

Improvado is CCPA compliant.
CCPA

Complies with California Consumer Privacy Act (CCPA)

Centralize all your marketing data in one place

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You can analyze data from 500+ data sources

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G2 Crowd logo
Capterra logo

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provide all relevant solutions to successfully implement them, and make your job done.

Ahmet Sergen D
Ahmet Sergen D
Regional Digital Manager
Ahmet Sergen D
Regional Digital Manager

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provides all relevant solutions to successfully implement them, and make your job done.

If you consider hiring Improvado, you are also a hiring team that supports you to achieve your goals to become a more data-driven company.

Improvado is helping us to aggregate our paid marketing data from multiple channels and present it in a meaningful way. We are more efficient with reporting our campaign results and have better ideas about what's going on easily.

Read the case study
G2 Crowd logo
Capterra logo

Professional, responsive and willing to go the extra mile to help. They are a solution to connect to most advertising platforms and provide a multitude of metrics from these platforms

They are willing to go the extra mile to attend to your query and help to the best they can.

Helping to connect to various advertising platform such as Google Ads, Facebook, DV360, Trade Desk.

They are a solution to connect to most advertising platform and provide a multitude of metrics from these platforms

Read the case study

Frequently Asked Questions

What Dynamics 365 modules does Improvado support?
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Improvado extracts data from Dynamics 365 Sales, Marketing, Customer Service, and Finance modules. This includes contact records, opportunity data, marketing automation metrics, support cases, and financial transactions.
Can I connect multiple Dynamics 365 environments?
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Yes, Improvado supports connections to multiple Dynamics 365 instances, including separate production, staging, and regional environments. Data from different instances can be combined or kept separate based on your requirements.
How does Improvado handle Dynamics 365 custom fields?
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The platform automatically detects and extracts custom fields from your Dynamics 365 configuration. Custom entities and fields are mapped and normalized alongside standard Dynamics data for consistent reporting.
What destinations work with Dynamics 365 integration?
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Dynamics 365 data can be sent to BigQuery, Snowflake, Redshift, Azure Synapse, and BI tools like Tableau, Power BI, and Looker. The platform also supports direct connections to other business intelligence platforms.
How often does Dynamics 365 data refresh?
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Data refreshes occur automatically based on your configured schedule, typically every 1-6 hours. Real-time sync is available for critical data points like new leads or closed opportunities depending on your plan.
Does the integration affect Dynamics 365 performance?
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No, Improvado uses read-only API connections that don't impact your Dynamics 365 system performance. Data extraction is optimized to minimize API calls and respect Microsoft's rate limits.