Microsoft Dynamic 365 Integration

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.

SOC 2 Type II
1,000+ Data Sources
Any Warehouse or BI Tool
A
Improvado Agent
Connected to Microsoft Dynamic 365
What's our Microsoft Dynamic 365 performance this month vs last?
This month's blended ROAS is 4.2x, up from 3.8x last month (+10.5%).

Top performer: Brand campaigns at 8.1x ROAS.
Pause any ad groups under 1.5x ROAS
Found 7 ad groups below threshold. Pausing now — estimated savings: $12,400/mo.
Trusted by data-driven teams
DockerOMDhimsillyMattelASUSActivision
1,000+
Integrations
200+
Microsoft Dynamic 365 Fields
99.9%
SLA Uptime
<5 min
Setup
SOC 2
Type II
Improvado Key Takeaways

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.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Microsoft Dynamic 365 API
15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query, write, and monitor Microsoft Dynamic 365 through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.
Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.
How it works

From connection to autonomous action in three steps

1

Connect

Authenticate Microsoft Dynamic 365 via OAuth in under 5 minutes. Improvado normalizes your data across 1,000+ sources automatically.

2

Ask

Your AI agent queries Microsoft Dynamic 365 performance in natural language. Trends, anomalies, cross-channel comparisons — one conversation.

3

Act

The agent pauses underperformers, adjusts settings, generates executive reports, and monitors anomalies — every action logged.

Microsoft Dynamic 365 is a suite of business applications that helps companies to run their businesses and gives them better results through the use of AI-driven insights from their data. It contains a full suite of business applications for use by:

  • Sales teams;
  • Marketing teams;
  • Service teams;
  • Finance teams;
  • Operations teams;
  • Commerce teams;
  • HR.

Although these apps are all designed to work separately, they’re even more effective if used together. Companies are also able to integrate their data in the various applications with hundreds of pre-built connectors to popular data platforms. As a result, companies can access their data from within office collaboration tools, databases, external systems, and other platforms.

Some of the benefits of using Microsoft Dynamic 365 include:

  • Companies can have a single view of their customers, which allows them to improve the productivity and performance of their sales teams.
  • Companies are able to create better customer experiences, keep with the trends in the market, and nurture the right leads.
  • Companies can significantly improve their business processes and their efficiency in HR, supply chain management, operations, and finance. This also allows them to decrease their expenses, which ultimately means they’re more profitable.

Use Cases

What teams ask their AI agent about Microsoft Dynamic 365

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →
A
Improvado Agent Analysis

Track marketing campaign ROI by connecting ad spend to Dynamics 365 closed deals

Your AI agent analyzes Microsoft Dynamic 365 data and delivers actionable insights — automatically, in seconds.

8 hrs → 15 min
A
Improvado Agent Cross-channel

Analyze sales pipeline performance across regions using unified Dynamics 365 data

Your AI agent analyzes Microsoft Dynamic 365 data and delivers actionable insights — automatically, in seconds.

5 hrs → 20 min
A
Improvado Agent Reporting

Generate executive dashboards combining Dynamics 365 revenue with marketing metrics

Your AI agent analyzes Microsoft Dynamic 365 data and delivers actionable insights — automatically, in seconds.

Manual → auto
AI Agent Access

Your agent doesn't just read Microsoft Dynamic 365 — it acts on it

Read

Pull metrics, dimensions, and trends from Microsoft Dynamic 365 — across every account and campaign. Your AI handles the query.

Write

Launch campaigns, pause underperformers, adjust settings. Every action logged and governed.

Monitor

Anomaly alerts, budget pacing watches, weekly auto-reports. Problems caught before they burn budget.

Query, write, and monitor Microsoft Dynamic 365 through Claude, ChatGPT, Cursor, or any MCP client. Every action is logged and governed.

Claude ChatGPT Cursor Gemini Any MCP Client
Improvado Agent · Microsoft Dynamic 365
You
Show top 5 campaigns by performance this month
A
Top campaigns
Campaign Spend ROAS
Brand — Exact $4,200 8.1x
Non-Brand $12,800 4.7x
Retargeting — 30d $3,100 4.2x
Competitor $8,400 3.1x
DSA — Blog $2,600 2.8x
5 campaigns · $31,100 total spend · avg 4.6x ROAS
You
Pause all ad groups below 1.5x ROAS
A
7 ad groups paused
Estimated savings: $12,400/mo
Destinations

Send Microsoft Dynamic 365 data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

SOC
SOC 2 Type II Audited data management
H
HIPAA Healthcare compliance
EU
GDPR EU data protection
CA
CCPA California privacy
Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Microsoft Dynamic 365 as one of 1,000+ integrated sources.

Feature Improvado Supermetrics Funnel.io Fivetran
Data fields extracted 200+ ~90 ~120 ~80
Total integrations 1,000+ ~150 ~500 ~300
Cross-channel normalization (CDM) ✓ Built-in ✗ Manual ● Basic mapping ✗ Raw only
AI Agent access (MCP) ✓ Read, Write, Monitor
Data warehouse destinations ✓ 16+ warehouses & BI tools Sheets, Looker, BigQuery BigQuery, Snowflake, Redshift ✓ Broad warehouse support
Refresh frequency Every 15 min Scheduled triggers Daily / 6hr Every 15 min (premium)
SOC 2 Type II & HIPAA ✗ SOC 2 only ✓ SOC 2
Best for Teams that want an AI agent, not a pipeline Small teams, spreadsheets Mid-market, data teams Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

What Dynamics 365 modules does Improvado support?
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?
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?
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?
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?
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?
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.