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Microsoft Dynamics 365 (Dataverse Web API)

Finance and operations

Built when you ask for it

Sync Microsoft Dynamics 365 account, contact, opportunity, and lead data into your warehouse. Ingest builds this connector the first time a customer asks for it, then keeps the tables current in a data warehouse you own, on the schedule you choose.

The Microsoft Dynamics 365 connector syncs your CRM and business-application data into analytics-ready tables in your data warehouse. Pull accounts, contacts, opportunities, leads, and incidents from the Dataverse Web API — the shared OData layer underneath Sales, Customer Service, and other Dynamics 365 apps — with Ingest handling auth, pagination, and retries so the tables stay current.

What you would get

Each of these arrives as its own table, kept current on the schedule you choose:

  • Accounts
  • Contacts
  • Opportunities
  • Leads
  • Incidents

How it gets built

  1. Choose Microsoft Dynamics 365 (Dataverse Web API) when you set up a pipeline, with the warehouse it goes to and a schedule.
  2. Ingest reads Microsoft Dynamics 365 (Dataverse Web API)'s documentation, and you choose the tables you want.
  3. Ingest builds the connector and tests it against Microsoft Dynamics 365 (Dataverse Web API) itself.
  4. A person at Ingest reviews and publishes it, and your pipeline starts on its own.

What you will need

OAuth 2.0 (Microsoft Entra ID app registration). Register an Entra ID app, then use delegated user consent or a Dataverse application user bound to a client secret for server-to-server access.

You enter it once, in a form in Ingest, and it is kept in a secret store set aside for your organization.

Questions

Does Ingest have a Microsoft Dynamics 365 (Dataverse Web API) connector?
Not as a finished connector yet. Ingest builds it from Microsoft Dynamics 365 (Dataverse Web API)'s own documentation the first time a customer asks, tests it against the real service, and lists it once it passes.
Which warehouses can Microsoft Dynamics 365 (Dataverse Web API) data go to?
Amazon S3, Google Cloud Storage, Azure Blob Storage, Apache Iceberg, Ingest Managed Lakehouse, MotherDuck, Postgres, Amazon Athena, Databricks, Redshift, BigQuery, ClickHouse, MySQL / generic SQL and Snowflake, in an account you own.
Do I need to write code?
No. Ingest builds, runs and maintains the connector. Someone with access to your warehouse connects it once, following a short guide.

Microsoft Dynamics 365 (Dataverse Web API) API documentation: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/overview

Setting up the destination is its own short guide, one per warehouse or lake: Amazon S3, Google Cloud Storage, Azure Blob Storage, Apache Iceberg, Ingest Managed Lakehouse, MotherDuck, Postgres, Amazon Athena, Databricks, Redshift, BigQuery, ClickHouse, MySQL / generic SQL, Snowflake.

Other sources Ingest connects for ERP teams: SAP, Oracle NetSuite, Microsoft Dynamics 365, Workday, Odoo, Acumatica.

Request Microsoft Dynamics 365 (Dataverse Web API)