Microsoft Dynamics 365 Sales
by Microsoft
Microsoft Dynamics 365 Sales stores its pipeline in Dataverse: leads and their qualification, accounts and contacts, opportunities with estimated revenue and close dates, quotes with revisions and discounts, and the phone calls, emails and appointments logged as activities. Copying those tables into DataMind puts the sales view next to finance and service data, so quoted revenue can be checked against what was invoiced and what service later cost.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- OData API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Accounts
- Contacts
- Leads
- Opportunities
- Quotes
- Activities
Model Microsoft Dynamics 365 Sales accounts once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other Microsoft Dynamics 365 Sales data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Microsoft Dynamics 365 Sales uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Microsoft if you need help.
04Questions
Questions you can answer.
Once Microsoft Dynamics 365 Sales data is in your Lake, ask an AI Mind in plain words or build the answer in DataPrism BI.
- What share of leads are qualified, and how many days does qualification take, by lead source?
- How many quote revisions does a won opportunity go through, and how does the final discount compare with the first quote?
- Which owners log fewer phone calls and appointments on opportunities that end up lost?
- How does weighted pipeline by business unit compare with actual revenue closed each quarter?
- Which accounts have open opportunities whose estimated close date has already passed?
05How it works
How it works in DataMind.
-
Pick Microsoft Dynamics 365 Sales.
Open Lake, pick Microsoft Dynamics 365 Sales in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Microsoft Dynamics 365 Sales API docs.
-
Answer a few questions.
The AI reads the Microsoft Dynamics 365 Sales documentation, then asks which credentials you will use, which data to sync (for example accounts and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Microsoft Dynamics 365 Sales data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
06Pairs
Works well with Microsoft Dynamics 365 Sales.
Sources teams join with Microsoft Dynamics 365 Sales in the Warehouse, each one connected the same way.
-
Dynamics 365 Business Central How much quoted and won revenue turned into posted sales invoices, and where does it leak? -
LinkedIn Sales Navigator Do accounts with active Sales Navigator outreach produce more qualified leads? -
Dynamics 365 Customer Service Do accounts with many open service cases close fewer renewal or upsell opportunities?
07Related
