Data Panda brings your Microsoft Dynamics 365 Sales, Customer Service and Customer Insights data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.
Microsoft Dynamics 365 is a set of business apps that includes Sales, Customer Service, Customer Insights, Field Service and Marketing on the CRM side, and Business Central and Finance & Operations on the ERP side. Organisations that standardised on Microsoft tend to run the whole stack, with the CRM apps connected to Outlook, Teams, Power BI and the shared Dataverse.
The point of pulling Dynamics 365 CRM into a warehouse is that the Microsoft stack is broad and the useful questions cross apps. Sales-order timing from Sales to Business Central, service-ticket volume per account, marketing attribution across Customer Insights, expansion potential from product usage. These live in different apps, and the Power BI workspace that tries to stitch them together rarely survives a year. In a warehouse, Dynamics CRM becomes the commercial spine that lines up cleanly with the rest.
Sales, service and ERP numbers on one account view instead of three Power BI workspaces.
Let Dynamics events drive the rest of the stack without custom Power Automate glue.
Use the full account history for scoring beyond Copilot defaults.
Internal tools on Dynamics data for people without a Dynamics licence.
A list of concrete reports, automations and AI features we have built on MS Dynamics 365 CRM data. Pick the one that matches your situation.
How long between closed-won and booked revenue in BC?
Dynamics opportunity tracked to Business Central sales order, shipment, invoice and paid, with elapsed days at each hop. Shows where the commercial-to-operational handoff lengthens the cycle, per rep, product and subsidiary.
Which service cases are predicting churn this quarter?
Case volume, severity and CSAT over the ninety days before renewal, ranked by account contract value. Surfaces the accounts whose service signal says they are planning to leave before the CRM field says so.
Which marketing campaigns produced customers who paid?
Customer Insights campaign attribution matched to closed-won opportunities and to Business Central invoices twelve months later. Separates campaigns that drove pipeline from campaigns that drove revenue.
Pipeline, order and revenue on one timeline across Dynamics and Business Central. Forecast accuracy is checked against invoiced revenue in the Microsoft ledger, not against CRM stage optimism.
Full account history with sales, service and marketing signal, per rep and territory. Coaching moves from gut feel to the specific activity mix that closed similar deals.
Service case load, field-service utilisation and cross-entity pipeline in one view. Staffing and entity-level allocation decisions are made on actuals, not on the Power BI report nobody updates.
Closed-won Dynamics opportunities create Business Central sales orders with customer, item and pricing mapped in the right entity. Invoice and revenue state flow back to the opportunity, so Sales and Finance read the same cycle in the same stack.
Shopify customer and order history push onto the matching Dynamics 365 account as timeline activity and custom fields. Account managers see which accounts also buy through DTC and can prioritise expansion on full purchase signal.
Open Intercom tickets, recent CSAT and conversation topics land on the Dynamics 365 account as first-class fields. Renewal and QBR reviews see the accounts whose support signal is rising without leaving the CRM.
Aggregate Mixpanel usage signals push onto Dynamics accounts so account executives see adoption and churn risk on the same record as pipeline and service. Expansion conversations start from usage, not from rep optimism.
These are the 2 tables we currently pull from MS Dynamics 365 CRM into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.
Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.
You keep the reporting tool you already have. We connect it to the warehouse where your MS Dynamics 365 CRM data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
Dataverse is the primary path, via the native export to Azure Data Lake or Synapse Link, with Web API as a fallback where the export is not enabled. Custom entities, choice columns and relationship metadata are preserved so reports can use them as first-class fields.
Business unit, team and security-role metadata come across with the data so reporting can mirror the access model that Dynamics itself enforces. Sensitive fields are scoped in the warehouse before they reach a dashboard that was not approved to see them.
We review your MS Dynamics 365 CRM setup and the systems around it. Together we pick the first thing worth building.