Custodea
Source connector

Bring your Microsoft Dynamics 365 data into your own EU data lake.

Microsoft Dynamics 365 is Microsoft's CRM and marketing suite, built on Dataverse. Sales and Customer Insights Journeys data from Dataverse.

Live6 objectsRead-onlyEU-hosted
One connector

What Microsoft Dynamics 365 does in Custodea

§01
Lands in your own lake

Microsoft Dynamics 365 data is written to storage that belongs to your organisation only, in European data centres.

§02
Read-only access

We never write back into Microsoft Dynamics 365. The connector asks for the narrowest read permissions available.

§03
Syncs on a schedule

After the first full load, Custodea keeps your copy current on your plan's schedule, without you lifting a finger.

§04
Query it with any tool

Read your Microsoft Dynamics 365 data from Power BI, Excel, dbt or an AI agent over standard PostgreSQL, next to your other sources.

Specifications

What to know before you connect Microsoft Dynamics 365

Status
Live
Category
CRM & sales
Authentication
API client credentials
Sync
Scheduled, full first load
Storage
Your own bucket, EU data centres
Access
Read-only
What we sync
AccountsContactsLeadsOpportunitiesActivitiesMarketing journeys
Setup

Connected in three steps

  1. 1In your Custodea dashboard, go to Connections → Add and pick Microsoft Dynamics 365.
  2. 2Enter the API client ID and secret you created in Microsoft Dynamics 365.
  3. 3Select what to pull. The first sync starts straight away.

More CRM & sales connectors

Connectors →
Missing a system?

Tell us what you run.

We add new connectors every month, and customer requests decide the order. Tell us which system you need and what you want to do with its data.

Request a connector →