Every entity, discovered live
Standard and custom Dataverse entities appear from your environment's own metadata, not a fixed list.
Microsoft Dynamics 365
Polytomic connects Microsoft Dynamics 365 to your data warehouse, databases, and SaaS tools for CRM ETL and reverse ETL. Replicate any Dataverse entity, including custom ones, into your data warehouse and other systems, and push scores and product usage back onto contacts and leads, without writing code.
Incremental on modified time
Entities carrying a modified timestamp resume from a checkpoint rather than being reread.
Writes beyond contacts and leads
Model syncs write to eligible Dataverse entities, including activities, and can map From, To, CC, and other recipient roles.
Example workflows
Replicate Dataverse entities into your data warehouse
What you can sync
Move data between Microsoft Dynamics 365 and your data warehouse, databases, and SaaS tools. Reads cover your whole Dataverse environment. Model syncs write to the entities your environment makes writable, including activities such as email, appointment, phone call, and task.
From Microsoft Dynamics 365
Any readable Dataverse entity, standard or custom
Accounts, contacts, leads, and opportunities
Fields discovered from your environment's metadata
Incremental reads on entities carrying a modified timestamp
To Microsoft Dynamics 365
Contacts and leads
Activities such as email, appointment, phone call, and task
Recipient and attendee roles mapped to existing records
Create, update, and create or update
How it works
Connect Dynamics 365 with Microsoft sign in and Polytomic reads your environment's own metadata to build the object list. Every Dataverse entity the authorizing user can see appears, including custom entities your team defined, with their fields typed from the same metadata.
The two directions differ in how they are scoped. Reads cover the whole environment through bulk syncs. Writes use model syncs and go to the entities your environment exposes as writable, including activities such as email, appointment, phone call, and task, with recipient and attendee roles mapped to existing records by ID or lookup field. What is available depends on your Dataverse metadata and permissions.
- Connect Dynamics 365 with Microsoft OAuth
- Entities and fields discovered live from your Dataverse environment
- Read any entity the authorizing user has access to, custom ones included
- Sync incrementally on entities that carry a modified timestamp
- Write contacts and leads with create, update, and create or update
- Monitor sync health, record volume, and failures from one interface
How to set up
Sign in with Microsoft to authorize Polytomic against your Dynamics environment. Entity and field discovery then runs against your environment's metadata, so what appears reflects what that account can actually see. Permissions on the authorizing user are the main thing determining your object list.
How to get connected
- 1In Polytomic, navigate to Connections, then Add Connection, then Microsoft Dynamics 365
- 2Sign in with Microsoft and authorize access to your environment
- 3Test the connection and review the discovered entities
- 4For reads, select the entities you want and choose a destination
- 5For writes, build a model and map fields to contacts or leads
- 6Set an identity field, pick a write mode, and click Save
See the documentation for full setup details.
Frequently asked questions
Why teams choose Polytomic
No engineering required
Set up and manage syncs without writing code.
Flexible data modeling
Use SQL to define exactly what data gets synced.
Handles scale automatically
Supports large datasets with incremental syncs and bulk APIs.
Start syncing your data with Microsoft Dynamics 365 in minutes
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