How to connect Microsoft Dynamics 365 to Preset.io

Discover how to get data from Microsoft Dynamics 365 (and from other sources) into Preset.io by locating it into your data warehouse that is connected to Preset.io.
Load your Microsoft Dynamics 365 data into your central data warehouse to analyze it with Preset.io.
To analyze Microsoft Dynamics 365 data with Preset.io, Pipes provides you with fast and easy access to all your data by automatically loading it in your data warehouse. Always up-top-date, no performance issues, without writing a single line of code.
1

Connect your data warehouse

It will be the central database for your Microsoft Dynamics 365 data. Pipes supports the most popular relational data warehouses in the cloud and on-premises.
2

Connect to Microsoft Dynamics 365

You just need to enter the associated credentials to allow Pipes access to the Microsoft Dynamics 365 API.
3

Create a data pipeline

Create a pipeline from Microsoft Dynamics 365 to your central data warehouse. The pipeline will run automatically on your defined schedule, so you will always have fresh data available.
4

Access your Microsoft Dynamics 365 data with Preset.io

Connect Preset.io to your data warehouse. You will see your Microsoft Dynamics 365 data there in form of standardized tables. Now you can analyze your data without performance issues!

About Microsoft Dynamics 365

Microsoft Dynamics 365 is a product line of customer relationship management (CRM) and enterprise resource planning (ERP) applications. Microsoft Dynamics 365 contains several core modules like Sales, Marketing, Customer Service, Field Service, Talent (HR), Finance and Operation, Operation Leaders, Retail, Project Service Automation and more. Our MS Dynamics 365 connectors enable access to all CRM and ERP data from all related Microsoft Dynamics 365 applications.

What our Microsoft Dynamics 365 connector provides

About Preset.io

Preset is an open analytics data platform, built on Apache Superset™, that makes any team productive with data. With an intuitive visual interface, Preset empowers users to explore and analyze their data.

Your benefits with Pipes

Get central access to all your data

Access data from 200+ data sources with our ready-to-use connectors and replicate it to your central data warehouse.

Automate your data workflows

Stop manually extracting data and automate your data integration without any coding. We maintain all pipelines for you and cover all API changes!

Enable data-driven decision-making

Empower everyone in your company with consistent and standardized data, automate data delivery and measure KPIs across different systems.