Connectors

Dynamics 365 Customer Engagement CRM

The Dynamics 365 Customer Engagement CRM connector makes it easy to bring your Dynamics 365 Customer Engagement data into Marquis IQ for reporting and analysis. Your data is loaded into Marquis IQ and can be viewed alongside additional ERM, CRP, and other operational data in one place.

Multiple CRM environments? No problem. Marquis IQ provides the best option for bringing them together into a single, consolidated view through one tool.

How the Dynamics 365 Customer Engagement CRM Connector Works

Microsoft Dynamics 365 Customer Engagement CRM is a customer relationship management platform supporting sales, marketing, customer service, and account management.

It is commonly used as the system of record for customer, contact, opportunity, and activity data, and is frequently paired with ERP systems to support quote-to-cash, customer analytics, and revenue intelligence.

Why Connect Dynamics 365 Customer Engagement CRM to Marquis IQ

Full-suite integration

Bring in Dynamics 365 Customer Engagement data alongside other business systems.

Direct Excel integration

Stop wasting time loading exports, build your Excel pivots and charts once, refresh anytime for ultimate efficiency.

Custom fields

Bring in all standard and custom fields into your data for unlimited analysis.

Full-featured data visualization

Empower your analysts with seamless compatibility across enterprise BI platforms. PowerBI? Yes. Tableau? Of course.

One Source of Truth

Combine system data with other operational data for comprehensive KPIs across your business.

Decision-ready Data, Out of the Box

No more wrestling with exports, CSVs, or mismatched formats. Marquis IQ cleans, normalizes, and enriches data automatically.

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Supported Dynamics 365 Customer Engagement Data

The connector supports common Dynamics 365 Customer Engagement data, including leads, opportunities, accounts, contacts, activities, and customer engagement data.

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Data Flow and Sync Behavior

Data flows from Dynamics 365 Customer Engagement into Marquis IQ. Syncs run on a schedule and use incremental updates to keep data current. Historical data is retained so you can report across time periods.

Connector Features

Capability

Web API Connection

Description

Connects to Dynamics 365 Customer Engagement via Web API

Automated ETL and ELT

Retrieves Dynamics 365 Customer Engagement data on a scheduled basis

Structured Data Mapping

✅ Loads data into standardized tables within Marquis IQ

Incremental Data Updates

✅ Syncs new and updated records efficiently

Historical Data Retention

✅ Maintains historical records for reporting and analysis

Analytics-Ready Data

✅ Provides structured data for dashboards and reporting

Cross-System Integration

✅ Supports analysis alongside ERP, CRM, and operational data

BI Tool Support

✅ Makes data available to external reporting and BI tools (Tableau, PowerBI, Excel)

No-Code Configuration

✅ Allows connector setup without engineering involvement

Pipeline Visibility

✅ Provides visibility into data sync activity

The Dynamics 365 Customer Engagement connector is available as part of the Marquis IQ platform.

Contact Marquis Data to learn more about connector availability and configuration options.