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Connectors

Dynamics 365 Finance & Operations

The Microsoft Dynamics 365 Finance & Operations connector makes it easy to bring your Dynamics data into Marquis IQ for reporting and analysis. Your data is loaded into Marquis IQ and can be viewed alongside additional ERP, CRM, and other operational data in one place. 

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

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How the Microsoft Dynamics 365 Finance & Operations Connector Works
Dynamics 365 Finance & Operations is a mid-market ERP platform supporting financial management, supply chain, inventory, light manufacturing, and project accounting. It is commonly adopted by organizations modernizing from Dynamics NAV or GP and serves as a core system of record for operational and financial data.

Microsoft Dynamics 365 Finance & Operations is an enterprise-grade ERP for finance and supply chain operations designed for complex, global organizations.

Why Connect Dynamics 365 Finance & Operations to Marquis IQ

Dynamics 365 logo
Full-suite integration 

Bring in all your Dynamics 365 Finance & Operations data alongside other ERP, CRM, and other 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, ready for dashboards, analytics, and AI-powered insights.

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Supported Dynamics 365 Finance & Operations Data

The connector supports core Dynamics 365 Finance and Operations data domains including general ledger, accounts payable, accounts receivable, procurement, inventory, sales orders, costing data, and company configuration metadata.

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Data Flow and Sync Behavior

 

Data flows from Dynamics 365 Finance & Operations 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 Finance & Operations via Microsoft Fabric
Automated ETL and ELT
✅ Retrieves Dynamics 365 Finance & Operations 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
Getting Started

The Dynamics 365 Finance & Operations connector is available as part of the Marquis IQ platform.

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

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