Dynamics 365

Customer Insights Data Integration

via SSIS Integration Toolkit

Integrate and migrate data to and from Dynamics 365 Customer Insights with any other application or data source including HubSpot, Trello, Google Analytics, and SurveyMonkey, to name just a few.

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Dynamics 365 Customer Insights data integration with KingswaySoft's SSIS Integration Toolkit

What other applications can you sync with Dynamics 365 Customer Insights?
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For customer data and engagement platforms, keeping Dynamics 365 Customer Insights data connected across systems is important for reporting, automation, analytics, and business visibility. KingswaySoft helps businesses retrieve and write Customer Insights data through dedicated REST Source and Destination components within SSIS.

Synchronize Customer Data

Synchronize Dynamics 365 Customer Insights with CRM, ERP, database, warehouse, reporting, and operational systems so customer-related data remains current across applications. Retrieve data from available source objects and endpoints, apply filter parameters, select additional returned fields, and control datetime output using UTC or local timezone settings.

Synchronize Dynamics 365 Customer Insights data with CRM and business systems using SSIS

Dynamics 365 Customer Insights integration with connected customer data

Support Customer Data Workflows

Write data to Dynamics 365 Customer Insights using supported destination objects and actions. Map upstream SSIS fields to Customer Insights REST fields, configure input timezone settings, and refresh component metadata when objects, actions, or fields change.

Replicate Data

Dynamics 365 Customer Insights data replication for archival and business intelligence

Data Archival

Retrieve Dynamics 365 Customer Insights data into SSIS for archival, reporting, and downstream processing. Use source objects, endpoints, filter parameters, and selected fields to control the data that is extracted.

Retrieve Dynamics 365 Customer Insights data for analytics and data warehouse use

Data Analytics

Prepare Dynamics 365 Customer Insights data for BI and analytics across reporting platforms. Use SSIS workflows to move retrieved data into databases, warehouses, and other reporting destinations.

Customer Insights Data Integration is available in SSIS Integration Toolkit

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Key Features

Connect to Dynamics 365 Customer Insights using a Subscription Key and supported OAuth authentication settings.
Authenticate using Authorization Code, Client Credentials, or Certificate authentication.
Configure PKCE and store OAuth token files using file-system paths or Azure Blob Storage SAS URLs.
Use certificates from the Windows Certificate Store or file system, with Azure Blob Storage SAS URL support for certificate paths.
Apply filter parameters, output timezone settings, and selected field output when retrieving data.
Write to Dynamics 365 Customer Insights using supported destination objects and actions.
Use child inputs and Link ID fields when writing hierarchical REST data structures.
Use error outputs, the _Dynamics365CustomerInsightsId output field, and HTTP diagnostics output columns to review and troubleshoot write operations.

Dynamics 365 Customer Insights Connector features in the SSIS Integration Toolkit

Customer Insights Data Integration Made Easy

Our solution is easy to use, offering codeless integration between Dynamics 365 Customer Insights and other applications, databases, and business systems. Built for Microsoft SQL Server Integration Services, KingswaySoft's Dynamics 365 Customer Insights integration solution helps teams retrieve and write data through REST Source and Destination components. With support for Subscription Key configuration, Authorization Code, Client Credentials, Certificate authentication, PKCE, filtering, metadata refresh, error redirection, and HTTP diagnostics, users can build Customer Insights integrations with greater control and visibility.

Our Dynamics 365 Customer Insights integration solution is available within the REST components of our SSIS Integration Toolkit, a large collection of premium and unique ETL tools to enable greater development productivity. We also offer several additional connectivity solutions to easily integrate Dynamics 365 Customer Insights with applications such as Marketo, Salesforce, NetSuite, and many more.

See our full product offerings for more information.

More SSIS Marketing Components

Our Marketing components make it easy to integrate with different services within the ETL process. Each service available has specific components that have been developed to work with all the intricacies of that particular Marketing service. In addition to Dynamics 365 Customer Insights, we support the following Marketing applications:

Act-On

ActiveCampaign

Azure Maps

Brevo (Sendinblue)

Constant Contact

Drift

Emfluence

Eventbrite

Facebook Business

Hubspot

GetResponse

JotForm

Keap (Infusionsoft)

LinkedIn Business

MailChimp

Mailgun

Mailjet

Marketo

Microsoft Dynamics 365 Marketing

Oracle Eloqua

Oracle Marketing Cloud

Salesforce Pardot

Salesforce Marketing Cloud

SendGrid

Snapchat Business

TikTok Business

Typeform

X (Twitter)

Zoho Campaigns

Get In Touch

If you would like to know more specific details about our solutions, or if you have any suggestions about our product offerings, we are always here to listen and help!