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.
What other applications can you sync with Dynamics 365 Customer Insights?
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Customer profile, interaction, and audience data often need to connect with CRM, marketing, reporting, and operational systems to support more informed business processes. Integrating Dynamics 365 Customer Insights with other platforms helps teams keep customer data better aligned throughout the organization.
Synchronize Customer Data
Sync Dynamics 365 Customer Insights with your CRM, marketing platform, analytics tools, or other applications so customer profile, segment, and interaction records remain current. This gives marketing, sales, and operations teams better visibility into the data they rely on every day.
Automate Business Processes
Customer data platforms deliver more value when they stay connected with the rest of the business. When customer or engagement data changes in another system, Dynamics 365 Customer Insights can be updated automatically. When profiles, segments, or interaction records are created or updated in Dynamics 365 Customer Insights, related processes in reporting, marketing, or operational systems can continue with less manual effort.
Replicate Data
Data Archival
Easily replicate data from Dynamics 365 Customer Insights for data archival and warehousing requirements.
Data Analytics
Easily retrieve data from Dynamics 365 Customer Insights so it is available for your choice BI and Analytics platform.
Customer Insights Data Integration is available in SSIS Integration Toolkit
Download Purchase Help ManualUnique Features
- Dedicated REST Connection Manager with secure authentication options, including Authorization Code, Client Credentials, and Certificate.
- Token file path supports Azure Blob Storage SAS URLs for flexible token management.
- Advanced filtering capabilities with customizable parameters for refined data retrieval.
- Child input support for writing parent-child object relationships in destination components.
- Comprehensive error handling, including orphaned child record redirection and row-level error outputs.
- HTTP diagnostics output columns available for full visibility into API request/response activity.
Customer Insights Data Integration Made Easy
Our solution is easy to use, offering code-less integration between Dynamics 365 Customer Insights and virtually any other application or database system. Our solution is built utilizing Microsoft SQL Server Integration Services (SSIS), a performant and flexible ETL platform, allowing your team to take advantage of the technologies and skills they already have. The drag-and-drop user interface makes it easy to set up powerful integration within a matter of minutes.
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.
Additional 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:
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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!
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