Unlock the Full Potential of
Microsoft Dynamics 365 with DiGGrowth

The DiGGrowth Microsoft Dynamics 365 Connector is a native integration tool that enables seamless data extraction and synchronization from Microsoft Dynamics 365. It features a plug-and-play setup, requiring no engineering effort, allowing businesses to instantly access, analyze, and utilize their CRM data. This connector ensures real-time data availability, enhancing reporting, automation, and decision-making.

The DiGGrowth Microsoft Dynamics 365 Connector integrates seamlessly with Microsoft Dynamics 365 using a native API-based connection. It requires no coding or engineering effort, making it easy to set up with a plug-and-play approach. Once connected, the connector automatically syncs and extracts data from your Dynamics 365 instance, ensuring real-time access for reporting, automation, and analytics. This integration helps businesses streamline data workflows without complex configurations.

The DiGGrowth Microsoft Dynamics 365 Connector offers real-time and scheduled data synchronization options. Users can choose to sync data at regular intervals (e.g., hourly, daily, or weekly) or enable real-time sync for immediate updates. The frequency of synchronization can be customized based on business needs, ensuring that the latest data is always available for reporting and analysis.

DiGGrowth allows users to map custom fields from Microsoft Dynamics 365 through an intuitive field mapping interface. Here is how you can do it:

Access the Connector Settings: Navigate to the DiGGrowth integration dashboard and select the Microsoft Dynamics 365 Connector.

Select Data Fields: Choose the entities and fields you want to sync, including standard and custom fields.

Map Custom Fields: Use the field mapping tool to link custom fields from Dynamics 365 to corresponding fields in DiGGrowth.

Save and Sync: Once the mapping is complete, save the configuration and initiate a test sync to verify the data flow.

To schedule automatic data syncs in Microsoft Dynamics 365 using DiGGrowth, follow these steps:

Navigate to Integration Settings – Go to Settings > Integration in DiGGrowth.

Select Microsoft Dynamics 365 – Choose the Microsoft Dynamics 365 connector from the list of available integrations.

Configure Sync Frequency – Set the desired sync frequency, such as hourly, daily, or custom intervals, based on your data update requirements.

Enable Automatic Sync – Activate the scheduled sync option to ensure DiGGrowth automatically fetches and updates data at the chosen intervals.

Save and Monitor – Confirm your settings and monitor sync logs to track data updates and ensure seamless integration.

To optimize reporting with Microsoft Dynamics 365 data in DiGGrowth, follow these steps:

Ensure Data Integration – Connect your Microsoft Dynamics 365 account with DiGGrowth and schedule automatic data syncs to update reports.

Use Pre-Built Reports – Access DiGGrowth’s predefined dashboards and customizable reports that analyze CRM data, marketing performance, and sales pipeline insights.

Apply Data Filters – Segment data based on criteria like lead source, deal stage, customer demographics, and engagement metrics to get deeper insights.

Compare Cross-Channel Performance – Merge Microsoft Dynamics 365 data with advertising, email, and web analytics to evaluate marketing impact on revenue.

Visualize Trends – Utilize DiGGrowth’s charts, heatmaps, and trend analysis tools to identify sales patterns, forecast demand, and optimize customer engagement.

Automate Report Generation – Schedule automated report deliveries to inform stakeholders of the latest insights.