Dynamics 365 Customer Insights
Data Integration

via SSIS Productivity Pack

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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When it comes to marketing platforms, having the most up-to-date information in your system is imperative. Avoid the embarrassment of sending the wrong email at the wrong time by keeping your Dynamics 365 Customer Insights data synced with the other applications within your business.

Synchronize Data

Easily sync Dynamics 365 Customer Insights with your CRM, ERP, or any other application, so customer records are always up-to-date. Brings more visibility across applications so each team knows exactly where each client is in the sales process.

Automate Business Processes

Marketing Automation cannot always handle the entire customer life-cycle itself, it relies on information from your other applications to help drive automation. Customer downloads a white paper? Let your sales team follow up in CRM. Your ERP says it is time for a customer to renew? Let Dynamics 365 Customer Insights follow-up automatically.

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.

Dynamics 365 Customer Insights Data Integration is available in the SSIS Productivity Pack

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Unique Features

A simplified and secure connection manager makes it easy to communicate with Dynamics 365 Customer Insights.
Retrieve data from Dynamics 365 Customer Insights with several advanced filtering capabilities for further data retrieval refinement.
Write data to Dynamics 365 Customer Insights through various write actions.

Technical Requirements

Dynamics 365 Customer Insights
SQL Server Integration Services
- Azure-SSIS Integration Runtime
- Microsoft SQL Server 2022
- Microsoft SQL Server 2019
- Microsoft SQL Server 2017
- Microsoft SQL Server 2016
- Microsoft SQL Server 2014
- Microsoft SQL Server 2012

Dynamics 365 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 Productivity Pack, 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.

Other 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: