Connect Microsoft Dynamics 365 to Scoop for sophisticated sales pipeline analysis, customer journey tracking, and cross-functional business insights. Snapshot CRM data to track changes over time, blend with ERP and marketing systems, and gain AI-powered analysis across your entire Microsoft ecosystem.

What You Can Analyze

Dynamics Module	Analysis Types
Sales	Pipeline progression, deal velocity, win/loss analysis, forecast accuracy
Customer Service	Case resolution, SLA compliance, customer satisfaction trends
Marketing	Campaign performance, lead conversion, customer journey
Field Service	Work order completion, resource utilization, service efficiency
Finance & Operations	Revenue trends, order fulfillment, inventory levels

Why Connect Dynamics 365 to Scoop

Capability	Benefit
Snapshot Analysis	Track how opportunities, cases, and accounts change over time
Cross-Module Blending	Combine Sales + Service + Finance for 360° customer view
External Data Integration	Join Dynamics with marketing platforms, support tools, spreadsheets
AI-Powered Insights	Natural language queries against your Dynamics data
Process Visualization	Sankey diagrams showing deal flow and customer journeys

Connecting to Dynamics 365

Step 1: Select Applications Source

On the datasets page, select Applications as a source:

Step 2: Select Microsoft Dynamics 365

Choose Dynamics 365 from the application list:

Step 3: Choose Dataset Type

Select whether your data should be snapshotted or treated as transactional:

Type	Use When	Examples
Snapshot	Entity records that change over time	Opportunities, Accounts, Cases, Leads
Transactional	Event records that don't change	Activities, Emails, Phone Calls

Step 4: Authorize Access

Complete the OAuth flow to grant Scoop access to your Dynamics 365 environment:

Click Connect to Dynamics 365
Sign in with your Microsoft credentials
Grant permissions for the requested scopes
Return to Scoop

Step 5: Select Entity and Fields

Choose the Dynamics entity and specific fields to extract:

Popular Entities	Description
Opportunity	Sales pipeline deals
Account	Customer/company records
Contact	Individual people
Lead	Prospective customers
Case	Customer service incidents
Quote	Sales quotes
Order	Sales orders
Invoice	Customer invoices

Step 6: Configure and Extract

Name your dataset descriptively (e.g., "Dynamics Opportunities")
Enable Extract data now for immediate sync
Scoop automatically syncs overnight daily

Available Data Objects

Sales Module

Entity	Key Fields	Snapshot?
Opportunity	opportunityid, name, estimatedvalue, stepname, closeprobability, actualclosedate	Yes
Lead	leadid, fullname, leadqualitycode, statuscode, estimatedvalue	Yes
Quote	quoteid, totalamount, statecode, effectivefrom, effectiveto	Yes
Order	salesorderid, totalamount, ordernumber, submitdate	No
Account	accountid, name, revenue, numberofemployees, industrycode	Yes
Contact	contactid, fullname, emailaddress1, jobtitle	Yes

Customer Service Module

Entity	Key Fields	Snapshot?
Case	incidentid, title, prioritycode, statuscode, ownerid, createdon	Yes
Entitlement	entitlementid, name, remainingterms, startdate, enddate	Yes
Knowledge Article	knowledgearticleid, title, statecode, rating	No

Marketing Module

Entity	Key Fields	Snapshot?
Campaign	campaignid, name, budgetedcost, actualcost, expectedresponse	Yes
Campaign Response	activityid, responsecode, customer, createdon	No
Marketing List	listid, listname, membercount, type	Yes

Recommended Fields by Entity

For Opportunity Analysis

Field	Purpose
opportunityid	Unique identifier for snapshotting
name	Deal name
stepname	Current pipeline stage
estimatedvalue	Deal amount
closeprobability	Win likelihood
estimatedclosedate	Forecast date
actualclosedate	When deal closed
ownerid	Assigned sales rep
createdon	Age calculation
modifiedon	Activity tracking
statecode	Open/Won/Lost
parentaccountid	Account linkage

For Case Analysis

Field	Purpose
incidentid	Unique identifier
title	Case description
prioritycode	Urgency level
statuscode	Current status
ownerid	Assigned agent
createdon	Case age
resolvedon	Resolution time
customerid	Customer linkage
productid	Related product

Snapshot Analysis

Configure as Snapshot dataset to track entity changes over time.

What Snapshotting Enables

Analysis	Description
Pipeline movement	How opportunities progress through stages
Velocity metrics	Time spent in each stage
Conversion rates	Stage-to-stage win percentages
Case aging	How long cases remain unresolved
Account health trends	How account metrics change

Snapshot Examples

Opportunity Stage Progression:

See exactly when deals moved from Qualify → Develop → Propose → Close
Calculate average time in each stage
Identify bottlenecks where deals stall

Case Resolution Tracking:

Track case status changes: New → In Progress → Waiting → Resolved
Measure SLA compliance over time
Identify agents with fastest resolution

See Snapshot Datasets for details.

Use Cases: Dynamics Only

Enhanced Sales Reporting

Move beyond Dynamics' built-in dashboards:

Native Dynamics	With Scoop
Current pipeline value	Pipeline value over time
Win rate (current)	Win rate trends by period
Deals by stage	Stage progression patterns
Rep performance	Rep performance trends

Pipeline Process Analysis

Deep dive into sales process health:

Waterfall reports: What's been added, won, lost, or resized this period
Stage conversion funnels: Where deals drop off
Cycle time analysis: How long deals spend in each stage
Forecast accuracy: Predicted vs. actual close dates

Customer Journey Mapping

Understand the full lifecycle:

Lead → Opportunity → Customer progression
Conversion rates at each stage
Time to convert by lead source
Customer engagement patterns

Blending Dynamics with Other Data

Dynamics + Marketing Automation

Goal: Connect campaigns to revenue

Dynamics Data	Marketing Data	Combined Insight
Opportunity source	Campaign spend	CAC by campaign
Deal close dates	Campaign timing	Attribution analysis
Win/loss outcomes	Lead scores	Lead quality validation

Examples:

HubSpot campaigns → Dynamics opportunities
Marketo leads → Dynamics conversions
Google Ads → Dynamics revenue

Dynamics + Finance (NetSuite, QuickBooks)

Goal: Complete financial visibility

Analysis	Data Required
True CAC	Marketing spend + Sales effort + Dynamics wins
Revenue recognition	Dynamics close dates + Invoice timing
Customer profitability	Dynamics deals + Actual costs

Dynamics + Customer Service (Zendesk, Freshdesk)

Goal: 360° customer view

Sales activity → Support ticket volume
Deal complexity → Service costs
Customer segment → Support needs
Churn risk scoring from combined signals

Dynamics + Product (Mixpanel, Amplitude)

Goal: Usage-driven insights

Product usage → Renewal likelihood
Feature adoption → Upsell opportunities
Engagement patterns → Churn prediction

Dynamics + Spreadsheets

Goal: Augment with uncaptured data

Spreadsheet Data	Combined Insight
Territory mappings	Sales by custom regions
Account tiers	Performance by segment
Campaign attributes	Channel efficiency
Quota targets	Attainment tracking

Best Practices

Entity Selection

Start with Opportunities for sales analysis
Add Accounts for customer context
Include Cases if analyzing service
Sync Leads for full-funnel visibility

Field Selection

Always Include	Purpose
Primary key (e.g., opportunityid)	Snapshot tracking
Status/stage fields	Process analysis
Date fields (created, modified, closed)	Time analysis
Owner fields	Performance analysis
Amount/value fields	Financial analysis

Sync Frequency

Entity Type	Recommended
Active opportunities	Daily
Cases	Daily
Accounts	Daily
Historical/closed	Weekly

Data Quality

Ensure consistent stage names
Keep close dates updated
Use standard status codes
Maintain owner assignments

Troubleshooting

Connection Issues

Verify Azure AD permissions
Check that user has access to entities
Confirm Dynamics environment URL
Review OAuth token expiration

Missing Records

Check security roles in Dynamics
Verify entity sharing settings
Confirm filters aren't excluding data
Check business unit access

Data Discrepancies

Compare date ranges
Check timezone alignment
Verify currency conversion settings
Confirm filter definitions match

Slow Extracts

Reduce number of fields selected
Add filters for large entities
Use views for pre-filtered data
Check Dynamics API throttling

Snapshot Datasets - Track entity changes
Process Analysis - Visualize sales funnel
Blending Datasets - Combine with other sources
NetSuite - Blend with ERP data
Zendesk - Blend with support data

Microsoft Dynamics 365