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Sync data from
PostgreSQL to Microsoft Dynamics 365

Connect your data from PostgreSQL to Microsoft Dynamics 365 with Hightouch. No APIs, no months-long implementations, and no CSV files. Just your data synced forever.

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PostgreSQL.
Hightouch sync.
Microsoft Dynamics 365.

Trusted by data teams at

Integrate your data in 3 easy steps

  1. 01

    Add your source and destination

    Connect to 15+ data sources, like PostgreSQL, and 140+ destinations, like Microsoft Dynamics 365.

    PostgreSQL.

    Connect

    Connector beam.
    Microsoft Dynamics 365.

    Log in

  2. 02

    Define your model

    Use SQL or select an existing dbt or Looker model.

    Define your model
  3. 03

    Sync your data

    Define how fields from your model map to Microsoft Dynamics 365, and start syncing.

    PostgreSQL.
    Connector beam.
    Microsoft Dynamics 365.
    PostgreSQL.

    email

    Connector beam.
    Microsoft Dynamics 365.

    email

    PostgreSQL.

    name

    Connector beam.
    Microsoft Dynamics 365.

    name

    PostgreSQL.

    total_orders

    Connector beam.
    Microsoft Dynamics 365.

    all_orders

    PostgreSQL.

    last_login

    Connector beam.
    Microsoft Dynamics 365.

    last_login

Model your PostgreSQL data using any of these methods

  • dbt Model Selector

    Semi-opaque, open dropdown with three example dbt model names such as 'dbt.model.name.1'.

    Sync directly with your dbt models saved in a git.

  • Looker

    Semi-opaque open dropdown with three example Look names such as 'look.1'.

    Query using looks. Hightouch turns your look into SQL and will pull from your source.

  • SQL Editor

    Empty SQL editor.

    Create and Edit SQL from your browser. Hightouch supports SQL native to PostgreSQL.

  • Table Selector

    Semi-opaque open dropdown with three example table names such as 'schema.table.name.1'.

    Select available tables and sheets from PostgreSQL and sync using existing views without having to write SQL.

  • Customer Studio

    Visual query builder reading 'All rows that...' with a button labeled 'select a property'.

    For less technical users, pass traits and audiences from PostgreSQL using our visual segmentation builder.

Does this integration support in-warehouse planning?

Yes, if you integerate PostgreSQL and Microsoft Dynamics 365 using Hightouch, in-warehouse planning is supported.

Great, but what is in-warehouse planning?

Between every sync, Hightouch notices any and all changes in your data model. This allows you to only send updated results to your destination (in this case Microsoft Dynamics 365). With the baseline setup, Hightouch picks out only the rows that need to be synced by querying every row in your data model before diffing using Hightouch’s infrastructure.

The issue here is this can be slow for large models.

Warehouse Planning allows Hightouch to do this diff directly in your warehouse. Read more on how this works here.

Why is it valuable to sync PostgreSQL data to Microsoft Dynamics 365?

Microsoft Dynamics 365 is the backbone of your sales org. It's where you manage all of your contacts, accounts, and deals. The problem is that most of your CRM data has to be manually input by individual sales reps, so it doesn't show you an accurate 360-degree view of your customer. You only have access to basic information and historical interactions.

All of your Microsoft Dynamics 365 data, in addition to the rich behavioral data captured through your app/website already, exists in PostgreSQL. Most of the time, this includes core metrics your data team has defined around lifetime value, workspaces, subscriptions, playlists, average order value, last login date, etc. There's a high chance you're probably even consuming this data in a dashboard, and your sales reps can't answer key questions like:

  • Which accounts have the highest lifetime value?
  • Which users have the highest utilization in our product?
  • When did user X last log in to the app?
  • Which leads/accounts should I be prioritizing?
  • Which accounts are at risk of churning?
  • What is the average order value of account X?

Your sales team doesn't want to hop back and forth between your various SaaS tools to answer these questions. They want to take action in Microsoft Dynamics 365, and that means enriching your CRM with data directly from your warehouse.

Why should you use reverse ETL to connect PostgreSQL and Microsoft Dynamics 365 data?

Conventionally moving data from Snowflake to Microsoft Dynamics 365 meant downloading ad hoc CSV files and uploading them manually or forcing your data team to integrate with the Microsoft Dynamics 365 API and build and maintain custom pipelines. In reality, CSVs are not scalable, and in-house data pipelines and custom scripts break constantly.

Other point-to-point solutions create a weave complex web of pipelines to and from various SaaS applications and customer data platforms (CDPs), forcing you to pay for another layer of storage in addition to your data warehouses.

Reverse ETL solutions like Hightouch query against Snowflake and sync that data directly to Microsoft Dynamics 365. You don't have to worry about CSVs or APIs. You can leverage your existing tables, data models, and audience segments. All you have to do is define your data and map it to the appropriate columns in Microsoft Dynamics 365. You can schedule your syncs to run manually or even trigger them to run sequentially based on criteria that you define.

Hightouch automatically diffs data between syncs to ensure your only ever syncing the freshest data, and if any rows fail, Hightouch will automatically retry them later. A live debugger lets you analyze your API payload requests/responses and failed runs in real-time.

Sync data into any record type, such as accounts, contacts, opportunities, and more.

PostgreSQL.

About PostgreSQL

PostgreSQL, also known as Postgres, is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

Learn more about PostgreSQL
Microsoft Dynamics 365.

About Microsoft Dynamics 365

Dynamics 365 is Microsoft's premier CRM and ERP offering. With Dynamics 365, you can build intelligent business apps to help teams throughout a company share a single view of the business.

Learn more about Microsoft Dynamics 365

Other PostgreSQL Integrations

PostgreSQL to Zoho CRM

Other Microsoft Dynamics 365 integrations

Hightouch Playbooks: Best practices to leverage reverse ETL

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  • Create Facebook Lookalike Audiences from High Value Users.

    Create Facebook Lookalike Audiences from High Value Users

    In this playbook, you will learn how to use Hightouch to sync an audience of high-value customers to Facebook to generate lookalike audiences.

  • Sync Nested Object Data to Braze.

    Sync Nested Object Data to Braze

    This playbook will help you understand how and why you should be leveraging nested object arrays in Braze to deeply personalize your omnichannel marketing campaigns.

Read more about Hightouch

  • What is Reverse ETL? The Definitive Guide .

    What is Reverse ETL? The Definitive Guide

    Learn everything there is to know about Reverse ETL, how it fits into the modern data stack, and why it's different than ETL.

  • What is Operational Analytics & Why You Should Use It.

    What is Operational Analytics & Why You Should Use It

    Operational Analytics shifts the focus from simply understanding data to taking action on it in the tools that run business processes. Instead of using dashboards to make decisions, Operational Analytics is focused on turning insights into action – automatically.

  • dbt Cloud: 4 Reasons for Data Teams to Embrace it.

    dbt Cloud: 4 Reasons for Data Teams to Embrace it

    The biggest benefit that dbt Cloud offers to data teams and analytics engineers? Freedom from distractions, and the ability to focus where you can add unique value making sense of your company's data.

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Austin Hay.
Ramp logo.

This might be one of the greatest inventions for technical marketers since the advent of legacy CDPs back in 2015.

Austin Hay

Austin Hay

Head of Marketing Technology

Ramp

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Your data is always secure

Unlike other SaaS tools, Hightouch never stores any of your data.
SOC 2 Type 2 compliant.

SOC 2 Type 2 compliant

Your data stays secure, available, and confidential. To see our report, .

GDPR compliant.

GDPR compliant

If you’re in the EU, your data is only processed on EU data centers.

HIPAA compliant.

HIPAA compliant

Healthcare companies like ThirtyMadison, Chapter Health, and Headway trust Hightouch.

CCPA compliant.

CCPA compliant

To see our DPA (Data Processing Addendum), .

52%

increase in return on ad spend

20%

improvement in email engagement

60%

lift in customer acquisition

It takes less than 5 minutes to activate your data. Get started today.

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