Microsoft Dynamics 365 As A Source

Select the method for retrieving data from Microsoft Dynamics 365 that best suits your needs:

• Publisher For Microsoft Dynamics 365 — Use this method for:
  • Ongoing integration between Dynamics 365 and a back office or other system containing customer data.
  • Any data extraction where you need to process the data on a near real-time, transactional basis, such as capturing new and changed data from Dynamics 365, one record at a time.
• Connecting Via A DTS File — Use this method for:
  • Exporting a group of leads to send to an outside telemarketing firm for follow up and qualification.
  • Exporting a group of accounts and contacts to send to a data vendor for enhancement.
  • Any data extraction, either one-time or periodic, for which records should be grouped and not processed as individual transactions.