Forum Discussion
Uploading CRM data
How do I load Customer Relationship Management (CRM) data, like from Salesforce or Dynamics?
Workplace Analytics can combine your CRM data with your organizational (HR) and Office 365 data for more advanced collaboration and productivity analysis in Workplace Analytics queries. You can learn more about uploading CRM data to Workplace Analytics on the documentation site from the link given below.
https://docs.microsoft.com/en-us/workplace-analytics/setup/crm-data-upload
2 Replies
To load CRM data from platforms like Salesforce or Dynamics 365, you typically use one of the following methods:
1. For Salesforce:
Use Salesforce API (REST or Bulk API): You can authenticate using OAuth2 and then extract data in JSON or CSV formats.ETL Tools like Azure Data Factory, Talend, or Informatica can connect directly to Salesforce and load data into your destination (e.g., Azure SQL, Data Lake, etc.).
Azure Logic Apps or Power Automate also provide Salesforce connectors for low-code workflows.
2. For Microsoft Dynamics 365:
Dataverse Connector: If using Power Platform, Dataverse is the storage layer for Dynamics 365. You can connect directly via Power BI, Azure Data Factory, or Power Automate.OData v4 Endpoint: You can query data using standard web protocols (e.g., via REST calls).
Export to Data Lake: With Dynamics 365, you can configure continuous data export to Azure Data Lake via the Data Export Service.
Workplace Analytics can combine your CRM data with your organizational (HR) and Office 365 data for more advanced collaboration and productivity analysis in Workplace Analytics queries. You can learn more about uploading CRM data to Workplace Analytics on the documentation site from the link given below.
https://docs.microsoft.com/en-us/workplace-analytics/setup/crm-data-upload
