Ask questions about your Microsoft Dynamics 365 data
Connect Microsoft Dynamics 365 to Filament and turn your data into instant reports and dashboards. No spreadsheets. No setup. Just ask questions and get answers.
Microsoft Dynamics 365 tracks your sales pipeline and customer interactions, but understanding which marketing channels drive your highest-value opportunities or how support cases affect renewal rates requires connecting to your ad platforms, analytics tools, and product data. Filament links your Dynamics 365 accounts, contacts, and opportunities to your marketing and support tools so you can build a kpi dashboard tracking pipeline velocity, campaign attribution, and customer lifecycle metrics without manual exports.
Track Microsoft Dynamics 365 KPIs with Filament Analytics
Connect your Microsoft Dynamics 365 account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.
View documentationKey Microsoft Dynamics 365 metrics you can track in Filament:
Combine Microsoft Dynamics 365 with other data sources
Your business runs on more than one app, and your analytics should too. With Filament, Microsoft Dynamics 365 lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.
Your Microsoft Dynamics 365 data gets even more powerful when combined with other tools:
Microsoft Dynamics 365 + Google Ads
Connect Dynamics 365 opportunities with Google Ads campaign data to see which keywords and ad groups generate your most valuable leads and track cost per qualified opportunity across your sales stages.
Microsoft Dynamics 365 + HubSpot
Connect Dynamics 365 sales data with HubSpot marketing automation to analyze how email campaigns and content engagement influence deal velocity and identify which nurture sequences move leads through your pipeline fastest.
Microsoft Dynamics 365 + Zendesk Support
Connect Dynamics 365 accounts with Zendesk support cases to see how ticket volume and resolution time correlate with renewal rates and identify which customer issues predict churn risk.
Benefits of Filament's Microsoft Dynamics 365 Integration
Ask in plain English
Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.
No setup
Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.
Gets smarter over time
Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.
How it works
Step 1: Connect your Microsoft Dynamics 365 account
Connect your Microsoft Dynamics 365 account to Filament and get instant access to your data. No technical setup required.
Step 2: Ask questions about your Microsoft Dynamics 365 data
Start asking questions like "Which campaigns drive the most qualified leads?"
Step 3: Build Microsoft Dynamics 365 dashboards in minutes
Get tailored insights instantly and share them with your team.
Better business decisions with AI Analytics
How to get more from your data
Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.
With Filament, your data is analyzed by a built-in analyst that understands plain English. Instead of struggling with complex tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.
Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:
- Which campaigns and channels actually drive revenue growth?
- How does user engagement translate into pipeline or sales performance?
- Where are we losing efficiency between acquisition, retention, and finance?
By combining instant reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster decisions.
Enterprise-grade security
Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organization's data protected. We never use your data for AI training or share it with third parties.
Learn more about securityMicrosoft Dynamics 365 integration FAQ
Everything you need to know about connecting Microsoft Dynamics 365 with Filament and getting the most out of your data.