Microsoft Dynamics 365
Let AI connect your sources for you
Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.
Connect Microsoft Dynamics 365 to PostHog to sync your data into the PostHog data warehouse for analysis and modeling.
Sync your Dynamics 365 (Dataverse) customer data — accounts, contacts, leads, opportunities, cases and activities — into the PostHog Data warehouse.
To connect, register an app in Microsoft Entra ID and add a client secret. Then add that app as an application user in your Dynamics 365 environment (Power Platform admin center > Environments > Settings > Users + permissions > Application users) and give it a security role that can read the tables you want to sync. The environment URL is the one you use to open the app, for example https://contoso.crm.dynamics.com.
Configuration
| Option | Type | Required |
|---|---|---|
Environment URL | text | Yes |
Directory (tenant) ID | text | Yes |
Application (client) ID | text | Yes |
Client secret | password | Yes |
Linking Microsoft Dynamics 365 to PostHog
- Go to the Data pipeline page in PostHog
- Click New source and select Microsoft Dynamics 365
- Fill in the required configuration fields
- Click Next, select the tables you want to sync, and then press Import