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Microsoft Fabric for Dynamics 365

Eliminate Dynamics 365 data silos with our Fabric integration services.

Customer Engagement (CE)

Real-Time CRM and Sales Intelligence

Connect CE data through Dataverse to enable real-time dashboards for lead conversion, customer segmentation, and service performance.

Business Central
(BC)

Connected Reporting for SMB ERP

Centralize BC data using APIs or SQL staging to create unified reports for finance, sales, and supply chain, without complex ETL.

Finance & Operations (F&O)

Scalable Insights for Enterprise ERP

Use Synapse Link to move F&O data into OneLake and unlock forecasting, cost tracking, and performance analytics in Power BI and Copilot.

Integrating Dynamics 365 with Microsoft Fabric

Enabling seamless Dynamics 365 and Microsoft Fabric integration through:

  • • Link to Microsoft Fabric in Dataverse for near real-time data replication into OneLake.
  • • Fabric Pipelines, Dataflow Gen2, or OData for scheduled, customized integrations.

With deep expertise across Dynamics 365 and Microsoft Fabric, we design streamlined data pipelines, business-aligned data models, and scalable architectures that unify finance, operations, and customer data in OneLake, accelerating insights across the business.

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Our Services for Integrating Dynamics 365 with Microsoft Fabric

Integrating Dynamics 365 with Microsoft Fabric Illustration

Readiness and Architecture Assessment

Review your D365 footprint and Fabric readiness, design the right ingestion model.

Synapse Link, Dataverse and ADF Setup

Set up the right connectors to bring F&O, CE, and BC data into Microsoft Fabric.

Lakehouse Modeling and Optimization

Model Dynamics data for OneLake using standard schemas and business logic.

Custom Staging for Business Central

Build optimized extraction pipelines for BC using APIs or SQL staging to minimize latency and overhead.

Power BI + Copilot Dashboard Development

Enable real-time insights with interactive dashboards powered by smart narratives and Copilot-driven exploration.

Data Governance via Microsoft Purview

Establish end-to-end lineage, sensitivity labeling, and audit-ready compliance.

Use Cases

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Manufacturing

  • Real-time production analytics using data from F&O and CE
  • Unified asset lifecycle tracking with Copilot-ready dashboards
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Financial Services

  • Customer 360 and credit risk scoring from CE and F&O data in OneLake
  • Forecasting, regulatory reporting and FinOps analytics with governed BI
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High-Tech

  • Sales pipeline visibility and renewal tracking using CE with Direct Lake
  • Product usage and support insights from BC and service data
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Retail and CPG

  • Inventory, SKU, and POS analytics from F&O and CE integration
  • Campaign performance and customer segmentation with Copilot dashboards

Our 6 Step Integration Roadmap

We follow a proven, phased approach to integrate Dynamics 365 with Microsoft Fabric:

Our 6 Step Integration Roadmap
Customer Impact

Scaling Member Services on a Unified Data Foundation

For an agricultural member cooperative, fragmented systems and growing member data slowed performance, limited reporting, and drove up operational costs. By integrating Microsoft Fabric with Dynamics 365 CRM, member data was unified into a centralized, governed platform serving as one source of truth.

Read the full story

Faster Member Data Access

Reduced wait times by giving service teams quick access to member information directly within Dynamics 365 CRM.

Lower Storage and Operational Costs

Shifted large-scale data storage to Fabric, reducing Dataverse dependency and cutting operational costs.

Improved Data Consistency and Scalability

Centralized data management on Fabric removed duplication and synchronization issues while handling growing data volumes.

Why LevelShift

Microsoft Fabric Featured Partner

Microsoft Fabric Featured Partner with 50+ Fabric-certified experts

100+ Integration Projects

100+ successfully completed integration projects

Certified Dynamics 365 Experts

Certified Dynamics 365 experts across CE, Finance & Operations, and Business Central

Proven Copilot Experience

Proven experience with Copilot and real-time analytics on unified Dynamics data

Ready-to-Deploy Accelerators

End-to-end governance expertise across Dataverse, OneLake, and Microsoft Purview

Our Perspectives

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FAQs

Integrating Dynamics 365 with Fabric brings module-specific hurdles that LevelShift resolves end to end:

  • Confusing source landscape: Each Dynamics module (BC, F&O, CE) uses different storage formats and APIs, making data modeling and alignment difficult.
  • Inconsistent integration paths: CE syncs natively, F&O needs Link to Fabric or Synapse Link, and BC lacks built-in connectivity, causing fragmentation.
  • Data shape mismatch: Data structures range from normalized (F&O) to schema-less (BC), requiring tailored modeling for consistent analytics.
  • Real-Time Analytics Complexity: Capturing real-time changes, deletions, and refresh cycles across modules often demands custom pipelines and logic.
  • Governance blind spots: Without proper lineage, classification, and role-based access, integrated insights can become ungoverned and non-compliant.
  • ETL overhead for Business Central: BC requires API or ADF-based extraction, which adds complexity and delays unless managed with optimized staging patterns.
Microsoft Fabric supports Dynamics 365 Customer Engagement through Dataverse, Finance & Operations through Link to Fabric or Synapse Link, and Business Central through APIs and data pipelines. LevelShift selects the right path for each module based on your data volume and latency needs.
No. For Dataverse and Finance & Operations, Link to Fabric provides a no-copy, no-ETL connection, so data stays in Dataverse while staying accessible in Fabric with near real-time updates.
Yes. For Dataverse, admins select tracked tables. For Finance & Operations, you can filter which tables to include rather than syncing everything.
Yes. Fabric insights can be surfaced back in Dataverse as virtual tables, making them available to Power Apps and Power Automate without duplication.
Dataverse uses the 'Link to Microsoft Fabric' feature to expose selected tables as delta-parquet shortcuts in OneLake, with no need to copy or move data. Changes in Dataverse are reflected in Fabric automatically.
Fabric Link is the default choice for most organizations because it is no-copy, near real-time, and natively integrated with Fabric. Synapse Link suits very large datasets, typically above 3 to 5 TB, or scenarios needing your own data lake. LevelShift helps you assess volume, latency, and cost to choose the right path.
Yes. With Link to Fabric, data stays within the Dataverse governance boundary, and authorized Fabric users access it without separate storage to manage. LevelShift adds lineage, sensitivity labeling, and role-based access through Microsoft Purview for audit-ready compliance.

Still unsure about integrating Dynamics 365 with Microsoft Fabric?

Talk to Our Fabric Experts