Microsoft Fabric for Dynamics 365

Eliminate Dynamics 365 data silos with our Fabric integration services - turning fragmented data into governed, real-time intelligence.

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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

Equip your teams with real-time, AI-ready insights across finance, operations, and customer engagement. With LevelShift's expertise across both platforms, you get streamlined pipelines, aligned data models, and Copilot-ready insights across all modules.

Beyond integration, we unify transactional, operational, and customer data within Fabric's OneLake to remove silos and strengthen governance.

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Microsoft Fabric for Dynamics 365: Integration Challenges We Solve

Integrating Dynamics 365 with Microsoft Fabric brings unique hurdles across modules, APIs, data structures, and governance, including:

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 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.

Use Cases

Manufacturing

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

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

High-Tech

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

Retail and CPG

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

Healthcare and Life Sciences

Patient journey insights combining CE and F&O operational data
Capacity planning and resource utilization with Fabric notebooks

Our Services for Integrating Dynamics 365 with Microsoft Fabric

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.

Our 6 Step Integration Roadmap

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

Why LevelShift

Microsoft Fabric Featured Partner

Certified Dynamics 365 Experts CE, F&O, and BC

100+ Successfully Completed Integration Projects

Ready-to-Deploy Accelerators for Non-Native Scenarios

Proven Experience with Copilot, Real-Time Analytics

Our Perspectives

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Still unsure about integrating Dynamics 365 with Microsoft Fabric?

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FAQs

Microsoft Fabric for Dynamics 365 supports integration with Dynamics 365 Customer Engagement (through Dataverse), Dynamics 365 Finance & Operations (via Synapse Link), and Dynamics 365 Business Central (typically using APIs and robust data pipelines).

No, a key benefit of this integration, especially for Dataverse and Finance & Operations, is that it largely eliminates the need for manual data exports or complex, time-consuming ETL pipelines. Data remains in Dataverse while being accessible in Fabric, with changes reflected near real-time.

Yes—for Dataverse, admins can select tracked tables; for F&O, Synapse Link defaults to all tables, and you can filter which to include.

Yes. Fabric links can be surfaced back in Dataverse as virtual tables—making them available to Power Apps and Power Automate without duplication.

Dataverse integrates with Microsoft Fabric using the “Link to Microsoft Fabric” feature. This allows you to expose selected Dataverse tables (used in Dynamics 365 CE apps like Sales and Service) as delta-parquet shortcuts in Fabric’s OneLake—without needing to copy or move data.