Toric and Microsoft Dynamics

Microsoft DynamicsToric Logo Blue

Get access to all your ERP and CRM data with Toric's integration to Microsoft Dynamics. Transform your data with a no-code data interface, and build dashboards and reports in Toric.

Automated
Automated
Blending
Blending
Normalized
Normalized
Read-only
Read-only
Save as source
Save as source
Version snapshots
Version snapshots
Warehouse
Warehouse
soon

Toric and Microsoft Dynamics

Get access to all your ERP and CRM data with Toric's integration to Microsoft Dynamics. Transform your data with a no-code data interface, and build dashboards and reports in Toric.

Can be part of automations
Automated
Can be part of automations
Data can be joined with other datasets
Blending
Data can be joined with other datasets
Data is normalized and type-aware
Normalized
Data is normalized and type-aware
Read only access
Read-only
Read only access
Data can be split into multiple sources
Save as source
Data can be split into multiple sources
data snapshots are stored
Version snapshots
data snapshots are stored
Can be stored in Toric's warehouse
Warehouse
Can be stored in Toric's warehouse
This integration is still in development. To request access please contact support@toric.com

Integration Overview

What is Microsoft Dynamics?

Microsoft Dynamics is a cloud based Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) tool that centralizes data entry for accounting teams and sales teams.


What the Dynamics integration looks like in Toric?

Toric can access Companies and Projects data from Dynamics. Use Toric to break down and join ERP and CRM data for deeper analytics. Create custom dashboards and reports without code, and leverage Toric Automations to schedule source updates and Dataflow runs.

Don't see the data you're looking for - reach out and let us know what we could add to help your use case (support@toric.com)

Key Facts

Objective
Get access to all your ERP and CRM data with Toric's integration to Microsoft Dynamics. Transform your data with a no-code data interface, and build dashboards and reports in Toric.
category
Finance & Admin Data
Data access
  • Companies
  • Projects
setup guide
View setup guide
requirements
  • Toric Subscription
  • Microsoft Account with access to Dynamics
  • Web Browser (Safari, Chrome, Edge, Firefox)

Sample Data App

Pre-built data apps using the Microsoft Dynamics integration

See sample data-apps using the Microsoft Dynamics integration. Once enabled, data from Microsoft Dynamics flows directly to your Toric data flow, and is ready to be used.

Data Privacy

You understand that when using this integration, it's up to you to comply with applicable laws and regulations, as well as the Toric Terms of Service. Please review this integration partner's documentation for more information.

Please refer to the provider's Privacy Policy and Terms of Service for more information.

For information on where third-party apps store and process data or their compliance with local regulations, please see the provider's documentation and privacy policy.

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Toric and Microsoft Dynamics

Microsoft Dynamics
Toric Logo Blue

Get access to all your ERP and CRM data with Toric's integration to Microsoft Dynamics. Transform your data with a no-code data interface, and build dashboards and reports in Toric.

What is Microsoft Dynamics?

Microsoft Dynamics is a cloud based Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) tool that centralizes data entry for accounting teams and sales teams.


What the Dynamics integration looks like in Toric?

Toric can access Companies and Projects data from Dynamics. Use Toric to break down and join ERP and CRM data for deeper analytics. Create custom dashboards and reports without code, and leverage Toric Automations to schedule source updates and Dataflow runs.

Don't see the data you're looking for - reach out and let us know what we could add to help your use case (support@toric.com)

Stay updated!

Sign up for the beta

Automated
Automated
Blending
Blending
Normalized
Normalized
Read-only
Read-only
Save as source
Save as source
Version snapshots
Version snapshots
Warehouse
Warehouse

Objective

Pull ERP and CRM data like Financial, Sales, Marketing, and Customer data.

Category

Architecture & Engineering

Owner & Operators

Construction

Requirements

  • Toric Subscription
  • Microsoft Account with access to Dynamics
  • Web Browser (Safari, Chrome, Edge, Firefox)

Partner

https://dynamics.microsoft.com/

Data Access

  • Companies
  • Projects
DATA APPS

Pre-built data apps using the Microsoft Dynamics Integration

See sample data-apps using the Microsoft Dynamics integration. Once enabled, data from Microsoft Dynamics flows directly to your Toric data flow, and is ready to be used.

See All DATA APPS

Explore more about Toric

Get started

Request a demo or start a trial with Toric integrations
Request Demo