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Customer experience | Sales, Customer Insights,...

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Daily data snapshot of Dynamics 365 online tables (accounts, contacts, leads, custom entities)

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Posted on by KVa

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Which technology would you recommend to create daily data snapshots of the Dynamics 365 tables? What I want to achieve is to build a report which allows me to go back in time quickly. Thus, I need to have a daily snapshot of a few Dynamics 365 tables and be able to quickly select the refernce date.

Might Azure Data Lake be the right tool? Or should I consider a replication (Replicate data to Azure SQL Database using Data Export Service - Power Platform | Microsoft Docs) and then build some job which creates a daily copy?

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Lucas.boaventura 35 on at

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Hi Kiril,

I recommend Dynamics 365 Sales Insights Premium. For more information: https://docs.microsoft.com/en-us/dynamics365/ai/sales/analyze-deals-flow-between-snapshots#analyze-deal-flow-between-dates-in-early-access

Regards, Lucas Boaventura.

Santa Catarina - Brazil

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