What Dynamics 365 data does Rig sync?

Sales entities like Accounts, Contacts, Leads, Opportunities, stage history, Activities, Cases and Products, including custom fields.

Can Rig forecast from Dynamics data?

Yes. Rig models opportunities and stage history so forecast, coverage and conversion questions are answered in plain English.

Can I query Dynamics in Claude or ChatGPT?

Yes. After syncing, Rig serves Dynamics data to AI assistants over MCP.

How fresh is the data?

Rig Ingest syncs on a schedule and tracks schema changes automatically.

CRM Supported

Dynamics 365 integration for Rig

The easiest way to connect Dynamics 365 to Claude and other AI tools

Microsoft Dynamics 365 is an enterprise CRM and ERP suite covering sales, customer service and operations.

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What Rig syncs from Dynamics 365

Once connected, Rig models these objects so questions resolve to the right tables and joins:

Accounts
Contacts
Leads
Opportunities
Opportunity stage history
Activities
Cases
Products

How Dynamics 365 connects to Rig

Rig Ingest syncs your Dynamics 365 sales entities into your warehouse on a schedule. Rig models accounts, opportunities and stage history so pipeline and forecast questions resolve correctly.

Analyse opportunity pipeline and conversion

Rig reads Dynamics opportunity stage history, so you can measure conversion between stages, time to close, and win rate by segment. Enterprise sales teams get answers without building Dynamics dashboards.

Ask Rig

What is win rate by segment this year?
How long does each sales stage take on average?
Which opportunities are stalled with no recent activity?

Ground the sales forecast in real data

Rig combines open opportunities, weighted value and historical close rates from Dynamics to produce a forecast based on what actually happens. You can compare coverage to quota and flag slipping deals.

Ask Rig

What is weighted pipeline this quarter by team?
Which forecast deals have gone quiet?
Compare coverage ratio to last quarter

Join sales and service for account views

Because Dynamics spans sales and customer service, Rig can join opportunities to cases for a full account picture. Account managers see revenue and support health together.

Ask Rig

Which high-value accounts have rising case volume?
Show open cases for accounts with renewals due
List accounts with no activity in 30 days

Ask your Dynamics 365 data in Claude, ChatGPT or Cursor

Rig serves your Dynamics 365 data to AI assistants over MCP. Once Dynamics 365 is synced into your warehouse, you can ask questions in plain English from the tool you already use, and every answer is backed by validated, governed SQL.

Frequently asked questions

What Dynamics 365 data does Rig sync?: Sales entities like Accounts, Contacts, Leads, Opportunities, stage history, Activities, Cases and Products, including custom fields.
Can Rig forecast from Dynamics data?: Yes. Rig models opportunities and stage history so forecast, coverage and conversion questions are answered in plain English.
Can I query Dynamics in Claude or ChatGPT?: Yes. After syncing, Rig serves Dynamics data to AI assistants over MCP.
How fresh is the data?: Rig Ingest syncs on a schedule and tracks schema changes automatically.