--- title: "Dynamics 365 Integration for Rig: Query Dynamics 365 Data in Plain English" description: "Connect Dynamics 365 to Rig and query your Dynamics 365 data in plain English, or ask it in Claude, ChatGPT and Cursor. Governed, validated answers from your warehouse." canonical: "https://rig.so/integrations/dynamics-365" format: markdown --- Browse integrations ![Dynamics 365 logo](https://img.logo.dev/microsoft.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=112&format=png&retina=true) 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. [Try Rig](https://app.rig.so/signup)[Book a demo](https://rig.so/book-demo) ## 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. - [Claude](https://rig.so/integrations/claude) - [Claude Code](https://rig.so/integrations/claude-code) - [Cursor](https://rig.so/integrations/cursor) - [ChatGPT](https://rig.so/integrations/chatgpt) - [Codex](https://rig.so/integrations/codex) - [Gemini](https://rig.so/integrations/gemini) ## 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. ## Related integrations [![Affinity logo](https://img.logo.dev/affinity.co?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)AffinityRelationship intelligence and deal-flow analytics for private capital.](https://rig.so/integrations/affinity)[![Attio logo](https://img.logo.dev/attio.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)AttioDeal velocity and relationship analytics from your Attio workspace.](https://rig.so/integrations/attio)[![Gainsight logo](https://img.logo.dev/gainsight.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)GainsightCustomer success companies, CTAs, success plans and health, with every field.](https://rig.so/integrations/gainsight)[![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)HubSpotDeal, contact and marketing analytics across the HubSpot CRM.](https://rig.so/integrations/hubspot)[![Pipedrive logo](https://img.logo.dev/pipedrive.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)PipedrivePipeline and activity analytics from your Pipedrive CRM.](https://rig.so/integrations/pipedrive)[![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=72&format=png&retina=true)SalesforcePipeline, forecast and account analytics from your Salesforce data.](https://rig.so/integrations/salesforce) ## Connect Dynamics 365 data to AI tools like Claude Rig builds a governed context layer over your data so every team, and every AI tool, asks questions and gets answers they can trust. [Try Rig](https://app.rig.so/signup)[Book a demo](https://rig.so/book-demo) --- - [This page as HTML](https://rig.so/integrations/dynamics-365) - [Site map for language models](https://rig.so/llms.txt) - [API and agent documentation](https://rig.so/developers)