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SigParser and Dataverse

Load data in Microsoft Dataverse from SigParser

Updated yesterday

SigParser can populate Microsoft Dataverse tables by using the Microsoft Dynamics connector even if you don't have a Microsoft Dynamics CRM license. Our connector provides seamless integration with Microsoft Dataverse, enabling automatic synchronization of your relationship data with your Dataverse environment.

Leveraging the Dataverse Integration

The Dataverse integration opens up powerful possibilities for your data:

Microsoft Fabric Integration

  • Analyze relationship data alongside other business metrics

  • Create comprehensive data warehouses with relationship insights

  • Build advanced analytics models

Power BI Connectivity

  • Create dynamic dashboards showing relationship trends

  • Visualize network connections and interaction patterns

  • Generate reports on relationship health and engagement

Microsoft Dynamics Apps

  • Access SigParser data across all Dynamics applications

  • Use relationship data in Sales, Marketing, and Service modules

  • Trigger workflows based on relationship changes

How the Dataverse Connector Works

The SigParser Dynamics connector (which connects to Microsoft Dataverse behind the scenes) allows you to:

  • Automatically create and update Contact, Account, and Connection records

  • Map custom fields between SigParser and Dataverse

  • Import existing data from Dataverse into SigParser

  • Set up filtering rules for selective data synchronization

  • Enable daily automatic syncing

Getting Started

  • In SigParser go to Connectors -> Add

  • Click on Microsoft Dynamics and authenticate using the URL of your Dataverse environment

    • You don't need a Dynamics license, just a Dataverse environment

  • Configure the Contact, Company and Connection sync logic

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