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For D365 Teams

CRM Enrichment for Dynamics 365 Teams

Most enrichment vendors treat D365 like an afterthought. They'll export your data, run it through a tool, and hand you a spreadsheet to import. That's not enrichment. That's extra work. We write directly back to your Dynamics 365 instance. No exports, no imports, no cleanup after the cleanup.

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The D365 problem

D365 gets left out of the enrichment conversation

Most data enrichment tools are built for Salesforce first, HubSpot second, and everything else never. So if you're running Dynamics 365, you end up with one of two options. Either you use a tool that sort of integrates but doesn't really write back cleanly. Or you export everything to a spreadsheet, enrich it somewhere else, and spend a week importing it back in.

What's frustrating is the data problem isn't any different. You've got the same incomplete records, the same stale contacts, the same missing fields. The tools just weren't built for your stack.

So we built the process around D365 specifically. Direct Dataverse connection. Native field mapping. Write-back that actually works with your custom entities. Your team doesn't have to learn anything new or change how they work.

How it works

D365 enrichment, start to finish

Same enrichment waterfall, built specifically for the Microsoft ecosystem.

01Audit

We assess your D365 data

We connect to your Dynamics instance and look at fill rates, data freshness, duplicates, and field quality. You see exactly where the gaps are.

02Map

We map your fields and entities

Standard and custom entities. We figure out which fields need enrichment and how enriched data maps back to your specific D365 schema.

03Enrich

Multi-source waterfall does the work

We run your records through multiple data providers in sequence. Each one fills gaps the others miss. That's how you get to 70%+ fill rates instead of the 30-40% a single vendor gives you.

04Validate

We verify before anything touches D365

Every enriched record gets validated. Email verification, phone validation, company matching. Bad data doesn't make it back into your system.

05Write-back

Direct write to Dataverse

Enriched data goes straight back into D365 through the Dataverse API. No CSV. No manual import. Fields update in place, and your team sees clean data next time they open a record.

06Activate

Your team starts using better data

You get a complete report on what changed, plus recommendations for keeping data quality high going forward. Your reps, marketers, and ops team all benefit immediately.

What you get

Direct D365 write-back through Dataverse API
Custom entity and field mapping for your specific schema
Multi-source enrichment waterfall (70%+ fill rates)
Email and phone validation before write-back
Duplicate detection and merge recommendations
Data quality report with before and after comparison
Ongoing enrichment recommendations for new records

Built for the Microsoft ecosystem

If your team lives in D365, Outlook, Teams, and Power Platform, you don't need another tool that lives outside that world. We work within your existing stack. Dataverse is the data layer. D365 is the interface. We just make sure the data in there is actually worth something.

Common questions

Do you write directly back to Dynamics 365?

Yes. No CSV exports, no manual imports. We connect to your D365 instance and write enriched data directly to the fields you need. Contact records, company records, custom fields. It all goes back in clean.

What about Dynamics 365 custom entities?

We work with standard and custom entities. If you've built custom fields for industry codes, tech stack, or intent signals, we can map enrichment data directly to those fields.

We're in the Microsoft ecosystem. Does this fit?

It's built for it. D365, Dataverse, Power Platform. We work within your existing Microsoft stack. No new tools to adopt, no parallel systems to maintain.

How long does a typical D365 enrichment project take?

About 2-4 weeks for most databases. That includes the audit, enrichment waterfall setup, validation, and write-back. Larger databases (50k+ records) might take a bit longer.

What if our data is really messy?

That's usually the starting point. Most D365 databases we see have 30-40% fill rates on key fields. We run a free audit first so you can see exactly where things stand before committing to anything.

What does it cost?

About $0.10 per record for enrichment. That's a fraction of what manual cleanup or enterprise data vendors charge. We can quote it exactly after looking at your database in the free audit.

See what's hiding in your D365 data

Free audit. 30 minutes. We'll look at your Dynamics 365 instance together and tell you exactly where the gaps are.

Book Your Free CRM Audit