Live data access from Dynamics CRM to Klipfolio

Unlock your data initiatives with live access to the data users need within any app or platform.

Provide safe, governed access to the data your teams need in a no/low-code interface, so they can access live data within the app, tool, or spreadsheet of their choice, accelerating analytics, business intelligence, and reporting.

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Dynamics CRM Logo

Dynamics CRM:
Microsoft Dynamics CRM is a customer relationship management software that helps businesses manage and analyze customer interactions and data. It offers tools for sales, marketing, and customer service teams to streamline processes, improve productivity, and drive revenue growth. With customizable features and integration capabilities, it enables businesses to build strong customer relationships.

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Klipfolio:
Klipfolio is a cloud-based business intelligence and dashboard software that allows users to create custom dashboards to track key performance indicators and metrics in real-time. With a user-friendly interface and a wide range of data visualization options, Klipfolio helps businesses make data-driven decisions and monitor their performance effectively.

Discover, blend, and access data from Dynamics CRM in Klipfolio

CData Connect Cloud provides a collaborative. live data access and connection platform that empowers data users to use data securely in their preferred tools, while maintaining data governance controls for technical experts. Connect Cloud provides a live copy of the data without actual data movement. Enable every stakeholder in the organization to always have access to the data they need without constantly submitting request tickets.

  • Sophisticated connection to Dynamics CRM with built-in query engines that enable advanced connection capabilities, which won't break over time.
  • Data governance controls to protect data in Dynamics CRM with transparent role-based access rules.
  • Create and save purpose-built views of data for specific uses in Klipfolio that update with changes to Dynamics CRM.
  • Work with virtual dataset views of Microsoft Dynamics CRM data instead of entire tables and datasets.
  • Blend, customize, and rearrange data in Connect Cloud so its ready for Klipfolio.

Access Dynamics CRM in Klipfolio
Safeguard data

Dynamics CRM to Klipfolio Features


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No data movement required

Ditch the complicated ETL/ELT data integration tools and skip right to using data in the tool you need.

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Powerful user-based access controls for centralized data governance

Grant unlimited self-serve data access to users without the possibility of accidentally viewing, altering, or deleting data.

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Any data, any application – available in familiar rows and columns

Connect Cloud does the hard work of translating any source connection to tables that can be read by SQL or analyzed in a spreadsheet.

Get started with CData Connect Cloud today