Connect AI to live Dynamics 365 data, securely

Give your AI assistants, copilots, and agents direct access to your Dynamics 365 data—no exports, no ETL, no waiting.

Using Connect AI for AI-powered Dynamics 365 analytics, reporting, & actions

You have the data. It's accurate. It's valuable. But asking a simple question like "What's driving churn in Q2?" — still takes dashboards, analysts, and days. Connect AI changes that.

Natural Language Querying for Real Enterprise Data

Query Dynamics 365 naturally. Answer precisely.

Let executives, PMs, and analysts use natural language to query live Dynamics 365 data—without needing SQL, BI tools, or training.

Those questions you've avoided asking because the answer would require yet another reporting request? Ask them, and let AI help you explore your Dynamics 365 data.
Ask questions that combine data across sources

Combine Dynamics 365 data with data from other databases, data warehouses or other cloud apps — no pipelines required. Users can simultaneously blend data across multiple source systems, and produce the quantitative, descriptive, or historical analysis you need.
Secure data controls

Connect AI uses your existing authentication and your data access controls. No exposure, no shadow data, no exceptions. Users authenticate with their own credentials using the source's most trusted form of authentication to connect to the AI client. This ensures AI access respects the security and permissions your organization has already put in place.
Built for performance at scale

With query pushdown, parallel execution, and bulk operations, Connect AI delivers fast answers from even the largest orgs. Less time spent watching AI flash 'generating a response' equals faster analysis, deeper understanding, and overall better results.

Which reps are falling behind this quarter?

I'll help you analyze your Dynamics 365 data to answer this question. First, let me query Dynamics 365 structure and data to understand what we're working with.

View result from Dynamics 365MCP_run_query from Dynamics 365MCP (local)

…

AI that knows your data—and respects your rules

Connectivity—One endpoint. Every AI tool.
A single MCP endpoint connects your AI tools to live Dynamics 365 data—no ETL, no replication, no custom code.
Context—Not just data. Business meaning.
Connect AI surfaces business meaning behind your Dynamics 365 data, so agents reason more accurately at a fraction of the token cost.
Control—Your permissions. Your rules.
Your existing Dynamics 365 permissions and RBAC rules follow your data into AI—with full query logging for IT visibility.

Use cases for Dynamics 365 + Connect AI

Connect AI doesn't replace your data tools. It turns them into something everyone can use.

Your leadership asks better questions.
Your teams get faster insights.
Your org gets compound leverage.

That's what great software should do!

Stakeholder

Ask in English

What Connect AI Does

Sales VP

Which reps are falling behind this quarter?

Queries Salesforce, applies permission filters, returns ranked output

Product Manager

How many enterprise customers churned after 3 support tickets?

Joins CRM and support data via connectors

CPO

Show me product usage by plan for Q2 renewals.

Cross-system, governed query delivered in seconds

CFO

What is our current cash position across all business units?

Queries live data across ERP modules (GL, bank accounts, cash management) and consolidates balances.

Operations Analyst

Which records in our partner system API haven’t been updated in over 90 days?

Pulls data from an external system via API, compares timestamps, and returns stale entries.

Data Engineer

What is the query volume by schema over the last 7 days?

Queries usage logs or other data to track query counts and load by schema.

Head of Analytics

Which campaigns generated the highest ROI last quarter?

Joins campaign spend, attribution, and revenue data; returns ranked performance by campaign and channel.

Make AI Actually Work with Dynamics 365

No complicated data movement, ETL, or data integration required. Securely connect live Dynamics 365 data with any AI tool that supports MCP. Select your preferred tool below to learn more.

Microsoft Copilot Studio

Working with Connect AI + Dynamics 365

Getting started with Connect AI in four simple steps:

Sign up for a free trial

Configure your Dynamics 365 Connection

Configure your connection to Dynamics 365 by securely authenticating.

Connect AI to your data

Connect your AI client, LLM, or agent to Connect AI with the remote MCP server endpoint.

Stay connected

Source tools map directly to approved system actions for predictable execution in production.

Interested in traditional analytics?

Connect directly to Dynamics 365 data from the clients and tools you use everyday

BI & Analytics

Power BI

Tableau

Excel

ETL Tools

AWS Glue

Azure Data Factory

Low-Code Apps

PowerApps

AppSheet

Outsystems

And more

Ready to get started? Try Connect AI + Dynamics 365 today!

Turn questions into answers — with the infrastructure you already trust.

Get Started Free

Learn more

CData is the data layer that makes AI work in production—live connectivity and replication across hundreds of the most critical enterprise sources, semantic context, and built-in governance. Powering AI for Databricks, Microsoft, Google, Palantir, and 10,000+ customers worldwide.