Master Dynamics 365 Data Extraction with PrecisionPoint Reveal

If you’ve ever tried to extract data from Dynamics 365 Finance & Operations (F&O) or Business Central, you’ll know the challenges all too well:

• Restricted access to certain tables and fields.

• Complex schemas that make reporting a headache.

• Azure dependencies that lock you into one route.

• High costs for storage and compute.

It’s a common story: the data is there, but it feels just out of reach.

What makes a great Dynamics 365 data connector?

Before looking at solutions, it’s worth asking what “good” looks like. Based on conversations we’ve had with customers, there are a few non-negotiables:

1. Flexibility – You shouldn’t be locked into a single destination. Whether your warehouse sits on Azure SQL, an on-prem SQL Server, or another database, your connector should adapt.

2. Security – Data extraction must be authenticated, encrypted, and compliant with corporate policies.

3. Ease of use – If it takes weeks to set up, it’s probably the wrong tool. A clean UI and simple scheduling make life easier for IT teams.

4. Performance – Incremental extracts, automated scheduling, and full loads when required. No one wants overnight jobs running until lunchtime.

5. Support – Because sooner or later, you’ll need help—whether that’s troubleshooting or advice on best practice.

Introducing PrecisionPoint Reveal

That’s where PrecisionPoint Reveal comes in. Reveal was designed specifically to solve the Dynamics 365 data challenge in a way that’s secure, simple, and scalable.

With Reveal, you can:

• Extract data directly from D365 F&O (Data Lake & Synapse) and D365 Business Central.

• Push it into Azure SQL Database, on-prem SQL Server, or practically any other database.

• Schedule extractions on your terms, using a straightforward user interface.

• Access all your data, including custom tables and fields.

• Choose between incremental updates or full refreshes depending on your reporting needs.

And because Reveal is a fully hosted SaaS solution, you don’t need to worry about infrastructure overheads. It’s managed, maintained, and supported by a team who live and breathe Dynamics data.

Why this matters

Think of your BI strategy as a pipeline. If the pipe is narrow, leaky, or clogged, you’ll never get the full benefit from tools like Power BI, Tableau, or Qlik. Reveal widens the pipe. It makes the flow effortless, so you can spend less time wrestling with schemas and more time turning data into decisions.

One of our clients, for example, had been relying on overnight data exports that often failed due to Azure restrictions. Since moving to Reveal, they now refresh their warehouse multiple times a day—and their analysts can finally run reports on current rather than yesterday’s numbers.

Best practices for extracting D365 data

Even with the right tool, it pays to follow a few golden rules:

• Start with the reporting need – Don’t extract everything “just in case.” Define your BI use cases, then map the data required.

• Balance frequency with performance – Not every table needs refreshing every hour. Prioritise based on business impact.

• Secure your pipeline – Ensure role-based access is in place and sensitive fields are handled appropriately.

• Test incrementally – Begin with a subset of data, validate it, then scale up.

Reveal helps here too, by giving you control over scheduling and scope without needing a developer in the room.

Final thoughts

Extracting data from Dynamics 365 doesn’t have to be painful. With the right connector, you can bypass Azure restrictions, automate extractions, and deliver reliable data flows into the destinations your business depends on.