ARR & Retention Analytics for Dynamics 365
Standardize products, quantities, and terms, then automate ARR movements monthly.
We’ll assess your data health and show your readiness to automate ARR.
Why teams call us
The biggest blockers we solve inside Microsoft Dynamics 365.
How it works
We don’t store ARR in your CRM — we build an ARR Data Cube in your warehouse, compute the monthly Roll-Forward (New, Expansion, Contraction, Churn) in ELT, and surface it in BI for a CFO-owned data layer.
Under the hood
- We map seven core elements — Customer, Start Date, Expiration Date, Units, Unit Price (native), Product, and Segmentation — to ensure reconciliation to GAAP and Billing with auditability built in.
Integration Notes for Microsoft Dynamics 365
Typical field mappings and architecture patterns we implement.
FAQs
Related integrations
Explore other CRMs and ERPs we support.
Other CRMs
Turn Salesforce opportunity + subscription data into CFO-grade ARR cubes, roll-forwards, and retention analytics—automated, auditable, and board-ready.
Clean HubSpot deals + subscriptions into an ARR cube and monthly roll-forward. Automate renewals, churn, and expansion analytics.
Automate ARR cubes and roll-forwards from Zoho CRM with CFO-grade integrity and BI-ready datasets.
Transform Pipedrive deals into a governed ARR cube and automated roll-forward. Clarity across renewals and expansions.
Standardize Freshsales data into an ARR cube and roll-forward—board-ready in weeks.
Bring Close CRM data into a robust ARR cube and automated roll-forward.
Standardize Copper pipelines into ARR cubes and automated roll-forwards.
Create an ARR cube and automated roll-forward from SugarCRM—auditable and fast.
Popular ERPs
Tie CRM and billing to NetSuite with an ARR cube and monthly roll-forward. Fast closes, clean variance, auditable trails.
Standardize contracts and invoices from Sage Intacct into a CFO-grade ARR cube with monthly roll-forward.
Reconcile CRM and billing with Dynamics 365 Finance using a governed ARR cube and monthly roll-forward.
Turn Oracle Fusion transactions into a CFO-grade ARR cube and roll-forward with clear reconciliation.
Harmonize SAP data with CRM to deliver ARR cubes, roll-forwards, and retention analytics.
Ready to trust your ARR?
We’ll build the ARR cube and roll-forward inside your stack, then hand you the keys.