The MS Dynamics – Custom Query integration empowers you to pull exactly the data you need from Microsoft Dynamics by writing your own FetchXML queries. Whether you're targeting specific entities or filtering by custom fields, this advanced integration gives you precise control over what data flows into your Alchemer workflows.
⚙️ Note: This integration is available as part of Alchemer’s enterprise offerings. If you're interested in adding it to your account, please contact an Alchemer representative to learn more.
What is a custom query?
Custom queries let you go beyond standard record pulls. Instead of relying on default fields or pre-built filters, you can define your own FetchXML to:
Target specific records
Include complex filter conditions
Access custom entities in your Dynamics 365 environment
Key benefits
Precision – Retrieve only the data you need
Flexibility – Build dynamic queries based on business logic
Integration depth – Connect with any Dynamics entity, standard or custom
Set Up a Custom Query In Alchemer
If your account includes this integration, follow these steps:
What you'll need:
- To authenticate with Dynamics
- Fields in this survey that contain information to use to find the specific entity record to get id, email, etc.
- Fields in this survey where you can save the entity record information
1. Go to your Microsoft Dynamics 365 integration
Navigate to Your Integrations > Microsoft Dynamics 365 within your Alchemer account.
2. Choose the 'Custom Query' option
When setting up your record pull, select Custom Query as the method.
3. Dynamics | Authentication
Authenticate with Dynamics.
4. Dynamics | Select entity type
Select the entity type you want to get.
5. Dynamics | Find entity record
Select the fields in this survey that contain the values you want to use to find the specific entity record in Dynamics
6. Dynamics | Get data back
Select the fields you want to get back.
7. Dynamics | Setup complete
Test and save.
A log of each run result can be found in the Individual Responses > Action Log.
Common use cases
Load contact records updated within a specific timeframe
Pull leads by region or owner
Target accounts with custom attributes or statuses
Ready to get started?
To enable this feature or learn more about enterprise integrations, please get in touch with our team. We're happy to help you unlock deeper data connections with Microsoft Dynamics.
