Perimattic
analytics

D365 F&O ↔ Snowflake — Analytics Data Pipeline

The D365 F&O ↔ Snowflake connector by ERPPlugs streams F&O transactional + master data (GL, AR, AP, Sales, Purchases, Inventory) to Snowflake via CDC-based change tracking + Bring Your Own Database (BYOD) export patterns. Financial dimensions, legal entities, and currency all preserved so Snowflake dashboards join across F&O modules and non-F&O sources cleanly.

F&O data streams to Snowflake with CDC + change tracking; financial dimensions and legal entities preserved for dimensional analytics.

Dynamics 365 Finance & Operations
Snowflake
5-minute setup30-day money backNo coding required
Overview

What this connector does

Snowflake is the cloud data warehouse most enterprise analytics teams standardise on; D365 F&O is Microsoft's enterprise ERP. Bridging the two typically means either building custom BYOD (Bring Your Own Database) exports or hand-rolling CDC via Data Lake. The ERPPlugs D365 F&O ↔ Snowflake connector handles both patterns natively — CDC-based real-time change tracking for high-velocity entities (Sales Orders, Inventory), and BYOD-based scheduled exports for slower-changing entities (Chart of Accounts, Vendors, Customers). Financial dimensions, legal entities, currency, and fiscal period preserved so Snowflake dbt models join cleanly across F&O modules and non-F&O sources.

At a glance

Category
analytics
Capabilities
10
Synced data types
4
Setup time
~5 minutes
Architecture & Sync

How data flows and what gets synced

The bridge between Dynamics 365 Finance & Operations and Snowflake, and the exact records that move across it.

Data flow
Dynamics 365 Finance & Operations

Dynamics 365 Finance & Operations

ERPPlugs

ERPPlugs Engine

Snowflake

Snowflake

What flows across
Transactional entities (SO/PO/Invoices)Master dataHistorical GLFinancial dimensions
Sync details
Data TypeDirectionFrequency
Transactional entities (SO/PO/Invoices)D365 F&O → SnowflakeReal-time (CDC)
Master dataD365 F&O → SnowflakeEvery 15 min
Historical GLD365 F&O → SnowflakeDaily
Financial dimensionsD365 F&O → SnowflakeOn change
Capabilities

What's included

Everything this connector automates out of the box, no extra setup required.

D365 F&O CDC (change data capture) + BYOD export integration
Snowflake ingestion via Snowpipe or scheduled COPY INTO
Financial dimensions preserved on every fact row
Legal entity + currency + fiscal period preserved
GL, AR, AP, Sales, Purchases, Inventory, Fixed Assets covered
Master data (Chart of Accounts, Vendors, Customers, Items) sync
Historical backfill during onboarding
dbt-friendly schema (staging + intermediate + mart layers)
Multi-legal-entity consolidation into single Snowflake schema
Real-time + batch mixed patterns per entity
Why It Matters

Key Benefits

What changes for your team once this connector goes live.

CDC + BYOD Combined

Real-time for hot entities, batch for cold — cost-optimal.

Financial Dimensions Preserved

Every fact row carries F&O dimensional context.

dbt-Friendly Schema

Staging + intermediate + mart layers out of the box.

Multi-Entity Consolidation

Consolidate legal entities into one Snowflake schema.

Free to Try

Try the Dynamics 365 F&O ↔ Snowflake Connector Free

Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between Dynamics 365 Finance & Operations and Snowflake inside 5 minutes.

Compliance & Setup

Compliance-ready. Live in minutes.

What you get out of the box for statutory compliance — and the exact steps to go live.

Setup in Minutes

1

Configure D365 F&O CDC + BYOD

Enable change tracking on target entities + set up BYOD export destinations.

2

Provision Snowflake schema

Create staging + mart schemas; grant ERPPlugs the Snowflake role for writes.

3

Map entities + dimensions

Pick which entities use CDC vs BYOD; confirm financial-dimension mapping.

4

Enable sync + backfill

Kick off historical backfill; CDC begins on schedule.

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Keep Exploring

Explore More

Docs, guides, and other ways to get more out of Dynamics 365 Finance & Operations.

Answers

Frequently Asked Questions

CDC (Change Data Capture) streams row-level changes as they happen — used for high-velocity entities like Sales Orders + Inventory + Cash Balances. BYOD (Bring Your Own Database) is Microsoft's scheduled bulk export pathway — used for slower-changing entities like Chart of Accounts + Customer Master where real-time isn't needed. The connector uses the right pattern per entity so ingest cost stays predictable.

Every F&O transactional row carries financial dimensions (BusinessUnit, Department, CostCenter, Project, etc.). The connector writes each dimension as a distinct column on Snowflake fact tables so dbt models can filter + join on any dimension without a lookup.

Multiple F&O legal entities can consolidate into a single Snowflake schema with legal_entity as a partition column. Or each entity can land in its own schema for entity-level analytics team isolation. Both patterns supported at setup.

It's an alternative for enterprises already standardised on Snowflake for their data warehouse. Fabric + Synapse Link work well in Microsoft-native stacks; Snowflake shops need a different pathway, which this connector provides.

During onboarding, the connector runs a bulk historical export via BYOD covering the fiscal periods you specify (typically 3-5 years). CDC catches up incremental changes during the backfill window so no data is missed.

Get Started

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