Dynamics 365 Sales: Connect Fabric Lakehouse data to AI‑powered sales research

Many organizations store critical operational and financial data such as revenue actuals, targets, and budgets in Microsoft Fabric Lakehouse rather than in Dynamics 365 Sales. Without native connectivity, sales insights remain limited to Dynamics 365 Sales data and require manual data movement or duplication to incorporate operational context. The Fabric Lakehouse connector allows you to bring trusted operational data directly into AI-powered sales research experiences. By enabling unified analysis across Dynamics 365 Sales and Lakehouse data, you can eliminate data silos, improve insight accuracy, and ensure sales decisions are grounded in both pipeline activity and real operational outcomes. The Fabric Lakehouse connector provides an integration between Dynamics 365 Sales research experiences and data stored in Microsoft Fabric/OneLake. With this integration, you’ll be able to: Connect to Fabric Lakehouse tables without manual exports or data replication. Allow AI-powered agents to query and reason across Dynamics 365 Sales (Dataverse) and Lakehouse data together. Add support for operational and financial datasets, including: Revenue actuals Targets and budgets Invoicing and backlog View sales and sales operations insights seamlessly within AI-powered research and analysis experiences. This connector serves as the foundational integration layer for multisource sales analysis. It enables advanced sales operations, financial, and performance insights by allowing AI-powered experiences to combine sales activity data with trusted operational data in a single, coherent view. Learn More

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