MODERNIZING CRM DATA AT SCALE

Organizations that operate Microsoft Dynamics 365 for customer relationship management while running their analytics workloads on Google Cloud Platform (GCP) face a recurring integration problem: CRM data must cross that platform boundary quickly and reliably, without duplicating transformation logic across pipelines or losing traceability of where a field originated. This paper presents a five-layer reference architecture developed to address that problem. Dataverse change tracking captures edits as they occur, an Apache Kafka backbone carries them downstream, Informatica Intelligent Data Management Cloud (IDMC) mappings handle transformation and data quality, a relational SQL database provides operational access and a reconciliation layer, and GCP's Pub/Sub, Dataflow, and BigQuery services form the analytics platform. Alongside the architectural design, this paper provides the deployment scripts, mapping configuration, and rollback mechanism used to operate the pipeline in production, together with a step-by-step case study that traces a single CRM record from Dynamics 365 into BigQuery.