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    CONNECTIONS / Microsoft Dynamics / Dynamics 365 to OpenAI Offline CAPI

    Dynamics 365 opportunities and process flows into OpenAI, built for OpenAI's Offline Conversions API.

    Signals reads your Dynamics 365 opportunities and process flows through scoped OAuth access to Dynamics 365, reading only your Dynamics 365 opportunities and process flows, then reports downstream revenue as OpenAI's conversion measurement comes online so OpenAI sees offline conversions without an export.

    Talk to our team Explore the setup

    dynamics -> openai-offline-capi :: live

    1. ● dynamics 365 → openai.capi :: live
    2. > read closed_deals rows=31,508
    3. hash sha256(email,phone) consent=filtered
    4. route openai deliver
    5. ✓ delivered · 27,097 matched

    WHAT THIS ENABLES

    Dynamics 365 to OpenAI Offline CAPI

    OpenAI Offline CAPI for Dynamics 365: Signals reports downstream revenue as OpenAI's conversion measurement comes online straight from your Dynamics 365 opportunities and process flows, hashed and consent-screened as records change.

    • Signals reports downstream revenue as OpenAI's conversion measurement comes online, reading your Dynamics 365 opportunities and process flows as records change.
    • Measurement in place before the surface scales, with no export step out of your Dynamics 365 opportunities and process flows.
    WHAT FLOWS WHERE

    The click, the conversion, and the credit.

    The conversion happens off OpenAI, away from any pixel. Here is how Microsoft Dynamics closes the loop.

    OpenAI credits the campaign that sourced the conversion conversion happens off-platform Ad click on OpenAI M CRM record sync recorded in Microsoft Dyn… S Signals hash · dedupe Offline Conversions API delivered · credited
    WHO THIS IS FOR

    Built for the teams that own the number.

    Early advertisers on OpenAI inventory measuring revenue from day one, working out of Dynamics 365 opportunities and business process flows.

    Enterprise RevOps teams on Dynamics 365 who need a revenue feed ready the moment OpenAI's offline measurement expands out of Dynamics 365 opportunities and process flows.

    HOW DATAHASH SETS IT UP

    From kickoff to verified events.

    1. Connect

      Scoped OAuth access to Dynamics 365, reading only your Dynamics 365 opportunities and process flows, mapped to OpenAI's Offline Conversions API and tuned for the emerging OpenAI ad surface.

    2. Map

      Columns from your Dynamics 365 opportunities and process flows align to OpenAI's Offline Conversions API in the visual mapper, hashed as the sync runs and checked for the emerging OpenAI ad surface.

    3. Deliver

      As records change, Signals reads your Dynamics 365 opportunities and process flows and reports downstream revenue as OpenAI's conversion measurement comes online, sends only the records that changed, with the emerging OpenAI ad surface watched in the debugger.

    WHAT YOU GET

    What changes when the CSV goes away.

    Capability Manual CSV upload Datahash
    Reporting Offline sales sit in a separate export, reconciled by hand. Revenue counted in the same Offline CAPI reporting as web conversions.
    Deduplication A re-uploaded file risks counting the same conversion twice. Deduped delivery, so a resent record never counts as a second conversion.
    Match visibility Match quality is a guess until the numbers look off. Match rate reported per upload, tied to the source event set that produced it.
    Effort and latency An analyst exports and uploads on a manual cadence. Server-side and automatic the moment Microsoft Dynamics records the event.
    ON THE WIRE

    What Offline CAPI actually receives.

    signals :: dynamics.openai-offline-capi :: wire

    1. ● signals :: event payload
    2. > POST /offline_conversions source=dynamics.closed_deals
    3. event_name "Purchase" · event_time 1784558040
    4. em sha256 "2b9d64…" · value 38743 · currency AED
    5. ✓ accepted · row_status delivered
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    FAQ

    Asked on almost every call.

    How often does the Dynamics 365 OpenAI Offline CAPI sync run?

    You set the cadence, from near-real-time to a nightly Dynamics 365 sync of your Dynamics 365 opportunities and process flows into OpenAI. Since Signals sends only the records that changed, a revenue feed ready the moment OpenAI's offline measurement expands keeps pace and enterprise RevOps teams on Dynamics 365 watch the emerging OpenAI ad surface. One scoped connection sets it up, cadence adjustable later.

    What match rate should a Dynamics 365-sourced OpenAI Offline CAPI batch expect?

    Match rate follows identifier coverage in your Dynamics 365 opportunities and process flows, which enterprise RevOps teams on Dynamics 365 control, not Dynamics 365 itself. A record with a current hashed email or phone matches for OpenAI; one missing both cannot. First-run feedback from Offline Conversions API pinpoints the emerging OpenAI ad surface, the number enterprise RevOps teams on Dynamics 365 tune against.

    NEXT STEP

    Dynamics 365 to OpenAI Offline CAPI, in production this week.

    Talk to our team All Microsoft Dynamics use cases