Apteco insider programme

At Apteco, we’re always working hard to improve our software for you.

The Apteco Insider Programme (AIP) gives you early information on upcoming major features.

You can also help shape our development process by sharing your feedback on certain upcoming features via early access and engagement.

You can sign up and join our Apteco insider programme by following three simple steps available on our partner portal.

Microsoft Dynamics as a data source

Users can now specify, connect to, and ingest data from an Microsoft (MS) Dynamics 365 data source into Apteco connect on a manual or scheduled basis.

We allow the creation of both Customer Data Tables (CDTs) and User Defined Tables (UDTs), meaning this data source can be used in conjunction with Apteco CDP.

This feature benefits any user that has data stored within MS Dynamics 365. You can now extract and use your MS Dynamics data in combination with any other sources you’re able to define, and use within Orbit connect.

For more information on MS Dynamics as a data source with Apteco, see:

We don’t include specialised support for MS Dynamics in V1, necessitating some manual configuration by the user e.g.

  • Variable definitions

  • System specification

We’re also not including any preconfigured dashboards in V1.

Apteco CDP

A CDP (Customer Data Platform) is defined by the CDP Institute as ‘packaged software that creates a persistent, unified customer database that is accessible to other systems'.

The Apteco CDP allows you to consolidate multiple, disparate customer data sources into a single, unified dataset. It achieves this through matching and deduplication, creating customer records with associated attributes such as email addresses, phone numbers, and physical addresses.

The Apteco CDP journey begins with data ingestion, which consists of data upload, data mapping, and ID resolution. Once complete, your unified data can then be built into an Orbit system for analytical and campaign activities, all within the Apteco Cloud.

Apteco CDP V1 data structure

Apteco CDP V1 uses standard data structures to store information on:

  • Individuals

  • Individual attributes

Data is ingested from your data source configured in Apteco Orbit. You can choose from different identity resolution strategies, and create/update individual records.

In Apteco CDP V1, all other data comes from the standard attribute store already used by Orbit connect.