Fetch

Governed self-service access to enterprise data

Business teams create complex data segments and visual reports without knowing the database or waiting on IT.

How data flows through dhino

Connect any enterprise data source. Get governed, consistent outputs for business users.

CRM ERP Database Billing contoso.crm.dynamics.com Dynamics 365 | Segments New Segment Selected criteria: INCLUDE Active customer = Yes approved template EXCLUDE Last touch ≤ 7 days on Dynamics 365 Sales, Marketing & Customer Service Add criteria... Include Exclude Last purchase on Dynamics 365, Business Central Newsletter subscribers approved template Region approved template
CRM
ERP
Database
Billing
dhino
Dynamics 365
Active customer Last touch: 7+ days

What dhino FETCH gives you

Templates defined by your organization, encoding your logic. Created once by experts, used safely by everyone.

Segment Anything

No artificial limits. Segment on any table, any entity. Combine, subtract, and intersect datasets in multi-step operations.

Consistent Results

The right fields are predefined in templates. Same question, same answer, every time. No conflicting numbers.

Governed Self-Service

Role-based access control, field-level permissions, controlled execution. Safe self-service without raw database exposure.

Visual Reports

Not just lists. Visual reports with charts, trends, and dashboards. Ready for email delivery or API consumption.

Usage Scenarios

Multi-step campaign segmentation

Marketing needs a target audience: all contacts matching criteria X, minus everyone contacted this quarter, plus newsletter subscribers, intersected with a regional filter. A multi-step segment that would take hours in Excel.

No manual Excel combining. No waiting for IT. Each step builds on the previous one, governed and repeatable.

Result: Complex campaigns ready in minutes, not days.

Sales pipeline reporting

Sales leadership wants a weekly pipeline report. Visual, comparable week-over-week, delivered every Monday morning. Not a flat list, but charts, trends, and actionable breakdowns.

  • • Visual HTML report delivered via email
  • • Can be surfaced through AI agents on demand
  • • Same logic, same format, every week

Result: Accurate numbers every Monday morning, automatically.

Cross-system financial reporting

Finance reconciles data from ERP, CRM, and billing. Each system has different schemas. Someone spends half a day stitching it together every month.

  • • Multiple sources, unified through one template
  • • Consistent definitions across systems
  • • One report, one truth

Result: Month-end close without the spreadsheet chaos.

API-based external use

Segments and data aren't just for internal reports. Fetch outputs can power external systems too.

  • • Segments exposed via API
  • • Embedded in websites
  • • Served to AI agents
  • • Powers dynamic event agendas and landing pages

Result: Fetch defines the segment. Other systems consume it.

How dhino FETCH works

Experts build templates once, encoding the correct logic and access rules. Business users run them with simple parameters and get reliable results in any format.

How dhino FETCH works: Stage 0 shows the problem of scattered data, Stage 1 shows an expert building a template, Stage 2 shows anyone running it, Stage 3 shows clean results as visual reports, data lists, or JSON/API

Why standard tools aren't enough

  • Dynamics 365 only segments on Account, Contact, Lead. Nothing else.
  • Power Apps has no real segmentation, just temporary views
  • Excel workarounds everywhere. Manual, error-prone, inconsistent.
  • Logic lives in people's heads, lost when they leave
  • IT becomes a bottleneck for routine data requests
Standard Tools dhino FETCH
Segment only on Account, Contact, Lead Segment on any table, any entity
Flat list output only Lists + visual reports
Logic lives in someone's head Logic encoded in templates
Every request goes through IT Self-service for business users

Who benefits from dhino FETCH

Primary Users

They want reliable segments, fast turnaround, and independence from IT.

  • • Marketing teams
  • • Sales teams
  • • Operations & Finance
  • • Event managers

Enabling Users

They create the foundation. Everyone else builds on it. They save significant time by encoding logic once, and gain trust in the solution through built-in guardrails.

  • • IT teams
  • • Data teams & power users
  • • Consultants & partners

Ready to stop waiting for data?

See how dhino FETCH can give your teams governed self-service data access. Complex segments without complexity.