Integrations

Microsoft Dynamics 365

Status
Disabled
Environment
https://YOUR-ORG.crm.dynamics.com
Last sync
never
Synced records
0 accounts · 0 contacts · 0 deals
Configure credentials in appsettings (or user-secrets) to enable.

Authorization checklist

  1. In Microsoft Entra ID, register a new app and capture the Tenant ID and Application (client) ID.
  2. Create a client secret under Certificates & secrets.
  3. In your Dynamics environment, create an Application User tied to the same client ID and assign a security role with read access to accounts, contacts, and opportunities.
  4. Set Dynamics:EnvironmentUrl, TenantId, ClientId, and ClientSecret in appsettings (use dotnet user-secrets for the secret) and set Enabled to true.