Databases & CRM
Set up Microsoft Dynamics 365 (CRM)
Connect a Microsoft Dynamics 365 org. It reads your accounts, contacts, opportunities, cases and leads and how they relate, and turns each into a record the assistant reasons over alongside your documents, with the tasks, calls, appointments, emails and notes logged against them brought in too. Read-only.
Before you start
- Your Dynamics organization URL (https://yourorg.crm.dynamics.com) — the connection is scoped to it.
- Self-service, done once by IT: register an app in the Entra admin center (App registrations → New registration), copy its Directory (tenant) ID and Application (client) ID, create a client secret, then in the Power Platform admin center add that app as an APPLICATION USER on your environment with a read role.
- A raw access token also works, but Microsoft expires it within about an hour — a quick test only.
- Documents → Dynamics 365, enter your Organization URL.
- Paste the Directory (tenant) ID, Application (client) ID and Client secret — or, only as a quick test, an Access token.
- Under Advanced, choose whether tasks, calls, appointments, emails and notes come in (Include activity, on by default) and optionally list Only these objects to narrow the sync.
- Choose access groups, Test, then Sync.
What comes in
- Accounts, contacts, opportunities, cases and leads as linked records.
- Tasks, calls, appointments, emails and notes logged against them; note attachments become documents of their own — unless Records only is chosen.
| Include activity | Whether logged activity syncs alongside accounts, contacts, opportunities, cases and leads — on by default. |
|---|---|
| Only these objects | Optional allow-list, one Dynamics entity-set name per line (accounts, contacts, opportunities, incidents, leads) — blank syncs all five. |
Access
Visible only to the access groups chosen when the source is set up — Dynamics exposes no per-record viewers here, so that list covers everything the source brings in.
Read-only. The app-credentials path never expires on its own; a pasted access token dies within an hour. Opportunity amounts are totalled per account, and note attachments become documents. An entity set this user can't read is skipped with a notice; each type and the activity feeds are capped at 5,000 records.
Last updated 20 Sep 2026