Integrations with Microsoft Dynamics 365

Q: How is data security managed?

Data security is ensured through Azure Active Directory and DLP policies. Roles and permissions can be defined in Dataverse for secure access.

Q: Can I automate workflows between different modules?

Yes, Power Automate allows you to create flows between Dynamics 365 Sales, Field Service, Finance, and other Power Platform apps.

Discover how Power Platform perfectly integrates with Dynamics 365 applications to create connected, intelligent, and scalable business solutions.

Integration Overview

Microsoft Power Platform and Dynamics 365 applications share a common technological ecosystem based on Microsoft Dataverse and Microsoft Azure cloud infrastructure. This architecture enables deep interoperability between CRM and ERP modules, fostering end-to-end solutions that unify data, processes, and automation.

Thanks to native integrations, you can synchronize information across systems, automate workflows, and enable advanced analytics without complex customization. Integrations cover sales, customer service, finance, supply chain, marketing, and predictive analytics scenarios.

Architectural Principles

Use of Dataverse as a shared data layer between Dynamics 365 and Power Platform.
Transparent integration with Microsoft 365 and Azure for communication, security, and AI services.
Support for extensibility via Power Apps Component Framework (PCF) and backend integration patterns.
Unified user and policy management through Azure Active Directory.

Integration Flow Diagram

Main Dynamics 365 Integrations

Dynamics 365 Sales

The Sales solution integrates with Exchange Online for synchronization of emails, appointments, and contacts, and with Azure Cognitive Services to power Sales Insights features. These integrations automate data collection and provide intelligent suggestions to sales users.

Native integration with Outlook and Teams for collaboration.
Bidirectional synchronization with Microsoft 365.
Automation support via Power Automate.

Dynamics 365 Customer Service

The Customer Service module leverages integration with Power Virtual Agents and Omnichannel for Customer Service to provide multichannel service experiences. Data is managed in Dataverse and can be analyzed in Power BI to monitor SLAs and KPIs.

Case and queue management through Dataverse.
Integration with Teams for real-time collaboration.
Advanced reporting with Power BI.

Dynamics 365 Field Service

Field Service extends with Connected Field Service and Azure IoT Hub, enabling predictive maintenance and remote monitoring scenarios. Through integration with Azure, IoT devices can send real-time data to Dataverse, automatically triggering work orders and notifications.

IoT integration via Azure IoT Central or IoT Hub.
Support for HoloLens and Dynamics 365 Remote Assist.
Automation of maintenance and ticketing processes.

Dynamics 365 Finance and Supply Chain Management

The Dynamics 365 Finance and Supply Chain Management ERP modules are not based on Dataverse but can integrate with Power Platform via Dual-Write and Azure Synapse Link. This enables bidirectional exchange of financial, accounting, and logistics data, maintaining consistency across systems.

Near real-time data integration via Dual-Write.
Advanced ERP data analysis with Power BI and Synapse Analytics.
Accounting automation with Power Automate and Azure Logic Apps.

Dynamics 365 Marketing

The Marketing module uses Azure for hosting portals and campaigns, integrating with Power Platform for lead data management and customer journey personalization. Integration with Power Pages allows publishing of forms and landing pages directly connected to Dataverse.

Portals and forms hosted on Azure and integrated into Dataverse.
Campaign management and automation via Power Automate.
Marketing performance analysis with Power BI.

Frequently Asked Questions about Dynamics 365 Integration

Is an Azure license required to use these integrations?

For many integrations, such as Sales, Marketing, or Power Pages, a separate Azure license is not required: underlying services are managed by Microsoft in a shared mode. However, for advanced scenarios like Connected Field Service or Synapse Link, a dedicated Azure subscription is necessary.

How is data security managed?

All data is protected through Azure Active Directory and DLP policies. You can define roles, permissions, and granular controls in Dataverse to ensure secure and compliant access.

Can I automate workflows between different modules?

Yes. With Power Automate you can create flows between Dynamics 365 Sales, Field Service, Finance, and other Power Platform apps using standard and custom connectors.

Want to learn more about Dynamics 365 integrations?

Discover how Power Platform connects your Dynamics 365 systems with Microsoft 365 and Azure to create intelligent and scalable business solutions.

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