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Infoveave Help

Microsoft Dynamics

Microsoft Dynamics connection helps Infoveave authenticate with your Dynamics ERP or CRM instance and retrieve business, finance, and customer data for analytics and automation.

Adding a Microsoft Dynamics Connection

To create a new Microsoft Dynamics connection:

  1. Go to Administration > Connections
  2. Click New Connection and select Microsoft Dynamics from the available connectors
  3. In the New Microsoft Dynamics Connection form, provide the required configuration details

Connection Parameters

When setting up a Microsoft Dynamics connection, you need to provide the following details:

FieldDescription
NameA unique name to identify your Dynamics connection
Authorization URLThe authentication endpoint used to obtain an access token
Client IDYour registered application’s client identifier
Client SecretYour application’s secret key used during authentication
Directory IDThe Azure AD tenant ID associated with your Dynamics instance
Service PathThe base URL of your Dynamics API service, for example: /api/data/v9.0/

Authentication

Microsoft Dynamics uses OAuth 2.0 for secure authentication. You must provide:

  • Your Azure AD Client ID
  • Your Client Secret
  • Your Directory (Tenant) ID
  • The correct Authorization URL

Once authenticated, Infoveave securely stores the access token and refresh token for continued access to your Dynamics environment.

Steps to Validate and Save

  1. Enter all required parameters including Name, Authorization URL, Client ID, Client Secret, Directory ID, and Service Path
  2. Click Validate to verify your Dynamics credentials and connectivity
  3. If validation succeeds, click Save to store the connection
  4. You can now use this Microsoft Dynamics connection as a datasource in your Infoveave workflows and dashboards

Example Use Cases

With a Microsoft Dynamics connection configured, you can:

  • Retrieve CRM entities such as contacts, accounts, opportunities, and leads
  • Access ERP modules including finance, inventory, and operations data
  • Build dashboards for customer engagement, sales pipelines, and financial KPIs
  • Create workflows that update or sync Dynamics data
  • Automate reporting across CRM and ERP entities
  • Combine Dynamics data with other Datasources for unified analysis