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, with the tasks, calls, appointments, emails and notes logged against them. Read-only.
- Enter your organization URL (https://yourorg.crm.dynamics.com) — the connection is scoped to YOUR org, so this comes first.
- The self-service way (no vendor involved): register an app in the Entra admin center (App registrations → New registration), 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.
- Paste the Directory (tenant) ID, Application (client) ID and client secret into this source's credentials.
- Choose access groups, Test, then Sync.
Read-only. The app-credentials path never expires on its own; a pasted access token dies within an hour, so treat it as a quick test. Opportunity amounts are totalled per account, and note attachments become documents.
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Last updated 29 Aug 2026