By connecting Microsoft Dynamics 365, your agent can sync leads and opportunities from your conversations with your Dataverse environment, and you gain tools so the agent can look up and write to Dynamics while chatting with a customer — for example, checking whether a contact with that email already exists before creating a duplicate one.
What you getBy connecting Microsoft Dynamics 365, your agent can sync leads and opportunities from your conversations with your Dataverse environment, and you gain tools so the …
Before you startNote — Each tenant registers ITS OWN app — never a shared one Unlike Excel/Microsoft 365 (Manual 26, a single multitenant app owned by your provider for this platfor…
In Microsoft: registering the app and giving it access to DataverseRequirements: admin permission in your Entra ID and in your Power Platform environment (section 2).
In Platform: connecting Microsoft Dynamics 365Requirements: Admin role; the four values from section 3.
Which actions to activate, and for whomConnecting Dynamics 365 doesn't activate anything on its own: both panel actions and agent tools are born off — the same "nothing on by default" principle …
Testing the connectionWith Dynamics 365 already connected, the detail's Status tab includes a Test connection button that checks, on the spot, that the saved credential is still valid ag…
Using it from the agent and from flowsWith the tools activated (section 5), your agent can look up and write to Dynamics 365 while chatting.
Common problemsCan I connect more than one Dynamics environment?
Disconnecting Microsoft Dynamics 365 and what happens to your dataRequirements: Admin role.