Dynamics 365

Microsoft Dynamics 365 + Konnectify

Dynamics 365 Integration with Konnectify

Connect to Microsoft Dynamics 365 to manage CRM data, automate workflows, and sync customer information across your tools with reliable, configurable automations.

Accounts Cases Contacts Leads Invoices Opportunities 12 Triggers 24 Actions

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→ What is Dynamics 365? → API & Authentication → How to connect → Triggers (12) → Actions (24) → Popular automations → FAQ

What is Dynamics 365?

Microsoft Dynamics 365 is a suite of CRM and ERP applications used to manage customer relationships, sales pipelines, service operations, and financial processes. By integrating Dynamics 365 with Konnectify, you can keep records in sync, automate handoffs between teams, and reduce manual updates across your CRM stack.

This integration focuses on core CRM objects—Accounts, Contacts, Leads, Opportunities, Cases, and Invoices—so you can build reliable automations around customer lifecycle and service workflows.

New to Dynamics 365?

Learn about Dynamics 365 apps, set up your tenant, and choose the right CRM modules for your team.

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What you can automate

• Create and update Accounts from external sources

• Sync Contacts bi-directionally across systems

• Route and enrich new Leads automatically

• Keep Opportunities updated as deals progress

• Open and update Cases from support events

• Generate and sync Invoices for billing workflows

API & Authentication

Authentication method: OAuth 2.0 authorization

Konnectify connects to Dynamics 365 using Microsoft OAuth 2.0 (authorization code flow). You’ll sign in to Microsoft, consent to the requested permissions, and Konnectify will receive tokens to access your Dynamics 365 instance. Your client secret is used only to complete the OAuth exchange and is stored securely.

What this connector can do

Monitor for new or updated CRM records (polling-based triggers).
Create, update, fetch, and delete records for Accounts, Contacts, Leads, Opportunities, Cases, and Invoices.
Support common CRM sync patterns (e.g., create on event, update on change, fetch by ID for enrichment).

Note on permissions, limits & policies: Dynamics 365 enforces service protections and throttling. If you hit rate limits or long-running workflows, add delays, reduce polling frequency, and avoid high-volume loops. Also confirm that your Microsoft tenant and Dynamics environment allow API access for the app registration you’re using.

Official reference: Microsoft Dynamics 365(and your organization’s Dynamics 365 environment URL).

How to connect Dynamics 365 to Konnectify

Prerequisites

A Dynamics 365 (Dataverse) environment URL (example: https://yourorg.crm.dynamics.com).
A Microsoft Entra ID (Azure AD) app registration with a Client ID and Client Secret.
API permissions/consent to access your Dynamics 365 instance (scoped to your environment).
A Konnectify account with permission to create workflows and connections.

Add Dynamics 365 to a Workflow

In Konnectify, create a new Workflow (or open an existing one).
Click + Add step and search for Dynamics 365.

Authorize via OAuth 2.0

Enter your Dynamics 365 Instance URL (Base URL).
Provide your Client ID and Client Secret from your Microsoft app registration.
Click Connect and sign in to Microsoft to grant access.

Configure the Trigger or Action

Select the trigger (for example: Created or Updated Contact) or an action (for example: Create Account).
Map the fields you want to send into Dynamics 365 (or pick the record ID to update/get/delete).
Save your step configuration.

Warning: Deleting records is permanent. If you add any “Delete *” action, consider adding a review/approval step or conditions to prevent accidental data loss.

Test the Workflow

Run a test event (create/update a record in Dynamics 365, or send sample data to an action).
Verify the record in Dynamics 365 (and in downstream steps) to confirm field mapping.

Activate the Workflow

Turn the Workflow On.
Monitor the run history for errors and optimize polling/rate usage if needed.

Triggers 12

Dynamics 365 triggers run as polling checks. Konnectify periodically queries your Dynamics 365 instance for new or changed records and then starts your workflow.

Accounts 2 triggers

New Account

This trigger fires whenever a new account is created in your D365 instance.

Created or Updated Account

This trigger fires whenever an existing account is created or modified in your D365 instance.

Cases 2 triggers

New Case

This trigger fires whenever a new case is created in your D365 instance.

Created or Updated Case

This trigger fires whenever an existing case is created or modified in your D365 instance.

Contacts 2 triggers

New Contact

This trigger fires whenever a new contact is created in your D365 instance.

Created or Updated Contact

This trigger fires whenever an existing contact is created or modified in your D365 instance.

Leads 2 triggers

New Lead

This trigger fires whenever a new lead is created in your D365 instance.

Created or Updated Lead

This trigger fires whenever an existing lead is created or modified in your D365 instance.

Invoices 2 triggers

New Invoice

This trigger fires whenever a new invoice is created in your D365 instance.

Created or Updated Invoice

This trigger fires whenever an existing invoice is created or modified in your D365 instance.

Opportunities 2 triggers

New Opportunity

This trigger fires whenever a new opportunity is created in your D365 instance.

Created or Updated Opportunity

This trigger fires whenever an existing opportunity is created or modified in your D365 instance.

Actions 24

Use Dynamics 365 actions to create, update, fetch (by ID), and delete CRM records from your workflows.

Accounts 4 actions

Create Account

Creates a new account in Dynamics 365.

Update Account

Updates an existing account in Dynamics 365 by its ID.

Delete Account

Permanently deletes a account from Dynamics 365.

Get Account by ID

Gets a single account record from Dynamics 365.

Cases 4 actions

Create Case

Creates a new case in Dynamics 365.

Update Case

Updates an existing case in Dynamics 365 by its ID.

Delete Case

Permanently deletes a case from Dynamics 365.

Get Case by ID

Gets a single case record from Dynamics 365.

Contacts 4 actions

Create Contact

Creates a new contact in Dynamics 365.

Update Contact

Updates an existing contact in Dynamics 365 by its ID.

Delete Contact

Permanently deletes a contact from Dynamics 365.

Get Contact by ID

Gets a single contact record from Dynamics 365.

Leads 4 actions

Create Lead

Creates a new lead in Dynamics 365.

Update Lead

Updates an existing lead in Dynamics 365 by its ID.

Delete Lead

Permanently deletes a lead from Dynamics 365.

Get Lead by ID

Gets a single lead record from Dynamics 365.

Invoices 4 actions

Create Invoice

Creates a new invoice in Dynamics 365.

Update Invoice

Updates an existing invoice in Dynamics 365 by its ID.

Delete Invoice

Permanently deletes a invoice from Dynamics 365.

Get Invoice by ID

Gets a single invoice record from Dynamics 365.

Opportunities 4 actions

Create Opportunity

Creates a new opportunity in Dynamics 365.

Update Opportunity

Updates an existing opportunity in Dynamics 365 by its ID.

Delete Opportunity

Permanently deletes a opportunity from Dynamics 365.

Get Opportunity by ID

Gets a single opportunity record from Dynamics 365.

Popular automations

Examples of real-world workflows you can build with Dynamics 365 and Konnectify using the available triggers and actions.

Keep a clean Contact record on every change

When a contact is created or edited, enrich it (lookup by ID) and then update fields like segmentation, owner routing, or custom flags.

Created or Updated Contact → Get Contact by ID → Update Contact

Auto-qualify and assign new Leads

Whenever a new lead is created, automatically update it with qualification data and assignment rules (territory, owner, source normalization).

New Lead → Update Lead

Standardize Case intake and updates

When a case is created or updated, fetch the record details by ID and then apply consistent fields (priority, category, routing) using an update step.

Created or Updated Case → Get Case by ID → Update Case

Invoice sync and post-processing

When a new invoice is created, retrieve the full invoice by ID and then update it with downstream results (status, external reference, reconciliation flag).

New Invoice → Get Invoice by ID → Update Invoice

FAQ

How does authentication work for the Dynamics 365 connector?

The connector uses OAuth 2.0 with Microsoft sign-in. You provide your Dynamics 365 instance URL plus an Entra ID (Azure AD) Client ID and Client Secret. During connection, you authenticate in Microsoft and grant consent; Konnectify then uses tokens to access your Dynamics environment.

Which Dynamics 365 plans/environments are supported?

Most Dynamics 365 deployments that expose the Dataverse Web API are compatible. Availability can depend on your tenant configuration, security roles, and whether API access is enabled for your environment. If you’re unsure, verify API access with your Dynamics admin and test a simple “Get by ID” action.

Are triggers instant (webhooks) or polling?

All triggers in this connector are polling-based. Konnectify checks Dynamics 365 at regular intervals and triggers the workflow when it detects newly created or updated records (for example, Contacts or Opportunities).

How do I prevent duplicates (is there an upsert action)?

This connector does not include a dedicated Upsert action. To avoid duplicates, a common pattern is: Get * by ID (or keep an external ID mapping in your source system) → conditionally Create * or Update *. If you need upsert by alternate keys (like email), consider maintaining a lookup table or using Dynamics features such as alternate keys (configured in Dataverse) along with a custom approach.

What happens if Dynamics 365 rate-limits my workflow?

Dynamics 365/Dataverse can throttle high request volumes. If you encounter 429/throttling or transient errors, reduce concurrency, add delays between steps, and avoid triggering large bursts (for example, processing many updated records in a short window). For large syncs, consider scheduling and batching outside peak hours.

Can I connect multiple Dynamics 365 instances or tenants?

Yes. Create separate Konnectify connections—each with its own Dynamics 365 Instance URL and OAuth credentials (or separate app registrations). Then select the correct connection per workflow step.

What is the “Dynamics 365 Instance URL” and how should it be formatted?

It’s the base address of your Dynamics 365 environment (for example https://yourorg.crm.dynamics.com). Use the HTTPS URL to your environment, without extra paths. If you have multiple environments (dev/test/prod), ensure you’re using the correct one.

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