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Microsoft Dynamics 365

Overview​

Microsoft Dynamics 365 is a cloud-based business applications platform that combines CRM and ERP capabilities. Integrate with Dynamics 365 to sync sales, customer, and operational data with Suger.

Org-Level vs User-Level​

Org-Level: Uses Azure AD app registration with client credentials flow for organization-wide access. Best for backend integrations and automated workflows.

User-Level: Uses OAuth2.0 authorization code flow for individual user access. Each user authenticates via Microsoft OAuth to access their own Dynamics 365 data.

Create Integration (Org-Level)​

Org-level integration uses Azure AD client credentials for application-level access. This is suitable for backend integrations that need to access data across the organization.

Prerequisites​

  • Dynamics 365 instance URL (e.g., https://yourorg.crm.dynamics.com)
  • Tenant ID from Azure AD
  • Application User in Dynamics 365: Create an application user in Dynamics 365 linked to your Azure AD app registration. This application user will be used by Suger to access Dynamics 365 data via the Web API.

Create Application User in Dynamics 365​

  1. In Dynamics 365, go to Settings > Security > Users
  2. Change the view to Application Users
  3. Click New and fill in the details:
    • User Name: Enter a name (e.g., Suger Integration)
    • Application ID: Enter 1a00a839-496c-488d-a97a-4cdb171b747f
    • Display Name: Enter a display name (e.g., Suger Integration)
    • Email: Enter an email address (can be any valid email)
  4. Click Save
  5. After saving, assign the appropriate security roles to the application user

Authenticate​

  1. Navigate to Settings > Integrations
  2. Click Connect Dynamics 365
  3. Enter your Tenant ID and Instance URL
  4. Click Verify to test the connection
  5. Once verified, click Connect

Create User Integration​

User-level integration uses OAuth2.0 authorization code flow. Each user authenticates via Microsoft OAuth to access their own Dynamics 365 data.

Prerequisites​

  • Dynamics 365 instance URL (provided before OAuth authorization)

Before OAuth Authorization​

Before initiating the OAuth flow, you must provide your Dynamics 365 instance URL. This is required to construct the correct OAuth scopes and API endpoints.

Authenticate​

  1. Click Connect Now button in the User Integrations section

  2. Enter your Dynamics 365 Instance URL when prompted

  3. You will be redirected to Microsoft for authentication

  4. Sign in with your Microsoft credentials

  5. Click Accept to grant Suger permission to access your Dynamics 365 data

  6. After authorization, you will be redirected back to Suger

  7. Verify the integration by clicking the Verify button

Edit Integration​

For security purposes, editing an existing Microsoft Dynamics 365 integration is not allowed. The practical way is to delete it and then recreate it from the beginning.

Delete Integration​

The Microsoft Dynamics 365 integration can be deleted like all other integrations. Once the deletion is triggered, all integration info including the credentials and access tokens will be deleted immediately and permanently from Suger.

warning
  • Org-Level: To completely delete the integration, please also delete the application user from Dynamics 365 and consider revoking the application permissions from Azure Active Directory.
  • User-Level: Deleting the integration in Suger does not automatically revoke permissions granted in Microsoft. To fully disable access, the user must also revoke the application's permissions.

Steps to revoke Microsoft Dynamics 365 permissions (User-Level):

  1. Go to Microsoft Account → Privacy
  2. Select Apps and services
  3. Locate the Suger application that was granted Dynamics 365 access
  4. Click Remove these permissions

Supported Operations​

OperationOrg-LevelUser-Level
Read Data✓✓
Write Data✓✓
Sync Data--
Webhooks--

Note: Dynamics 365 integration does not support sync or webhooks at this time.