Microsoft Dynamics 365 — ERP Connector Setup

Microsoft Dynamics 365 is a suite of enterprise business applications covering ERP, CRM, Finance, Supply Chain, and more. The BizOSaaS Dynamics 365 connector integrates with Dynamics using OAuth 2.0 and the Dataverse / Web API to sync finance, sales, and operations data with your AI agents.

Prerequisites

• A Microsoft 365 / Dynamics 365 subscription with an active environment
• An Azure Active Directory (AAD) tenant with admin rights
• Access to portal.azure.com to register an app

Step 1: Register an App in Azure Active Directory

1. Log in to portal.azure.com
2. Go to Azure Active Directory → App Registrations → New Registration
3. Fill in the details:
   • Name: BizOSaaS Dynamics Connector
   • Supported Account Types: Select your organisation's tenant
   • Redirect URI: https://api.bizoholic.com/api/auth/callback/dynamics-365
4. Click Register
5. Save the Application (client) ID and Directory (tenant) ID

Step 2: Create a Client Secret

1. In your registered app, go to Certificates & Secrets → New Client Secret
2. Set an appropriate expiry (24 months recommended)
3. Click Add and immediately copy the Value (it won't be shown again)

Step 3: Configure API Permissions

Add the following API permissions under API Permissions → Add a permission:

API	Permission	Type
Dynamics 365 (Dataverse)	user_impersonation	Delegated
Microsoft Graph	User.Read	Delegated

Click Grant Admin Consent after adding the permissions.

Step 4: Add BizOSaaS as an Application User in Dynamics

1. In your Dynamics 365 environment, go to Settings → Security → Users
2. Switch the view to Application Users
3. Click New and set User Type to Application User
4. Enter the Application ID from Step 1
5. Assign a security role (e.g., System Administrator or a custom role with appropriate entity access)

Step 5: Connect to BizOSaaS

1. In your BizOSaaS dashboard, go to Settings → Integrations → Microsoft Dynamics 365
2. Enter:
   • Tenant ID (Directory ID from Step 1)
   • Client ID (Application ID from Step 1)
   • Client Secret (from Step 2)
   • Dynamics Environment URL (e.g., https://yourorg.crm.dynamics.com)
3. Click Test Connection to verify
4. Click Save once the connection shows ✅ Connected

Step 6: Configure Data Sync

Entity	Frequency	Dynamics Table
Accounts (Companies)	Every 1 hour	accounts
Contacts	Every 1 hour	contacts
Sales Orders	Every 30 min	salesorders
Invoices	Every 30 min	invoices
Products/Catalog	Daily	products
Purchase Orders	Every 1 hour	purchaseorders
Opportunities	Every 30 min	opportunities

Available AI Actions

Action	Description
Create Sales Order	Generate a sales order from a CRM deal
Update Account	Sync enriched company data back to Dynamics
Fetch Invoice Status	Check payment status for outstanding invoices
Create Contact	Add new contacts discovered via BizBot leads
Get Open Opportunities	Pull pipeline data for AI-powered forecasting
Trigger Workflow	Kick off a Dynamics Power Automate flow

Troubleshooting

Issue	Solution
AADSTS50011 — Redirect URI mismatch	Ensure the Redirect URI in Azure exactly matches https://api.bizoholic.com/api/auth/callback/dynamics-365
Access Denied in Dynamics	Verify the Application User has the correct Security Role assigned
403 Forbidden on entity sync	The assigned role may lack read permissions for that Dynamics entity
Token expiry	Tokens auto-refresh; if failing, re-save the Client Secret
Environment URL incorrect	Use the full URL from Dynamics Settings → Customization → Developer Resources

Support

For detailed API reference, see the Microsoft Dataverse Web API documentation or contact BizOSaaS support.