CRM & Sales · Integration
Embed a Microsoft Dynamics integration in your product
Add Microsoft Dynamics to your product for your customers, and give your AI agents governed access to it.
Microsoft Dynamics sits on Dataverse, and once you know that the integration starts to make sense. Records are entities with logical names, picklists are option sets whose stored values are integers rather than the labels a user sees, and customisations arrive as solutions that add entities and fields to one particular environment. Every customer has their own environment URL, so there is no single API host to point at, and the same field can be present in one tenant and missing in another depending on which solutions are installed. Reading entity metadata beats assuming a schema. fastn resolves the environment, keeps per-tenant tokens and their refresh flow, and carries API changes so a Dynamics update is not your release.
In your product
Embedded for your customers. Per-tenant auth, customized per customer, maintained by fastn.
Let each customer authorise their own Dataverse environment, so your product resolves their URL instead of a hard-coded endpoint.
Read entity metadata during setup so your product offers the fields their installed solutions actually added.
Translate option set values to and from the labels your users recognise, per environment.
Write opportunities and activities back into Dataverse so a seller sees your product's output where they work.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent looks up an account's related opportunities and activities in one environment before answering.
An agent updates a record within granted permissions, with the entity and environment recorded on the call.
An agent resolves an option set label before reporting a status, rather than quoting a raw integer.
Example prompt
Which opportunities on this account are still open, and what stage is each one in?
Set up Microsoft Dynamics in 4 steps
- 01Enable the Microsoft Dynamics connector from your fastn dashboard.
- 02Have each customer authorise their own Microsoft Dynamics account, so calls run under their credentials rather than a shared key.
- 03Decide which accounts, contacts and opportunities your product needs, map those fields, then enable the actions and triggers you want.
- 04Call it from your product and expose it to your agents through the same governed integration.
Why teams use the Microsoft Dynamics integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Microsoft Dynamics integration without building it. Your customers connect their own Microsoft Dynamics account inside your product and work their accounts, contacts and opportunities there, and nothing lands on your team.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Microsoft Dynamics update is not your on-call problem.
- One integration serves your product and your agents. The same governed Microsoft Dynamics integration powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
Used by these teams
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SAP Sales CloudWorks well with
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OutreachMicrosoft Dynamics integration FAQ
How do I add a Microsoft Dynamics integration to my product?
Enable the Microsoft Dynamics connector in your fastn dashboard, then let each customer authenticate their own Microsoft Dynamics account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Microsoft Dynamics client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Microsoft Dynamics account?
Yes. Every integration is scoped to the individual customer, so each authorises their own Microsoft Dynamics account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Microsoft Dynamics integration?
Yes. The same integration is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent looks up an account's related opportunities and activities in one environment before answering. A prompt that works on day one: "Which opportunities on this account are still open, and what stage is each one in?"
Who maintains the Microsoft Dynamics integration?
fastn does. When Microsoft Dynamics changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' integrations keep working.
Does the Microsoft Dynamics integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Microsoft Dynamics schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from Microsoft Dynamics, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Microsoft Dynamics do not drift apart.
What can I build with the Microsoft Dynamics integration?
A common starting point: let each customer authorise their own Dataverse environment, so your product resolves their URL instead of a hard-coded endpoint. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Microsoft Dynamics integration cost?
It is included. Pricing is based on customer connections, not on how many connectors you enable, so adding Microsoft Dynamics does not change your cost. You can start free with 3 customer connections.
Add Microsoft Dynamics to your product
Start free with 3 customer connections. No sales call required, and no per-customer integration code.