Dynamics 365 Connection

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The Dynamics 365 integration connects Revspire with your Microsoft Dynamics environment for CRM-backed workflows.

Where to Configure

  • Service user (org-level): Setup > Deal Room > CRM Integration
  • User connection (per-user): Main > Settings > Connection

Step 1: Service User Connection (Required First)

  1. Go to Setup > Deal Room > CRM Integration .
  2. Select CRM: Dynamics 365 .
  3. Enter Connection Name .
  4. Enter Instance URL .
  5. Select Environment if your org uses multiple environments.
  6. Click Connect and complete Microsoft authorization.
  7. Confirm status = Connected .

Copy Box: Service User Values

CRM: Dynamics 365
Connection Name: revspire-{org_slug}-dynamics-svc-prod
Instance URL: https://yourorg.crm.dynamics.com
Environment: Production
Expected Status: Connected

Step 2: User Connection

  1. Go to Main > Settings > Connection .
  2. Click + Add Connection .
  3. Select CRM: Dynamics 365 .
  4. Set Connection Name and Instance URL .
  5. Optional: enable Set as Primary .
  6. Complete Microsoft authorization.

Copy Box: User Connection Values

CRM: Dynamics 365
Connection Name: revspire-dynamics-{user_email}
Instance URL: https://yourorg.crm.dynamics.com
Set as Primary: true (recommended)
Expected Status: Active / Connected

Important Label Mapping

  • Dynamics URL label in Revspire: Instance URL
  • Must be full HTTPS domain: https://<org>.crm.dynamics.com

Troubleshooting

  • If auth fails immediately, recheck Instance URL format and tenant.
  • If users cannot connect, verify Microsoft admin consent policies and app approval.
  • If one environment works and another fails, confirm the correct environment URL is used.