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Microsoft Dynamics 365 Integration

Microsoft Dynamics 365 is an enterprise CRM and ERP platform. This integration automatically synchronizes Ory-managed user identities into Dataverse as Contacts

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Microsoft Dynamics 365

Benefits with Ory + Microsoft Dynamics 365 Integration

Integrating Microsoft Dynamics 365 with Ory automates the synchronization of user identities into your CRM. By upserting Ory users as Contacts in Dataverse, your sales and marketing teams instantly gain visibility into new registrations without manual data exports. This ensures stable cross-system identifiers and a unified view of your customer pipeline

Use Cases

CIAM

Solves the challenge of disconnected consumer pipelines by automatically synchronizing user identities into Dataverse as Contacts.

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B2B IAM

Enhances enterprise sales efficiency by providing B2B teams with instant visibility into new registrations, ensuring stable cross-system identifiers without manual exports

Explore B2B IAM

Core Functionality

  1. Automated CRM Synchronization

    Automatically creates or updates contact records in Dynamics 365 during user registration or profile updates.

  2. Reliable Data Matching

    Uses unique identity keys to ensure accurate data correlation and prevent duplicate records.

  3. Secure Server-to-Server Auth

    Leverages Microsoft Entra ID OAuth2 credentials for safe and authorized access to the Dataverse API.

  4. Non-Blocking Performance

    Executes CRM updates asynchronously to ensure a fast and frictionless user authentication experience.

  5. Environment-Aware Routing

    Automatically adapts to region-specific Dataverse endpoints for global compatibility

Frequently Asked Questions