---
title: Microsoft Dynamics
description: Learn how to connect and configure Microsoft Dynamics connections in Infoveave to access your ERP and CRM data.
---

import { Steps } from '@astrojs/starlight/components';

# Microsoft Dynamics

Microsoft Dynamics connection helps Infoveave authenticate with your Dynamics ERP or CRM instance and retrieve business, finance, and customer data for analytics and automation.

## Adding a Microsoft Dynamics Connection

To create a new Microsoft Dynamics connection:

<Steps>
1. Go to **Administration** > **Connections**
2. Click **New Connection** and select **Microsoft Dynamics** from the available connectors
3. In the **New Microsoft Dynamics Connection** form, provide the required configuration details
</Steps>

## Connection Parameters

When setting up a Microsoft Dynamics connection, you need to provide the following details:

| Field | Description |
|-------|-------------|
| **Name** | A unique name to identify your Dynamics connection |
| **Authorization URL** | The authentication endpoint used to obtain an access token |
| **Client ID** | Your registered application’s client identifier |
| **Client Secret** | Your application’s secret key used during authentication |
| **Directory ID** | The Azure AD tenant ID associated with your Dynamics instance |
| **Service Path** | The base URL of your Dynamics API service, for example: `/api/data/v9.0/` |

## Authentication

Microsoft Dynamics uses OAuth 2.0 for secure authentication. You must provide:

- Your Azure AD **Client ID**  
- Your **Client Secret**  
- Your **Directory (Tenant) ID**  
- The correct **Authorization URL**

Once authenticated, Infoveave securely stores the access token and refresh token for continued access to your Dynamics environment.

## Steps to Validate and Save

<Steps>
1. Enter all required parameters including **Name**, **Authorization URL**, **Client ID**, **Client Secret**, **Directory ID**, and **Service Path**
2. Click **Validate** to verify your Dynamics credentials and connectivity
3. If validation succeeds, click **Save** to store the connection
4. You can now use this Microsoft Dynamics connection as a datasource in your Infoveave workflows and dashboards
</Steps>

## Example Use Cases

With a Microsoft Dynamics connection configured, you can:

- Retrieve CRM entities such as contacts, accounts, opportunities, and leads  
- Access ERP modules including finance, inventory, and operations data  
- Build dashboards for customer engagement, sales pipelines, and financial KPIs  
- Create workflows that update or sync Dynamics data  
- Automate reporting across CRM and ERP entities  
- Combine Dynamics data with other Datasources for unified analysis