Dynamics 365 Connection

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.