Connecting Microsoft Dynamics 365 to Craveva

Overview

Prerequisites

• Active Microsoft Dynamics 365 subscription
• Azure AD application registration
• OAuth 2.0 credentials
• Appropriate Dynamics 365 licenses
• Craveva AI account

Step 1: Register Azure AD Application

1. Log in to Azure Portal (portal.azure.com)
2. Navigate to Azure Active Directory → App registrations
3. Click New registration
4. Fill in application details:
5. Click Register
6. Note your Application (client) ID and Directory (tenant) ID

• - Name: "Craveva AI Integration"
• - Supported account types: Choose based on your organization
• - Redirect URI: https://api.craveva.ai/oauth/dynamics365/callback

Step 2: Configure API Permissions

1. In your app registration, go to API permissions
2. Click Add a permission
3. Select Dynamics CRM or Microsoft Graph
4. Choose Delegated permissions
5. Select required permissions:
6. Click Add permissions
7. Click Grant admin consent (if you have admin rights)

• - user_impersonation: Access Dynamics 365 as the user
• - offline_access: Refresh tokens

Step 3: Create Client Secret

1. In your app registration, go to Certificates & secrets
2. Click New client secret
3. Add description: "Craveva AI Integration"
4. Set expiration (recommend 24 months)
5. Click Add
6. Copy the secret value immediately (shown only once)

Step 4: Get Dynamics 365 Organization URL

1. Log in to Dynamics 365
2. Note your organization URL (e.g., https://yourorg.crm.dynamics.com)
3. This will be your API base URL

Step 5: Connect Dynamics 365 in Craveva

1. Log in to Craveva AI dashboard
2. Navigate to Data Sources → Connect New Data Source
3. Select REST API connector
4. Choose ERP Systems or CRM & Loyalty Programs category
5. Enter connection details:
6. Click Authorize to start OAuth flow
7. Log in with your Microsoft account
8. Grant permissions
9. Once authorized, click Save

• - Name: "Microsoft Dynamics 365"
• - Base URL: Your Dynamics 365 organization URL (e.g., https://yourorg.crm.dynamics.com)
• - Auth Type: OAuth 2.0
• - Client ID: Your Azure AD Application (client) ID
• - Client Secret: Your client secret
• - Tenant ID: Your Directory (tenant) ID
• - Authorization URL: https://login.microsoftonline.com/{tenant-id}/oauth2/v2.0/authorize
• - Token URL: https://login.microsoftonline.com/{tenant-id}/oauth2/v2.0/token
• - Scope: https://yourorg.crm.dynamics.com/.default offline_access
• - Redirect URI: https://api.craveva.ai/oauth/dynamics365/callback

Step 6: Configure Dynamics 365 Endpoints

• Accounts: /api/data/v9.2/accounts - Company accounts
• Contacts: /api/data/v9.2/contacts - Customer contacts
• Leads: /api/data/v9.2/leads - Sales leads
• Opportunities: /api/data/v9.2/opportunities - Sales opportunities
• Cases: /api/data/v9.2/incidents - Support cases
• Products: /api/data/v9.2/products - Product catalog
• Invoices: /api/data/v9.2/invoices - Invoices
• Orders: /api/data/v9.2/salesorders - Sales orders

Step 7: Create Dynamics 365 Agents

Sales Management Agent

1. Track sales pipeline
2. Monitor opportunities
3. Predict deal closure
4. Optimize sales process
5. Generate sales reports

Customer Service Agent

1. Manage support cases
2. Track case resolution
3. Analyze customer satisfaction
4. Optimize service processes

Financial Management Agent

1. Track invoices and payments
2. Monitor accounts receivable
3. Generate financial reports
4. Analyze cash flow

Operations Agent

1. Manage inventory
2. Track orders
3. Monitor supply chain
4. Optimize operations

Available Data

Sales Module

• Leads, opportunities, and quotes
• Accounts and contacts
• Products and price lists
• Sales orders and invoices

Customer Service Module

• Cases and service requests
• Knowledge articles
• Service level agreements
• Customer satisfaction surveys

Marketing Module

• Marketing campaigns
• Marketing lists
• Customer journeys
• Marketing analytics

Finance & Operations

• Financial data
• Inventory management
• Supply chain
• Project management

Human Resources

• Employee data
• Payroll information
• Benefits management
• Performance reviews

Use Cases

Unified Business Management

• Connect all business modules
• Unified analytics dashboard
• Cross-module insights
• Automated workflows

Sales Automation

• Automate lead qualification
• Track sales pipeline
• Predict revenue
• Optimize sales process

Customer Service Excellence

• Automate case routing
• Track resolution times
• Analyze customer satisfaction
• Improve service quality

Financial Analytics

• Automated financial reporting
• Cash flow forecasting
• Budget tracking
• Financial insights

Operations Optimization

• Inventory management
• Order tracking
• Supply chain optimization
• Resource planning

Integration Methods

Web API

• RESTful API for data access
• OData protocol
• Standard HTTP methods

Dataverse

• Common data platform
• Unified data model
• Power Platform integration

Azure Services

• Azure Service Bus
• Azure Logic Apps
• Azure Functions
• Event-driven integration

Security Best Practices

• OAuth 2.0: Use OAuth for secure authentication
• Least Privilege: Grant minimum required permissions
• Token Management: Implement token refresh
• Data Encryption: Encrypt data in transit
• Audit Logging: Monitor API access

Troubleshooting

• Verify redirect URI matches exactly
• Check OAuth scopes are correct
• Ensure admin consent is granted
• Try clearing browser cache

• Tokens may have expired
• Re-authorize the connection
• Check Azure AD app is still active
• Verify permissions are correct

• Check Dynamics 365 has data
• Verify API permissions
• Ensure date filters are correct
• Wait for data sync
• Check API version compatibility

• Dynamics 365 has API rate limits
• Implement request throttling
• Cache responses when possible
• Use batch requests when possible

• Verify client ID and secret
• Check tenant ID is correct
• Ensure client secret hasn't expired
• Verify redirect URI matches

Best Practices

• API Version: Use latest stable API version
• Batch Operations: Use batch requests for multiple operations
• Error Handling: Implement comprehensive error handling
• Rate Limiting: Respect API rate limits
• Data Privacy: Handle sensitive data securely
• Monitoring: Set up alerts for integration issues

Next Steps

• Set up business dashboards
• Create automated workflows
• Build cross-module analytics
• Integrate with other Microsoft services
• Leverage Power Platform integration