Dynamics 365 CRM

Dynamics 365 CRM (opens in a new tab) is a customer relationship management platform built on Microsoft Dataverse that stores contact, lead, account, activity, and transactional data, accessible via an OData 4.0 REST API.

OAuth 2.0 must be configured ahead of time to authorize requests against this service.

Prerequisites

In order to integrate with Dynamics 365 CRM, you'll need to complete the following setup in Microsoft Entra ID and Power Platform, then collect the required credentials:

1. Register an application in Microsoft Entra ID — record the Application (client) ID, Directory (tenant) ID, and a Client secret or certificate. Docs (opens in a new tab)
2. Create an Application User in Power Platform Admin Center — map it to the Entra app registration. This is unlicensed (free). Docs (opens in a new tab)
3. Create and assign a custom security role (e.g., "Fides DSR Connector") with Read and Write access on all supported entity types. Docs (opens in a new tab)

Once setup is complete, you'll need to collect the following information:

Integrating with Dynamics 365 CRM

To integrate an existing system with Dynamics 365 CRM:

1. Navigate to Data map → View Systems and choose the system that you want to connect.
2. Click on the Integrations tab.
3. Pick the vendor or system type that you want to integrate with from the Connection type drop-down menu.
4. Complete the required fields for the integration and click Save.

To authorize the integration so that it can connect to Dynamics 365 CRM:

1. Click on Authorize integration to be redirected to the Microsoft authorization screen.
2. Enter your Microsoft credentials and click Log in.
3. You will automatically be redirected back to the Fides UI using the Redirect URL that was provided in the form in the previous step.

You may confirm your connection is working using the Test connection button, if desired.

To learn more, please see our guide for Managing Integrations.

Technical detail

Fides utilizes API endpoints to access the API service for a SaaS application. An API service is the programmatic interface through which Fides can query and update data within an application to access, rectify, or delete personal information. Each SaaS tool will have a unique set of endpoints to enable privacy functions.

Dynamics 365 CRM does not have a dedicated DSR API. Fides composes data subject requests using standard Dataverse Web API operations. Access uses OData $batch to bundle all collection queries into two HTTP calls per request. Erasure masks personal data in place using PATCH requests — string fields (names, phone numbers, addresses) are overwritten with "MASKED", and typed fields with format constraints (birthdate, gendercode) are set to null. Records are never deleted. Sales Orders are returned in access requests but are not modified during erasure.

In the table below, you can find which endpoints are used for each type of privacy function.

Dynamics 365 CRM endpoints