Dynamics 365 connector for Okou
Connect Microsoft Dynamics 365 Customer Engagement to read accounts, contacts, leads, opportunities, activities, and cases through the Dataverse Web API.
Sales & operations · Microsoft Entra access token and environment host
Use Dynamics 365 in Okou
Use Microsoft Dynamics 365 Customer Engagement and Dataverse to read accounts, contacts, leads, opportunities, activities, and cases through the Web API.
Once connected, supported Dynamics 365 actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Dynamics 365
- Read the Dataverse service document, schema metadata, and the authenticated user's identity.
- Read Dynamics 365 account collections and individual account records.
- Read Dynamics 365 contact collections and individual contact records.
- Read Dynamics 365 lead collections and individual lead records.
- Read Dynamics 365 opportunity collections and individual opportunity records.
- Read Dynamics 365 task, appointment, email, and phone-call activity records.
- Read Dynamics 365 customer-service case collections and individual case records.
How the Dynamics 365 connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Dynamics 365
Choose Microsoft Entra access token and environment host.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Dynamics 365 securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Microsoft Entra access token and environment host
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Dynamics 365 connector questions
- What can Okou do with Dynamics 365?
- Connect Microsoft Dynamics 365 Customer Engagement to read accounts, contacts, leads, opportunities, activities, and cases through the Dataverse Web API. Documented actions include: Read the Dataverse service document, schema metadata, and the authenticated user's identity. Read Dynamics 365 account collections and individual account records.
- How do I connect Dynamics 365 to Okou?
- Connect Dynamics 365 using Microsoft Entra access token and environment host. The connection controls which supported actions a workflow can use.
- Can Dynamics 365 run in an automated workflow?
- Yes. After it is connected, supported Dynamics 365 actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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