Integration guide
Microsoft Dynamics 365 + DataLgorithmics
Connect CRM and operational workflows to Dynamics 365 through approved data and integration routes.
Important: this page describes integration capability and delivery patterns. It does not imply a formal partnership, certification or marketplace listing with Microsoft Dynamics 365 unless separately verified.
Typical integration areas
Sales
Availability depends on the client environment, licence, API access and approved security design.
Customer service
Availability depends on the client environment, licence, API access and approved security design.
Finance
Availability depends on the client environment, licence, API access and approved security design.
Operations
Availability depends on the client environment, licence, API access and approved security design.
Dataverse
Availability depends on the client environment, licence, API access and approved security design.
Power Platform
Availability depends on the client environment, licence, API access and approved security design.
Integration design questions
Which data and actions are actually required?
What identity and permission model applies?
Which APIs, licences and rate limits are available?
What should be logged and monitored?
How should failure and human escalation work?
What data may leave the platform, if any?