Data mapping
The table below shows what the integration reads from and writes to your Microsoft Dynamics, object by object.
uman object | Dynamics object | What uman reads | What uman writes |
Account | Account | Name | Creates Accounts (name + any other required field) |
Contact | Contact | First name, last name, email, phone, title and the linked Account | Creates or updates Contacts (first name, last name, email, phone, title, the linked Account + any other required field) |
Deal | Opportunity | Name, stage, pipeline, close date and the linked Account | Creates Opportunities (name, stage, pipeline, the linked Account) and updates the stage + any other required field |
Pipeline | Business process flow | Business process flows and their stages | Read only |
Note | Annotation | Annotations attached to an Account, Contact or Opportunity | Creates or updates Annotations (title and content). Every annotation is linked to an Account, Contact or Opportunity |
Custom object | Custom entity | Fields required to create an Account, Contact or Opportunity | Objects required to create an Account, Contact or Opportunity, with any field those objects require |
Setup Instructions
Step 1: Share your Dynamics URL with uman
Provide your Dynamics environment URL to your uman account manager. Copy it directly from your browser when logged in to Dynamics. Example: https://orgb62a2b65.crm4.dynamics.com
Step 2: Connect your Microsoft account
Once configured, each team member connects their own Microsoft account from within uman via Microsoft Entra ID (OAuth). Records created or updated are attributed to the individual user.
Used OAuth scopes
admin.services.crm.dynamics.com/user_impersonation
Admin approve consent
Users may encounter a "Need admin approval" prompt when first connecting. Admins can grant consent organization-wide:
Open Azure Portal: Navigate to the Microsoft Entra ID (Enterprise Applications) page.
Admin Consent Requests: In the left-hand menu, click Admin consent requests.
Approve uman: Locate the request for uman and click Approve to grant the required permissions.
If nothing shows up under 'My Pending,' make sure to check the 'All' reviews section as well.
If users still face issues after approval, ensure they (or a group they belong to) are added under Users and groups within the uman Enterprise Application in Entra ID.
FAQ
Where do notes appear in Microsoft Dynamics?
Notes created by uman are stored as Annotations in Microsoft Dynamics.