Setup and details
The integration offers powerful capabilities for handling essential Dynamics objects (predefined scopes), including:
1. Accounts
Read Data: Access detailed account profiles, including associated contacts, recent interactions.
Write Data: Automatically create or update account records based on sales activities or data from other systems.
2. Contacts
Read Data: Retrieve contact details and communication history
Write Data: Create or enrich contact profiles by adding key insights, linking notes from customer meetings, or updating status based on interactions.
3. Opportunities (Deals)
Read Data: Extract deal information, including stages, values, and associated contacts or accounts.
Write Data: Create or update deals, update status, or log deal progression to keep CRM data up to date.
4. Business Process Flows (Pipeline)
Read Data: Access the business process flows which are used in the deals.
5. Custom objects
This is optional, depending on your Dynamics setup.
Read Data: Retrieve objects that are required for creating an account, contact or deal
Write Data: Create objects that are required for creating an account, contact or deal
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.