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: Grant admin consent
An administrator grants consent for the whole organization, so users don't see a "Need admin approval" prompt when they connect.
Click the following admin consent link: Grant Admin Consent to uman
Log in with your Microsoft Global Administrator or Privileged Role Administrator account.
Review the requested permissions and click Accept.
Upon successful authorization, you will be automatically redirected to the uman homepage.
Step 2: 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
After this, users can connect their Microsoft Dynamics account in the uman platform (using an OAuth 2.0 user integration via Microsoft Entra ID). Records created or updated are attributed to the individual user.
Used OAuth scopes
admin.services.crm.dynamics.com/user_impersonation
openid
profile
email
offline_access
Troubleshooting & Configuration Gotchas
A user already requested admin approval?
If a user requested approval before consent was granted, you can also approve that request:
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.
Users still cannot connect after granting consent?
Depending on your organization's configuration, user assignment might be required. If your users face access issues or "Assignment Required" errors after consent is granted, follow these steps:
Log in to the Microsoft Entra admin center.
Navigate to Enterprise applications.
Search for the application ID
acbb0338-df42-4bf6-ad05-cc61401a1bc7and select the application.Under the Manage section in the left menu, click Users and groups.
Click Add user/group and assign the specific users or groups who need access to uman.
FAQ
Where do notes appear in Microsoft Dynamics?
Notes created by uman are stored as Annotations in Microsoft Dynamics.