D365 - Dynamics 365
[D365]
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[D365]
Last updated
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If Dynamics 365 is used in the client tenant, SCA can utilize the contacts stored in Dynamics. Any contact in D365 that has at least a first and last name and a valid phone number automatically becomes an SCA contact. Dynamics 365 contacts are queried via Dataverse-API.
To activate D365 in SCA an additional parameter is needed: Set as parameter and add the URL of your Dynamics 365 Environment as value.
Additionally, a user must have the following requirements to access Dynamics 365 contacts:
Azure/M365 license assigned for Dynamics 365
Authorized access to Dynamics 365 for contact entities
A contact to be shown in SCA, must have the following 3 requirements:
First name
Last name
Valid phone number