D365 - Dynamics 365


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 SecContacts.ServiceUrls 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

D365 as data source is enabled by default. In case you would like to disable this data source for your users, the configuration parameter D365_Enabled needs to be set to false

This feature is only available with Enterprise Edition.

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