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Microsoft Dynamics 365 / Dataverse

CRM & customer platforms

Dataverse Web API for CRM and business apps

Official documentation (opens in a new tab)

Overview

Microsoft Dynamics 365 / Dataverse powers CRM and line-of-business apps in Microsoft-centric clients - ConnectSoft integrates the Dataverse Web API when buyers already standardize on Power Platform and Entra ID.

We implement service principals, OData queries, and change-tracking patterns in ASP.NET Core - coexisting with Microsoft Graph and Power Automate where citizen developers own workflows.

Sync jobs respect Dataverse plugins and duplicate detection rules - avoiding fight-the-platform integrations.

Dynamics work aligns with Azure landing zones, managed identities, and the same observability stack as Factory microservices.

Why we integrate it:

  • Entra ID app registration with least-privilege scopes
  • OData queries with paging and change tokens
  • Alternate keys and upsert strategies for idempotency
  • Plugin and workflow impact assessment documented
  • Sandbox versus production environment separation
  • Coexistence plan with Graph and Power Platform tools

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Let's discuss how our team can help achieve your digital goals