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Connect Microsoft Dynamics 365 to ClosedLoop AI to enrich product insights with CRM context from Dataverse. ClosedLoop AI reads account, contact, opportunity, and owner metadata, plus cases if you turn them on, so product teams can understand which customers are asking, what revenue is attached, and where an account sits in the sales or support motion.
Microsoft Dynamics 365 is a metadata-only integration. CRM data enriches existing product insights and does not consume AI analysis credits.

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What Gets Synced

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Optional: Cases

Cases are off for new connections. A team integration manager can turn them on, or off again, under Additional objects on the Microsoft Dynamics 365 connection in Integrations. The change applies from the next sync, and the first sync after turning Cases on reads your existing cases, not just new ones. Older connections keep syncing cases until you switch them off.
Case descriptions are free text written by your team and by the people who contact you. They can run long and can mention individuals who are not your own customers. If that is a concern for your organization, keep Cases off, or deny the connecting user read access to cases in Dataverse.
Switching Cases off stops new cases being read. It does not remove cases already synced; ask your ClosedLoop AI contact if you need those removed.

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Connection Method

Microsoft Dynamics 365 uses OAuth 2.0 authentication against your Dataverse environment. During setup, enter your Dataverse environment URL, such as contoso.crm.dynamics.com, then authorize ClosedLoop AI with a Microsoft user that has read access to CRM records. Each ClosedLoop AI team connects one Dataverse environment.

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Setup Guide

  1. In ClosedLoop AI, navigate to Integrations
  2. Find Microsoft Dynamics 365 and click Connect
  3. Enter your Dataverse environment URL, for example contoso.crm.dynamics.com
  4. Sign in with a Microsoft user that has read access to accounts, contacts, opportunities, and users (and cases, if you plan to turn them on)
  5. Review the requested permissions and approve the connection
  6. You’ll be redirected back to ClosedLoop AI, and the integration will begin syncing metadata
The connecting user’s Dataverse permissions determine what ClosedLoop AI can sync. Use an account with broad read access to the CRM objects you want to enrich.

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OAuth Scope

ClosedLoop AI requests the Dataverse environment-scoped permission: No write, delete, or admin scopes are requested. ClosedLoop AI cannot create, modify, or delete records in your Dataverse environment.

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How Enrichment Works

Dynamics 365 data enriches product insights automatically with account, contact, opportunity, and (when turned on) case context. This revenue and customer context helps product teams prioritize the product insights with the highest business impact.

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Support

For help with Microsoft Dynamics 365, email support@closedloop.sh.

Connect Microsoft Dynamics 365

Set up your Dynamics 365 integration in the ClosedLoop AI dashboard