Dynamics 365 Integration
Connect Optiverse to Microsoft Dynamics 365, choose your Dataverse environment, and push meeting summaries to contacts, leads, opportunities, and accounts.
Optiverse pushes structured meeting data into Microsoft Dynamics 365 after every call. This page covers how to connect, how to choose your Dataverse environment, and what to do when records fail to load.
Connecting Dynamics 365
- Go to Settings > Integrations
- Find Dynamics 365 under the CRM category
- Click Connect
- Pick the Microsoft account you use for Dynamics
- Once connected, the status changes to Connected and ready
Each user connects their own Microsoft account. Optiverse only reads and writes records that account is allowed to access in Dynamics.
Your environment URL
Dynamics stores your data in one Dataverse environment, the Dynamics 365 instance your company works in. Optiverse reads and writes in that environment only.
It looks like this:
https://contoso.crm.dynamics.comKeep the https:// at the front. Optiverse will not accept the address without it. Stop at .dynamics.com and drop anything after it.
Many companies have more than one environment, for example production, sandbox, and trial. Optiverse checks the environment before saving it. If verification fails, your previously selected environment is unchanged.
When you connect
After you sign in:
- One ready environment: Optiverse selects and verifies it for you. You will see its name and URL in the integration panel.
- Several ready environments: choose the one you work in and click Verify & save. An environment marked Not ready cannot be selected.
- No environment found: enter the Dataverse URL manually and click Verify & save.
Where to find your environment URL
If you need to check or enter it yourself:
- Go to the Power Platform admin center
- Click Environments
- Click the environment holding your CRM data
- Copy the value shown under Environment URL
You can also read it from your browser. Open Dynamics as you normally would and look at the address bar. Keep everything from https:// up to .dynamics.com, and drop the rest.
Change the environment later
The selected environment name and URL stay visible after you connect. Click Change environment, pick another environment or enter a URL, then click Verify & save.
If an environment is already saved, confirm the change with Switch environment.
Your opportunity settings, actions, and field mappings stay saved. Review them afterwards, because the new environment may use different fields.
A wrong environment usually looks like a permissions problem. You get errors saying your user has no roles, because your account exists in that environment but has never been used there. Check the environment before asking an admin to change your permissions.
Defining actions
Actions decide what happens automatically after every meeting. Click Add New Action to add one. You can add as many as you need.
| Action Type | What it does |
|---|---|
| Add New Contacts | Creates a contact when a meeting attendee is not already in Dynamics |
| Push to Contacts | Pushes the meeting summary to matched contact records |
| Push to Leads | Pushes the meeting summary to matched lead records |
| Push to Opportunities | Pushes the meeting summary to matched opportunity records |
| Push to Accounts | Pushes the meeting summary to matched account records |
For each push action you choose which protocol's output gets pushed. Different actions can use different protocols, and they all run after every qualifying meeting.
Field mapping
By default the summary lands as a note on the record. If you want the data in specific Dynamics fields instead, click Create Mapping on any push action.
You then pick a protocol and choose which Dynamics field each of its sections writes to. Mapping works on contacts, leads, accounts, and opportunities.
This turns each meeting into data you can report on, rather than a block of text nobody can filter.
Map sections to text fields. Optiverse writes the section text as it is, so a field expecting a number, a date, or a set of options will reject the value and that field stays empty.
Troubleshooting
Missing or revoked Microsoft permissions show a Needs attention banner and a Reconnect action. Reconnecting refreshes Microsoft authorization. It does not delete or replace saved Dynamics actions. Your automations stay saved and run again once the connection is fixed.
| What you see | Why | What to do |
|---|---|---|
| "Your Microsoft session for Dynamics 365 has expired. Reconnect to continue." | Password change, sign-out everywhere, or the session aged out. | Click Reconnect. |
| "Optiverse no longer has permission to access Dynamics 365. Reconnect, or ask your Microsoft admin to grant consent." | App consent was removed, or your organization requires admin consent. | Click Reconnect. If it keeps failing, ask your Microsoft admin to grant consent to Optiverse. See Microsoft Admin Approval. |
| "Your Microsoft account doesn't have access to this environment." | You are not a user of that environment, or you have no security role there. | Ask your Dynamics admin for a security role, for example Salesperson, or choose another environment. |
| "We couldn't reach this environment. It may have been deleted or disabled." | The environment was deleted or disabled, or the URL is wrong. | Check the URL in the Power Platform admin center, or choose another environment. |
| "This environment belongs to a different Microsoft organisation than the account you connected." | The URL is from another tenant than the account you connected. | Connect with an account from that organisation, or choose another environment. |
| "We didn't find a Dataverse environment for this Microsoft account." | Your tenant has no Dataverse database yet. This is common for new or trial tenants. | Create one in the Power Platform admin center, or start a Dynamics 365 Sales trial, then enter its URL. |
"Enter a URL like https://yourorg.crm.dynamics.com." | The URL is not a Dynamics 365 environment address. It must start with https:// and end in .dynamics.com. | Copy the Environment URL from the Power Platform admin center. |
| "Microsoft didn't respond. Try again in a moment." | Temporary Microsoft outage or network issue. | Click Try again. Your selected environment is unchanged. |
| "User has not been assigned any roles" | No security role, or the wrong environment. | Check the environment first, then the role. |
| Empty contact and account lists | The account has Basic User instead of Salesperson, so it only sees its own records. | Ask your admin for the Salesperson role. See below. |
| "Need admin approval" when you sign in | Your company does not let users approve apps themselves. An admin approves Optiverse once for everyone. | See Microsoft Admin Approval to get the link to send them. |
| Records load but pushes do nothing | The role allows reading but not writing. | Ask your admin to add write permissions. |
Assigning a security role
Do this when Dynamics says the user has no roles, or when your lists come back empty. Check the environment URL first. A wrong URL causes the same error, and no role will fix it.
- Go to the Power Platform admin center
- Click Environments, then your environment
- Click Settings, then Users + permissions, then Users
- Find the user and click Manage security roles
- Tick Salesperson, then click Save
Pick Salesperson rather than Basic User. Basic User only shows records the user created themselves, so your lists come back empty and it still looks broken.
You need Dynamics admin rights to do this. If you do not have them, send these steps to whoever manages your Dynamics.
Still stuck? Email support@optiverse.ai or book a call.
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