01
Map the workflow
Define triggers, records, owners, exceptions, and the consequence of a mistake.
Custom integration scope
Designed around your workflow and permissions
Connect Microsoft Dynamics to the workflows around it
Use Dynamics and Dataverse records in sales, service, and operations workflows.
Typical objects
The records a scoped build may use
- Leads and contacts
- Accounts and opportunities
- Activities and cases
- Dataverse tables
Workflow examples
Practical patterns to evaluate
These are design examples, not claimed customer deployments or results.
- 01
Route and enrich leads using approved Dynamics data.
- 02
Prepare service or sales records from cross-system events.
- 03
Coordinate Dynamics work with Microsoft 365 approval surfaces.
Delivery sequence
Integration work starts with the operating process
02
Confirm access
Check the platform edition, APIs, authentication, scopes, limits, and data policy.
03
Build and test
Implement narrow actions and verify normal, failure, retry, and approval paths.
04
Operate deliberately
Document ownership, logs, escalation, stop controls, and the change process.
Platform consideration
Dynamics apps, Dataverse schema, tenant policy, licensing, and delegated or application permissions shape the scope.
Scope before promise
Platform editions, API access, permissions, rate limits, vendor policies, security requirements, and data residency can change what is feasible. CombineApps confirms scope before implementation.
Bring one real workflow
Define what Microsoft Dynamics should read, change, and leave for a person
We can map the systems, authority, exception paths, and test cases before deciding how the integration should be built.