Revspire Resources

Dynamics 365 Connection

The Dynamics 365 integration connects Revspire with your Microsoft Dynamics CRM environment.

Features

  • One-time service user setup at organization level.
  • Per-user Dynamics 365 connections.
  • Reconnect flow for expired authorization.
  • Support for environment-specific Dynamics instance URL.

Purpose

To connect Revspire securely with Dynamics 365 so teams can use CRM-backed deal workflows.

Permissions

Your profile should include:

  • Add Connections
  • Edit Connections
  • View Connections (or View All Connections)
  • Activate/Deactivate Connections (optional, for admins)
  • For service-user setup in Setup > Deal Room, org setup permissions may also be required.

Steps

Step 1: Connect Service User (Required First)

  1. Go to `Setup > Deal Room > CRM Integration`.
  2. Select `Dynamics 365`.
  3. Enter a connection name.
  4. Enter your Dynamics Instance URL
    (example: https://yourorg.crm.dynamics.com).
  5. Select environment.
  6. Click `Connect`.
  7. Sign in and approve access in Microsoft.
  8. Confirm status is `Connected` in Revspire.

Step 2: Connect User Dynamics 365 Account

  1. Go to Main > Settings > Connection.
  2. Click + Add Connection.
  3. Choose Dynamics 365.
  4. Enter connection details, including Instance URL.
  5. (Optional) Set as Primary Connection.
  6. Complete authorization.

Step 3: Public App Installation (If Required by Your Org)

If your organization requires Microsoft app consent/admin approval before user authorization, complete that admin step first, then continue with Step 1 and Step 2.

Connection Management

From Main > Settings > Connection, users/admins can:

  • Reauthorize connection
  • Activate/Deactivate connection
  • Set primary connection

Limitation and Notes

Dynamics requires a valid Instance URL during setup.

Service user is organization-wide and should be set once.

If authorization fails, verify Instance URL and tenant consent settings with your CRM admin.