Dynamics 365 Integration

What it does

  • Connect Dynamics 365 so VDF can help with CRM data analysis, customer insights, and business process automation. VDF can access your Dynamics 365 data to provide context-aware answers and generate reports.

Adding the App

  1. In VDF, go to Integrations → Microsoft → Dynamics 365 → Connect.
  2. Sign in with your Microsoft account and grant access to VDF.
  3. You'll be redirected back to VDF. Select your Dynamics 365 organization.
  4. Confirm the connection shows "Connected" for your selected organization.

Usage

Prerequisites:

  • An active VDF account and Dynamics 365 account with appropriate permissions.
  • Recommended: Ensure you have the necessary permissions to authorize Microsoft apps and access Dynamics 365 data.

After connecting:

  • VDF can access your Dynamics 365 entities and records.
  • You can analyze customer data and generate business insights.
  • CRM data becomes available for AI-powered analysis and reporting.

Use in VDF (examples):

  1. Ask in chat: "Show me the top 10 customers by revenue this quarter from Dynamics 365."
  2. Ask: "Analyze the sales pipeline and identify opportunities that need attention."
  3. Ask: "Generate a customer satisfaction report based on recent interactions."
  4. Ask: "Find all leads that haven't been contacted in the last 30 days."

Removing the App

There are two parts: disconnect in VDF and remove access in Microsoft.

  • Disconnect in VDF (stops processing immediately):

    1. In VDF, go to Integrations → Microsoft → Dynamics 365 → Disconnect.
    2. This removes your active Microsoft authorization from VDF and stops Dynamics 365 access.

  • Remove access in Microsoft (Account settings):

    1. Open your Microsoft account → Security → App permissions.
    2. Find "VDF" (or your app name) and select it.
    3. Click Remove access.

Potential implications of removal:

  • VDF will no longer be able to access your Dynamics 365 data.
  • Existing VDF artifacts (reports, insights) remain available until deleted per your workspace retention settings.
  • Any stored authorization tokens are revoked; future Dynamics 365 access is blocked.

Tips

  • Start with specific entities if you have a large Dynamics 365 instance.
  • Use VDF to generate comprehensive customer reports and business insights.
  • You can change your organization selection anytime in the Microsoft integration settings.

Examples and use cases

  • Customer Analysis:
    • "Show me customer acquisition trends over the last 6 months."
    • "Identify customers at risk of churning based on their interaction history."
  • Sales Pipeline:
    • "Analyze the sales pipeline and forecast revenue for next quarter."
    • "Find opportunities that have been in the pipeline for more than 90 days."
  • Business Intelligence:
    • "Generate a customer satisfaction report with key metrics."
    • "Create a sales performance dashboard for the management team."

Prompt categories

Category Examples
Customer Analysis "Show customer acquisition trends and churn risk"
Sales Pipeline "Analyze pipeline and forecast revenue"
Business Intelligence "Generate customer satisfaction and performance reports" 
graph LR
  D["Dynamics 365 CRM"] --> V["VDF AI"]
  V --> A["Customer Analysis"]
  V --> R["Sales Pipeline Insights"]
  V --> B["Business Intelligence Reports"]

Troubleshooting

  • Authorization errors: Start the connection from VDF → Integrations → Microsoft → Dynamics 365. Ensure your Microsoft account can grant the requested permissions.
  • Organization access issues: Confirm you have the right permissions in Dynamics 365 and that the organization is accessible.
  • Data access problems: Verify you have the necessary permissions to read the required entities in Dynamics 365.
  • Instance configuration: Ensure your Dynamics 365 instance is properly configured and accessible.

FAQ

  • Which Dynamics 365 entities can VDF access? — VDF can access entities where you have appropriate read permissions.
  • Can I change the selected organization? — Yes, you can update your organization selection in the integration settings.
  • What happens to my data if I disconnect? — VDF stops accessing Dynamics 365. Generated artifacts in VDF remain until you delete them.
  • Do I need specific Dynamics 365 permissions? — Yes, you need permissions to read the entities you want to analyze.

Contact Support

  • Email: support@vdf.ai
  • Hours: Mon–Fri, 09:00–18:00 UTC
  • First response SLA: Within 1 business day
  • To open a case: Email us with your workspace name, Microsoft email, and a brief description of the issue.