Managed connector · ERP / CRM
Microsoft Dynamics 365
Connect Dynamics 365 sales orders and customers onto the member record. Dynamics is two products under one name — this connector runs in two modes so it can read from the one that holds your orders.
What it brings to the member
Microsoft Dynamics 365 data, on the one verified member.
Sales orders → points
Orders earn points on their total; the order status (a known option set in CE) decides when an order is awardable, and cancellations void it.
Returns → claw-back
A return order plus credit note reverses the points, anchored to the original order.
Customers → members
Accounts / contacts (CE) or customers (F&O) resolve to the member by your own ID or email.
Products → catalog
Products sync into the catalog for category-level personalization.
How it connects
The standard API, the governed pipe.
The connector reads Microsoft Dynamics 365 through its standard API and lands everything via the same governed pipe as the rest of Flash — idempotent, tenant-isolated, and matched to the right member.
API surface
Two modes: Dynamics 365 CE reads the Dataverse Web API (salesorder / account / contact / product, OData v4); Finance & Operations reads the data entities (SalesOrderHeadersV2 / CustomersV3 / ReleasedProductsV2). Change tracking drives incremental pulls.
Authentication
OAuth 2.0 client-credentials via Microsoft Entra ID, with an app registration plus an application user in the environment.
What to expect
Honest about where it stands.
Dynamics 365 CE (Dataverse) is validated against the published API — including the exact order-status option set. Finance & Operations is scaffolded: the read-side money, status and inventory field names are confirmed against your environment during onboarding rather than assumed.
Configure a connection in-app under Settings → Data Sources: enter the endpoint and encrypted credentials, verify it, and run a dry-run to preview what would land — before anything goes live.