Microsoft Dynamics 365
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Microsoft Dynamics 365

Push new hires from your ATS into Dynamics 365 as Dataverse contacts — through your own Microsoft connection, no extra credentials.

2 min read · Updated July 2026 · Expertini Editorial

Organisations that run operations on Microsoft Dynamics 365 usually also run identity on Microsoft Entra — and that is exactly the path this integration follows. Connect Microsoft once in Expertini ATS, add your Dataverse environment URL, and hired candidates can be pushed into Dynamics 365 as Contact records — name, email, and role landing where your downstream processes (onboarding, invoicing, marketing lists) already live.

The setup is deliberately honest about how Dynamics works: authentication reuses your organisation's own Microsoft connection re-scoped to your Dataverse environment, so access is governed by your identity estate — no shared credentials, no shadow accounts. The integration is in early access: built against Microsoft's documented Dataverse Web API and verified per tenant with each customer, because Dynamics environments differ and we won't pretend otherwise. The upstream data is ready today — Client CRM commission tracking, offer generation, and audit-report PDFs ship natively in one subscription.

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01The gap this closes: hires invisible to the ERP

When recruitment activity lives outside the ERP, operations and finance discover hires late — through emails and spreadsheets rather than records. Pushing each new hire into Dynamics 365 as a Contact puts hiring outcomes where your business processes already run, the moment they happen.

02How the connection works

Two steps, both inside your ATS: connect Microsoft 365 on the Connections page (the same connection that powers Outlook Calendar, Teams, and OneDrive), then enter your Dataverse environment URL — found in the Power Platform admin center under Environments — on the Dynamics 365 page. The ATS verifies the connection against Dataverse's WhoAmI endpoint before saving, and every push is logged in your app activity trail. If your tenant restricts consent, the page gives your admin a one-click consent link.

03Two-way sync with your Dataverse

The connector also reads: import pulls your Dynamics Accounts into Expertini's Client CRM as prospect clients (name-matched, never overwriting, safe to re-run), export creates your ATS clients as Dynamics Accounts deduplicated against what exists, and the contact import turns Dynamics Contacts into candidates in Expertini's own database — where CV parsing, search, and resume scoring apply to them like any applicant. Every direction is a button you press with a per-run report, every action is logged, and access is always governed by your own Microsoft identity policies.

04Honestly scoped early access

Dynamics environments are heavily customised per organisation, so the connector ships with the universal pieces — Contact and Account operations via the documented Dataverse Web API — and we verify it against your tenant with you. Need placement events in other Microsoft systems? The live Webhooks app can POST every hiring event to middleware your team operates. Progress is posted to What's New.

Engineering notes

Platform architecture & operations

A1Connection architecture

This is a direct connection to a system you host or key yourself: the form takes your instance URL and credential, verifies them with a live call before anything is saved, and stores secrets encrypted at rest. Connection pages show presence ("connected", "saved ✓"), never the values themselves.

Because the credential is yours, rotation is in your hands: replace the key in your own system, paste the new one here, and the live verification confirms it before the old one is overwritten. Disconnecting removes the stored credential immediately.

A2Write semantics and data flow

Every data movement is an explicit action with a logged result. Writes happen on your click — or automatically only where you enabled a rule (auto-push on hire is off by default, per-provider). Reads — imports of people, accounts, or files — run when you press Import, deduplicate against what you already have (clients by name, people by email), skip rather than overwrite, and report created-versus-skipped honestly, which is why re-running any import is safe by design.

Each action writes a row to the app-activity journal (ats_app_activity): what ran, when, for which record, and the outcome — including the vendor's own error text verbatim when something fails. Usage reporting inside the ATS aggregates that same journal, so integration reporting and integration reality cannot diverge.

Anything that leaves the request path — notification fan-out, webhook delivery, activity journalling, mail — runs in fire-and-forget background threads. A slow external endpoint can never make the interface hang, and a failed side effect is logged rather than silently retried into inconsistency.

A3Operational considerations

Connections are organisation-level and gated to owner and admin roles; recruiters use the features a connection powers but cannot connect, disconnect, or reconfigure. Disconnecting removes stored credentials immediately and stops the dependent features visibly, not silently. Data already imported stays yours and editable.

Imported people arrive marked as imported with conservative privacy defaults — no consent is assumed for anyone who never filled in your application form, and retention defaults apply. Everything written is yours to take: CSV exports and the Data Export app cover the same stores the product itself reads. The exit is as open as the entrance — by design, not concession.

A4Placement in the integration topology

This integration is live in the registry today. One connection per provider unlocks every feature it powers, and the topology grid below shows the neighbouring connectors in the same capability area — statuses come from the same registry that drives the in-app hub, so this page can never claim more than the product does. For anything the catalogue does not cover, Webhooks and Zapier are the generic, documented escape hatch.

Dependency map

Connection typedirect — your instance URL + credential, verified live before save
Secrets at restencrypted; UI shows presence flags, never values
Action journalats_app_activity — one row per action, vendor errors verbatim
Auto-push rulesoff by default, per-provider, every run logged
Registry statuslive

Interface blueprint

Structural schematic of the surface — panels, hierarchy, and interaction affordances. A contract, not a screenshot.
Connection card
● connected — presence flag
scopes: minimum required disconnect
Actions
push — explicit clickimport — deduplicated
Activity journal
Fig. 1 — Microsoft Dynamics 365: structural interface schematic. Panels and states are the contract; data shown is placeholder.

Interaction flow — states, validations, feedback

Every state below is enforced server-side; the interface reports it, it doesn't decide it.
Enter URL + credentialyour own instance, your own key
Live verificationa real call must succeed before anything is stored
Encrypted storesecrets at rest; presence-flag display
Explicit actionspush / import / invoice on your click
Journalper-action row, vendor errors verbatim
Verification fails → the vendor's own response is shown; nothing savedCredential rotated → paste the new one; verified before overwriteDisconnect → credential removed immediately
Fig. 2 — interaction flow: navy = states, gold = server-enforced gates, green = confirmed outcomes; tags list the edge cases and their feedback.

Neighbouring connectors — Customer Relationship Management

Statuses come from the live registry — browse the full catalogue →

Frequently asked questions

Can I connect Dynamics 365 today?
Yes — connect Microsoft 365 on the Connections page, then add your Dataverse environment URL on the Dynamics 365 page. The connection is verified live before it saves.
What does the integration do?
It pushes hired candidates into your Dynamics 365 environment as Contact records — from the Dynamics page or the Screening & HRIS page's new-hire push — with every action logged in your ATS activity trail.
Will this use our existing Microsoft identity?
Yes: authentication reuses your organisation's own Microsoft connection, re-scoped to your Dataverse environment — governed by your own identity and permission policies, with no separate credentials.
What if our tenant hasn't consented to Dynamics access?
The connection test detects that and shows a one-click admin-consent link for your Microsoft tenant admin — grant it once and the whole organisation is unblocked.

At a glance

  • Live in early access — connect from the in-app hub
  • New hires pushed as Dataverse Contact records
  • Import Accounts as clients · export clients back · contacts as candidates
  • Authentication via your own Microsoft connection
  • Connection verified against WhoAmI before it saves
  • Every push logged in your ATS activity trail
  • No per-seat ATS fees on the Expertini side

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