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Integrating Microsoft 365 with Dynamics 365

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Integrating Microsoft 365 with Dynamics 365

How Microsoft 365 and Dynamics 365 work together — shared identity, Teams integration, common Power Platform, Copilot.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-and-dynamics-365

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01

Shared identity

Both products run on Microsoft Entra ID. Same accounts, same MFA, same Conditional Access. Users sign into Dynamics with their Microsoft 365 credentials; admin role assignment follows Entra ID patterns.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-and-dynamics-365

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Shared Power Platform

Dynamics 365 model-driven apps run on Dataverse — the same database that backs Power Apps model-driven apps. The same Power Platform admin centre manages both. Customisations made for Dynamics 365 can extend Power Apps;…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-and-dynamics-365

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03

Teams integration

Dynamics integrates deeply with Microsoft Teams:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-and-dynamics-365

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Copilot for Sales / Service / Finance

Microsoft has rolled out role-specific Copilots that bridge Microsoft 365 Copilot and Dynamics 365:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-and-dynamics-365

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Email / Calendar integration

Dynamics auto-syncs with Exchange:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-and-dynamics-365

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SharePoint integration for Dynamics

Dynamics 365 has native SharePoint integration:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-and-dynamics-365

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Power BI for Dynamics reporting

Power BI replaces older Dynamics 365 reporting:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-and-dynamics-365

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