Microsoft Dynamics 365 Integration

The Dynamics 365 integration pulls Sales opportunities into ScopeStack to pre-populate projects with deal data, and syncs won/lost status back to the opportunity.

Prerequisites

• Azure access with permissions to register applications in Microsoft Entra ID
• ScopeStack Connected Apps permission at the Manage level

Setting Up in Microsoft Entra ID

1. From the Microsoft 365 Admin Center, navigate to Microsoft Entra ID (under Admin Centers, or via All Services > Identity > Microsoft Entra ID).
2. Click + Add > App Registration.
3. Fill in the registration form:
   • Name: A meaningful name for the app (e.g., “ScopeStack Integration”).
   • Supported account types: Select Accounts in any organizational directory.
   • Redirect URI: Select Web and enter https://app.scopestack.io/admin/dynamics/callback.
4. Click Register.
5. On the app overview page, note your Application (Client) ID and Directory (Tenant) ID — you will need both in ScopeStack.

Add API Permissions

1. In the app’s Manage menu, click API Permissions.
2. Click + Add a Permission and select Dynamics CRM.
3. Select Delegated Permissions, check user_impersonation, and click Add permissions.

Create a Client Secret

1. In the app’s Manage menu, click Certificates & secrets.
2. Click + New client secret, give it a name, select an expiration term, and click Add.
3. Copy the Value immediately — this is the only time it will be displayed. If you navigate away, you must create a new secret.

Configuring in ScopeStack

Navigate to Settings > Connected Apps and click the Microsoft Dynamics tile.

On this screen: The Connected Apps page lists available integrations as tiles. Locate the Microsoft Dynamics tile and click it to open the integration setup page.

Enter your Application (Client) ID, Directory (Tenant) ID, and Client Secret, then click Submit.

On this screen: The Microsoft Dynamics setup form prompts you for your Application (Client) ID, Directory (Tenant) ID, and Client Secret. Fill in the values you noted during app registration.

You will be redirected to Dynamics to authenticate. After authorizing, Dynamics will sync opportunities at the next scheduled sync interval.

Configuration Options

Opportunity Product Type

A comma-separated list of product type identifiers. When set, only opportunities that include at least one of these product types will appear in ScopeStack. Leave blank to include all opportunities regardless of product type.

Should Mark Won?

Check this box if an opportunity marked Won in Dynamics should also be marked Won in ScopeStack. When enabled, ScopeStack updates the project status to reflect a closed-won outcome whenever the connected Dynamics opportunity is won.

Should Mark Lost?

Check this box if an opportunity marked Lost in Dynamics should also be marked Lost in ScopeStack. When enabled, ScopeStack updates the project status to reflect a closed-lost outcome whenever the connected Dynamics opportunity is lost.

Verifying the Connection

After authenticating, check for synced opportunities under the CRM Opportunities section of any project. If no opportunities appear after the first sync interval, confirm that the user_impersonation permission was granted and the Client Secret has not expired.