Skip to main content
The Microsoft Dataverse CRM Connector provides pre-built connectivity with the Microsoft Dataverse platform for Microsoft Dynamics 365 Customer Relationship Management. It integrates with customer data management for seamless CRM operations.

​
Supported use cases

Customer Data Management

Retrieve and update customer information including contact details and personal data

Real-time Synchronization

Seamless, real-time data synchronization between Banking OS and Microsoft Dataverse

Webhook Events

Receive asynchronous updates from Dataverse for create, update, and delete events

​
Supported operations

The Microsoft Dataverse Connector supports the following operations from the Banking OS Unified API specification:

​
Party

The connector retrieves and updates accurate, up-to-date customer data including email address, phone number, and postal address from Dataverse.

​
Event-driven architecture

The Microsoft Dataverse connector includes inbound webhook support for real-time event processing:

Webhook Events

Receive real-time notifications for contact create, update, and delete events through Dataverse webhooks
  • Error codes for the full list of Banking OS error codes and their descriptions.