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Dynamics 365

The Dynamics 365 adapter connects Atrium to your Dynamics 365 environment for contact lookup and visit logging via the Dataverse Web API.

What it does​

  • Contact lookup: Searches Dynamics 365 Contacts by email address during pre-registration.
  • Visit logging: Creates an Activity (Appointment or Task) on the Contact record after check-out.

Setup​

  1. Register an application in Microsoft Entra ID (Azure AD):

    • Navigate to Azure Portal → App registrations → New registration.
    • Set the redirect URI to https://<your-atrium-domain>/api/v1/integrations/oauth/callback.
    • Under API permissions, add Dynamics CRM → user_impersonation.
    • Create a client secret and note the Application (client) ID and secret.

  2. Configure in Atrium:

    • Navigate to Settings → Integrations → CRM.
    • Select Dynamics 365.
    • Enter the Application ID, client secret, and your Dynamics 365 environment URL.
    • Click Authorize — you'll be redirected to Microsoft to grant access.

  3. Test: Pre-register a visitor with an email that exists as a Dynamics 365 Contact.

Mapping​

Atrium fieldDynamics 365 field
Visitor emailContact.emailaddress1
Visitor first nameContact.firstname
Visitor last nameContact.lastname
Visitor companyAccount.name (via Contact.parentcustomerid)
Visit recordAppointment or Task entity

Considerations​

  • Entra ID permissions: The app registration needs Dynamics CRM API permissions. Organization-level admin consent may be required.
  • Multi-environment: The adapter connects to one Dynamics 365 environment per tenant.
  • On-premises Dynamics: Only Dynamics 365 Online (cloud) is supported. On-premises Dynamics CRM Server is not supported.