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 field	Dynamics 365 field
Visitor email	Contact.emailaddress1
Visitor first name	Contact.firstname
Visitor last name	Contact.lastname
Visitor company	Account.name (via Contact.parentcustomerid)
Visit record	Appointment 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.