Skip to main content

​
Overview

The Microsoft Dataverse connector enables financial institutions to seamlessly integrate with Microsoft Dynamics 365 Customer Relationship Management (CRM) through its data platform, Dataverse. Dataverse allows access to comprehensive customer records and ensures consistency across different systems. The connector links the Dataverse Contact Entity API to the Grand Central Unified API Specification, providing pre-configured CRM interaction paths.

​
Key Benefits

The Dataverse connector enables retrieval or update of party information in the Dataverse system, including email address, phone number, and postal address. This allows customer service representatives and downstream systems to interact with the most up-to-date customer information at all times.

​
Key Features

  • Contact Entity integration: Access comprehensive customer data through Dataverse Contact Entity
  • Real-time synchronization: Keep party information synchronized across banking and CRM systems
  • Party information management: Retrieve and update email addresses, phone numbers, and postal addresses
  • System consistency: Ensure data consistency across Microsoft Dynamics 365 and banking systems
  • Pre-configured paths: Ready-to-use CRM interaction paths through Grand Central Unified API
  • Unified data platform: Leverage Dataverse as central data repository for customer information

​
How It Works

​
Customer Data Synchronization

The connector enables integration between your banking systems and Microsoft Dataverse:
  1. Data Retrieval: Access customer information from Dataverse including:
    • Full name and contact details
    • Email addresses
    • Phone numbers
    • Postal addresses
    • Account relationships
    • Customer profile information
  2. Data Updates: Update customer information in Dataverse:
    • Modify contact details
    • Update customer profiles
    • Add new contact records
    • Maintain relationship information
  3. Real-Time Access: Customer service representatives and downstream systems work with current customer information synchronized across all platforms

​
Integration Architecture

  • API: Contact Entity API
  • Protocol: Dataverse Web API (OData v4)
  • Authentication: Azure Active Directory (Azure AD)
  • Data Format: JSON
  • Endpoint Access: Through Grand Central Unified API Specification
  • Entities: Contact entity and related Dataverse entities
  • Platform: Microsoft Power Platform and Dynamics 365

​
Use Cases

​
Customer Service Enhancement

Enable customer service representatives to access and update current customer information from Dataverse during customer interactions.

​
Customer Profile Management

Retrieve and update comprehensive customer contact information synchronized with Microsoft Dynamics 365 CRM.

​
Contact Information Updates

Allow real-time updates to customer email addresses, phone numbers, and postal addresses with automatic propagation to Dynamics 365.

​
Unified Customer Data

Maintain consistent customer information across banking systems and Microsoft Dynamics 365 ecosystem.

​
Multi-Channel Consistency

Ensure customer data consistency across all channels including banking apps, Dynamics 365, and Power Platform applications.

​
Customer Relationship Tracking

Integrate banking customer data with Dynamics 365 relationship management capabilities.

​
Data Platform Integration

Leverage Dataverse as unified data platform connecting banking systems with Microsoft ecosystem.

​
Configuration

Configure your Dataverse connector with:
  • Environment URL: Your Dataverse environment URL
  • Azure AD authentication: Configure OAuth 2.0 with Azure AD
  • API credentials: Obtain application ID and secret
  • Entity permissions: Set appropriate permissions for Contact entity
  • Endpoint configuration: Configure through Grand Central platform
  • Field mappings: Map Dataverse Contact fields to Grand Central Unified API fields
  • Connection settings: Configure connection to your Dataverse instance

​
Supported Operations

Through the Grand Central Unified API Specification:
  • Retrieve party information: Access customer profile data from Dataverse Contact entity
  • Update party information: Modify customer contact details and profile data
  • Manage contact details: Update email addresses, phone numbers, and postal addresses
  • Entity CRUD operations: Create, Read, Update, Delete operations on Contact entity
  • Custom entity support: Interact with custom Dataverse entities (if configured)
  • Query data: Execute queries to retrieve specific customer information
  • Relationship management: Access and manage customer relationships in Dataverse
  • Real-time change tracking: Monitor data changes with Dataverse change tracking

​
Integration Benefits

  • Unified Data Platform: Leverage Dataverse as central data repository for customer information
  • Microsoft Ecosystem Integration: Seamless integration with Dynamics 365 and Power Platform
  • Faster Time-to-Market: Pre-built connector eliminates custom Dataverse integration development
  • Reduced Development Effort: Ready-to-use solution minimizes implementation time
  • Real-Time Synchronization: Instant data updates across banking and Microsoft CRM systems
  • Data Consistency: Ensure accurate customer information across all integrated systems
  • Enhanced Customer Service: Representatives access current Dataverse data during interactions
  • Improved Customer Experience: Consistent data leads to better customer engagement
  • Secure Integration: Azure AD authentication ensures secure data exchange
  • Scalable Solution: Handle high-volume customer data synchronization
  • Power Platform Ready: Enable Power Apps and Power Automate scenarios with banking data
  • BIAN Compliance: Standardized party management based on BIAN framework