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The Dynamics 365 Sales integration adds your pipeline to client work. Ask where the Contoso opportunity stands, who the contacts are, or what was logged last month, and Hebno answers from Dynamics with each record cited. When a request implies a change, such as adding a note after a call or moving an opportunity stage, Hebno shows a confirmation card and writes to Dynamics only after you confirm.

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At a glance

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Before you start

You need:
  • A Microsoft work account with a Dynamics 365 Sales licence and a security role that can read the records you want.
  • Your environment address, for example https://northwind.crm.dynamics.com. Regional environments use their own host.
  • Dynamics 365 Sales set to Allow under Admin → Connectors → Catalogue, done by an owner or admin.
Hebno requests one delegated permission, so it acts as you under your Dataverse security role. A directory administrator can approve this once for the organisation. See the Microsoft Entra admin guide.

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Connect Dynamics 365 Sales

1

Open Connections

Go to Settings → Connections, find Dynamics 365 Sales and select Connect. In chat, the first request that needs Dynamics shows a Connect prompt instead.
2

Enter your environment

Enter your environment address. If your organisation has more than one environment, use the one your sales team works in.
3

Sign in and approve

Sign in with your Microsoft account and approve the permission. If an admin has enabled the integration for the organisation, no consent screen appears.
The row shows Connected with your account. Nobody else in your organisation can use your connection.

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Enable for the organisation

A directory administrator can select Enable for the organisation on the Dynamics 365 Sales card under Admin → Connectors → Catalogue. This removes the member consent screen only. Each member still connects their own account and sees only the records their security role allows.

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What Hebno reads

Reads are live. Hebno queries Dynamics when a request needs it, and only what a reply used is stored with the conversation as its sources.
Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including notes and deal values from Dynamics.

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What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm.
Confirmation card for Dynamics 365 Sales with editable fields

A Dynamics 365 Sales change pending confirmation. Nothing is written until you confirm.

Hebno never deletes records, closes an opportunity as won or lost, qualifies a lead, or edits contact details. The note, task or appointment is created as you, so Dynamics shows you as the author. Confirmed writes are recorded in Admin → Logs → Integrations. Linking marks which Dynamics records belong to a project, so you can ask “where is the deal?” without naming it.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then Dynamics 365 Sales.
  3. Search for an account or opportunity and select it.
In chats tagged to the project, the linked records are searched first, and cards for notes and tasks default to them. See Linked records.

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Use Dynamics 365 Sales in chat

  • Attach: open the + menu, choose Sources → Dynamics 365 Sales, and pick an account, contact, lead or opportunity. Or type / and choose Dynamics 365 Sales.
  • Ask: name the client or deal. For example:
    Summarise the Contoso Retail relationship from the CRM: contacts, open opportunities and the last three activities.
    Draft a proposal outline for the Contoso pricing review using the opportunity notes.
    Add a note to the Contoso opportunity: pricing workshop agreed for 18 November, Priya to share volumes.
  • Research runs show a Reviewing Dynamics 365 Sales step, with a chip for each record read.
  • Agents can read Dynamics on a schedule, for example a Friday summary of opportunities closing next month. Writes an agent proposes appear in agent approvals.

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Troubleshooting