Dynamics FAQs

Question 1

Which AI agent platforms can integrate with Dynamics?

Accepted Answer

Dynamics is built on the Model Context Protocol (MCP) and integrates seamlessly with various agent platforms, including Foundry Agent Service and Copilot Studio.

Question 2

Can I customize which Dynamics 365 fields are accessible or updateable?

Accepted Answer

Yes, you can easily configure which Dataverse fields are queried and can be updated by editing a simple JSON configuration file (`opportunity_fields.json`), without requiring any code changes.

Question 3

How is Dynamics deployed to Azure?

Accepted Answer

Deployment is streamlined using the Azure Developer CLI (azd). It provisions a Flex Consumption Function App, Storage Account, User-assigned managed identity, and Application Insights for monitoring.

Question 4

How does Dynamics ensure data security when accessing Dataverse?

Accepted Answer

It secures access using MSAL authentication with application permissions. A Dataverse application user with appropriate security roles for Opportunities and Annotations must be configured in Dynamics 365.

Question 5

What is Dynamics and what does it do?

Accepted Answer

Dynamics is an Azure Functions-based server designed to provide AI agents with secure read/write access to Dynamics 365 opportunities and annotations through the Dataverse Web API.

Dynamics

Características Principales

Casos de Uso

Dynamics

Características Principales

Casos de Uso