Connect Microsoft Dynamics 365
Connect GoodFunds to Microsoft Dynamics 365 so contacts are pushed into your CRM automatically.
If your organization uses Microsoft Dynamics 365, you can connect GoodFunds to it. New contacts from GoodFunds then land in your Dynamics CRM automatically — and existing ones stay up to date.
Setup takes a little longer than other integrations, because Microsoft requires its own app registration for security. We'll walk you through it step by step.
For the first steps you'll need access to Microsoft Entra ID (formerly "Azure AD") and to your Dynamics 365 account — usually your IT or Microsoft administrator. Consider scheduling a short call with whoever manages that.
What you'll need in the end
You'll collect four values and enter them into GoodFunds afterwards:
| Value | What is it? |
|---|---|
| Tenant ID | The ID of your Microsoft organization. |
| Client ID | The ID of the app registration GoodFunds uses. |
| Client Secret | The password for that app registration. |
| Environment URL | The address of your Dynamics environment, e.g. https://org123.crm4.dynamics.com. |
Part 1 — Prepare in Microsoft
These steps happen in the Microsoft admin tools, not in GoodFunds. If you don't have access there, hand this section to your IT team.
Register an app
In the Microsoft Entra admin center, under App registrations, register a new app (e.g. "GoodFunds CRM"). From the overview page, note the Client ID and the Tenant ID.
Create a secret
In the app, under Certificates & secrets, create a new client secret and copy its Value immediately — it's only shown once. This is your Client Secret.
The secret expires after a while. Note the expiry date — once it lapses you'll need to add a new one in GoodFunds, otherwise the sync stops.
Find the Environment URL
Find the Environment URL in the
Power Platform admin center under your environment. It
looks like https://org123.crm4.dynamics.com. Use just this base address, with no extra path.
Authorize the app in Dynamics
Add the app in Dynamics as an application user and give it a role that can read and write contacts. Without this step, GoodFunds can't write data even with valid credentials.
The technical details for these Microsoft steps (exact click paths, permissions, OAuth) live in the developer documentation under Microsoft Dynamics 365 → Azure / Entra ID Setup.
Part 2 — Connect in GoodFunds
Create the integration
In GoodFunds, open Integrations, choose Microsoft Dynamics, and create a new connection.
Enter your credentials
Enter the four values you collected: Tenant ID, Client ID, Client Secret, and Environment URL.
Watch out for stray spaces when pasting — especially at the end of the Environment URL. An extra space is the most common cause of a failed connection.
📸 Screenshot to be added.
Test the connection
Click Test connection. GoodFunds checks that the credentials are correct and your Dynamics environment is reachable. You can only map fields after a successful test.
Map your fields
Decide which GoodFunds field is written to which Dynamics field — for example first name → firstname,
email → emailaddress1. GoodFunds suggests the fields available in your environment automatically.
Choose an update strategy
Decide how GoodFunds treats existing contacts:
- Skip — existing contacts are left unchanged.
- Fill empty fields only — existing values in Dynamics are kept.
- Update if changed (default) — differing values are overwritten.
Save
Save the integration. From now on, GoodFunds pushes new contacts into your Dynamics CRM automatically.
How the sync works
GoodFunds looks up each contact by email address in Dynamics first:
- Already there? It's updated according to your chosen strategy.
- Not there yet? It's created.
Frequently asked questions
The connection fails even though all the data is correct. First check the Environment URL for a stray space at the end. Also make sure the app is authorized in Dynamics as an application user with write permissions (Part 1, step 4).
Contacts suddenly stopped syncing. The client secret has probably expired. Create a new one in Microsoft and enter it in GoodFunds.
Will existing contacts be overwritten? That depends on your update strategy. With Skip, everything in Dynamics stays as it is.
I'm a developer and want to know what happens technically. See the developer documentation: Microsoft Dynamics 365 (Developer).