Overview

Microsoft Dynamics 365 is the second CRM provider in GoodFunds (after Fundraisingbox). It lets an organization push GoodFunds contacts into its Dynamics Dataverse environment — creating new contacts and keeping existing ones up to date.

The shared CRM integration system (the CrmIntegrationPort, the queue-task handler and the sync orchestrator) is reused as-is. Only the Dynamics-specific adapter is new.

What you get

• Contact upsert by email — GoodFunds looks a contact up by its primary email; if it exists the contact is updated, otherwise a new one is created.
• Configurable update strategy — choose how existing contact data is treated (SKIP, UPDATE_IF_EMPTY, UPDATE_IF_CHANGED).
• Field mapping — map GoodFunds contact fields to Dynamics contact attributes, including a live discovery of the attributes available in your environment.
• OAuth 2.0 (server-to-server) — authentication uses the Client Credentials flow against the Microsoft identity platform. No interactive login, no refresh tokens to manage; the access token is cached and refreshed automatically.

Key concepts

Capabilities

The provider reports the following capabilities to the CRM sync engine:

• FIELD_DISCOVERY — read the available contact attributes from the environment.
• CONTACT_SEARCH — find a contact by email.
• CONTACT_UPDATE — create and update contacts.

How it fits together

GoodFunds contact
      │
      ▼
CrmIntegrationPort  ──►  MicrosoftDynamicsProvider   (maps fields, applies update strategy)
                              │
                              ▼
                        MicrosoftDynamicsClient       (HTTP + OData, OAuth token)
                              │
                              ▼
                        Dataverse Web API   {environmentUrl}/api/data/v9.2

Next steps

1. Azure / Entra ID setup — register the app and collect the four credentials.
2. Configuration in GoodFunds — enter the credentials, test the connection and map your fields.
3. Architecture & developer reference — the internal design, endpoints and error handling.