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Service | Customer Service, Contact Center, Fie...
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Dynamics 365 Active Directory Connector

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Posted on by 5

We've just set up a Dynamics 365 Customer Service hub for managing our internal ticketing system. Since all our customers are internal, we'd like to import our AD / Azure AD records to populate our customers list as well as the asset manager component and make sure it dynamically updates. It looks like we can do a bulk import using Excel templates, but ideally it would keep itself populated with AD changes as they're made.

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  • Suggested answer
    PerezAguiar Profile Picture
    Microsoft Employee on at

    Hey Adam.

    on https://powerapps.microsoft.com/en-us/blog/announcing-the-aad-user-virtual-table-find-and-add-any-aad-user-to-your-records/, it has been recently announced that there's a virtual table that contains all AAD users, and is available within Dataverse.  You can populate controls on this particular table within your forms if required.

    Best regards

  • adamdane Profile Picture
    5 on at

    Thanks! I'm not building forms though, I'm trying to populate the contacts list in Customer Service Hub. I know there's a "Flow" option in the toolbar but without knowing how to build custom Flows I'm afraid of breaking the instance entirely.

  • Suggested answer
    PerezAguiar Profile Picture
    Microsoft Employee on at

    Hey!

    You can (and should) use a sandbox environment to test everything before going to production.   Also, you can use the AzureAD connector with a PowerAutomate to retrieve all users in your AD, and then use the Dataverse Connector to create the data within contact table.

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