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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Synchronize azure ad accounts with dynamics 365 as contacts

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Hello community.

I have a project which consists of synchronizing the dynamics 365 contacts with the existing accounts in Azure Active Directory.

The scenario is as follows:

We have enabled Customer Service to manage incidents cases of internal employees of the organization (Something like an internal Help Desk ). So, the contacts in dynamics 365 for the case module must be the accounts that are registered in Azure Active Directory.

It is true that we could download the data from Azure AD and then import it into Dynamics, but the idea is to automate this process, for example, if I register an account in AD, also register it in the contacts entity.

I was thinking that I could design some automation programmed with Power Automate, taking email as key ID or register for synchronization.

Please, if someone has had the same scenario and solved it, help me with the instructions.
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  • Suggested answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    Actually you could use dynamics 365 portal in your case.

    When we login the portal through Azure AD, D365 will create a new contact at the same time.

    For example I login portal with my administrator user, and then there will be a new contact in D365 with the same name.

    pastedimage1589436286559v2.png

    pastedimage1589436268827v1.png

    pastedimage1589436520515v3.png

    And in customer service portal, employees could login through Azure AD from D365 user and submit case or other actions.

    For more details about portals, you could refer to this doc.

    https://docs.microsoft.com/en-us/powerapps/maker/portals/overview

    Regards,

    Leo

  • Community Member Profile Picture
    on at

    Dear friend,

    Thank you for your valuable response. This option is feasible, however, is there another way to synchronize the data between Azure AD and the contact entity without the use of portals?

    Because currently our employees only report their cases by email or phone call

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