AETERION

    Dynamics 365

    Microsoft Dynamics 365 integration

    ERPAvailable

    BRAIAN connects to Microsoft Dynamics 365 through Dataverse Web API, OAuth service principal. Agents can invoice and vendor read, purchase requisition creation and approval workflow trigger. Every action is scoped by the permissions granted to the integration and executed under a versioned policy. Each one is recorded in the audit log with the agent, timestamp and record touched.

    What can BRAIAN do?

    Agents read vendor, invoice and customer records in Dataverse and trigger the approval workflows already configured in Dynamics 365. Each agent connects under its own security role, so its reach is defined in the system's own permission model.

    CapabilityAgentRead or write
    Invoice and vendor readFinAgentRead
    Purchase requisition creationFinAgentWrite
    Approval workflow triggerRiskAgentWrite
    Customer record readSalesAgentRead

    How does it connect?

    Connection method
    Dataverse Web API, OAuth service principal
    Credential
    An Entra ID service principal with a client secret or certificate, issued per environment.

    Credentials are held in an encrypted secrets store. BRAIAN never stores end-user passwords.

    Which permissions are required?

    • scoped security roles per agentEach agent is mapped to a Dynamics security role limited to the tables its processes touch.

    Permissions are requested at the minimum scope the configured processes require. Unused scopes are not granted.

    Which processes use it?

    Processes that run on this connection, and the domains they belong to.

    • Invoice reconciliation

    • Supplier onboarding

    • Offering

    How do you revoke access?

    Access is revoked in Microsoft Dynamics 365 itself — by disabling the credential or removing the granted scopes — or in BRAIAN by disconnecting the integration. Processes already running stop at their next call to Microsoft Dynamics 365 and are held for review rather than completed with partial data; the interruption and the state of each process are recorded in the audit log.

    FAQ

    Does BRAIAN store data from Microsoft Dynamics 365?

    BRAIAN reads what a process needs, when it needs it. Records retrieved from Microsoft Dynamics 365 are held only for the duration of the process and in the audit trail of the actions taken; Microsoft Dynamics 365 remains the system of record.

    What happens if the connection fails mid-process?

    The process stops at the failed step and is held for review. Nothing is written twice: completed writes stay recorded in the audit log and the remaining steps resume only once the connection is restored.

    Can permissions be scoped per agent?

    Yes. Scopes are defined per agent, not per system, so one agent can read while another cannot, on the same connection to Microsoft Dynamics 365.