How can we integrate Microsoft Dynamics 365 Customer Service with our platform via API or Power Automate for real-time data sync, and does this require Microsoft approval for production use?

Question

How can we integrate Microsoft Dynamics 365 Customer Service with our platform via API or Power Automate for real-time data sync, and does this require Microsoft approval for production use?

Gideon Ebose 0

We’re building a private integration where our customers can connect their Microsoft Dynamics 365 Customer Service environment to our product using Power Automate flows and webhooks.

Here’s the setup:

Customers integrates into Dynamics through our platform
We listen for updates to incidents (tickets)

It sends real-time data via webhook to our system

We also offer an OAuth-based connection for fallback data pulls

We’re not listing this on AppSource, and this integration will be tenant-specific, opt-in, and private.

❓ Do we need to go through any Microsoft certification or review process for this setup?

2 answers

Your answer

Answer 1

TiNo-T 9,285 Microsoft External Staff Moderator

Dear @Gideon Ebose

Thank you so much for contacting Microsoft Q&A Forum.

Based on your description, I researched and found that there was no certification required if:

Your integration is private and opt-in.
It is not listed on AppSource.
It is used only by specific tenants.
You use OAuth 2.0 and follow Microsoft Entra ID best practices for authentication.

Microsoft only requires certification for public connectors or AppSource listings.

Besides that, Microsoft provides a wide range of integration patterns for Dynamics 365, including:

Webhooks
Power Automate
Azure Logic Apps
Dataverse Web API
Business Events

These are all supported for private, tenant-specific use without certification requirements.

You can consult in these articles:

I hope this information can help you in this situation and please kindly correct me if I misunderstand your concern.

Wish you a pleasant day!

If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment".

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TiNo-T 9,285 Reputation points Microsoft External Staff Moderator

2025-07-28T00:16:33.97+00:00

Dear @Gideon Ebose

I would like to kindly follow up to ask whether the solution I provided has addressed your concern. If not, please feel free to share any additional details so that we can work together to resolve the issue effectively.

If the response was helpful, it’d be great if you could mark it as an answer. This helps others in the community who may be facing similar challenges.

Thank you for your time and understanding!
TiNo-T 9,285 Reputation points Microsoft External Staff Moderator

2025-07-29T23:30:26.7066667+00:00

Dear @Gideon Ebose

Just following up to see if the info I shared helped out with your issue.

If you’ve got any updates or still need help, feel free to give me a shout, I’m happy to dig into it more with you.

And if everything’s sorted, mark it as an accepted answer. It could be a big help to others in our community who might run into the same thing.

Wish you a pleasant day!
TiNo-T 9,285 Reputation points Microsoft External Staff Moderator

2025-07-30T23:32:55.3733333+00:00

Dear @Gideon Ebose

I just want to check if you need anything else for your issue and I would like to know if my answer can help you to resolve it.

Please kindly check my answer and feel free to contact at any time in order to let me know your feedback. This will help our community stronger.

Thank you for your time and cooperation!

Answer 2

So, your Dynamics 365 integration services approach is valid. Since it’s private, tenant-specific, and opt-in, you don’t need any Microsoft certification. Just ensure the integration is secure, properly tested, and follows best practices for authentication, like OAuth 2.0 via Microsoft Entra ID.

Microsoft only requires certification for public connectors or solutions listed on AppSource. For private, tenant-specific setups, you can safely use:

Webhooks
Power Automate
Azure Logic Apps
Dataverse Web API
Business Events

These methods are fully supported for private integrations. For guidance, check these resources:

Solved: API for 365 Customer Service to pull and answer tickets

Custom connectors overview | Microsoft Learn

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How can we integrate Microsoft Dynamics 365 Customer Service with our platform via API or Power Automate for real-time data sync, and does this require Microsoft approval for production use?

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