Microsoft Dynamics endpoints and permissions

Last updated: April 19, 2026

This article explains the key Influ2 integration points with Microsoft Dynamics—which endpoints are used, what data flows through them, and what permissions Influ2 needs to operate.

Authentication and authorization

  • Endpoint: https://login.microsoftonline.com

  • What happens: Influ2 authenticates to Microsoft Dynamics using OAuth. This endpoint handles token requests and refresh.

  • Data fields used:

    • client_id — identifies the Influ2 application

    • client_secret — secret key for authentication

    • scope — the requested permissions (e.g., user_impersonation)

    • code — authorization code from the OAuth flow

    • grant_type — the type of OAuth grant (authorization_code)

    • redirect_uri — where Microsoft redirects after authentication

  • Required permissions: Your Azure AD app must have Dynamics scopes configured (e.g., user_impersonation).

  • When it's called: During initial OAuth connection setup and when tokens need to be refreshed.

User information retrieval

Fetch user details

  • Endpoint: api/data/v9.2/systemusers

  • What happens: Influ2 retrieves information about a specific Dynamics user (name, role, active status, etc.).

  • Data retrieved:

    • UserID — unique identifier

    • User name and email

    • Security role

    • Disabled status

  • Required permissions: Read access to the systemusers entity in Dynamics.

Identify current user

  • Endpoint: api/data/v9.2/WhoAmI

  • What happens: Returns the UserID of whoever is currently authenticated.

  • Data retrieved:

    • UserID — the authenticated user's ID

  • Required permissions: API access to the WhoAmI endpoint (usually granted by default).

Company and account search

  • Endpoint: api/data/v9.2/accounts

  • What happens: Influ2 searches for companies in your Dynamics instance based on filters you define (e.g., industry, location, company size).

  • Data retrieved:

    • Account ID — unique identifier

    • Company name

    • Website URL

    • Account classification

    • Industry and other custom fields

  • Required permissions: Read access to the accounts entity in Microsoft Dynamics.