With the Dynamics 365 connection, Cobrief's AI agent can use data from Dynamics 365 and other apps that use Microsoft Dataverse. Use customer history, agreements, opportunities and project information to assess tenders and write bids without moving information manually between systems.
Microsoft Dataverse stores data for products such as Dynamics 365 Sales and apps built in Power Apps. You connect to one Dataverse environment with an address such as https://yourcompany.crm4.dynamics.com. Access covers data available in that environment, rather than every Dynamics 365 product automatically.
The connection requires a paid plan and a work account with access to Dataverse. Administrators, members and users with custom roles can use the agent. Contributors do not have access. See roles and permissions. An administrator sets up the workspace first. Each user then connects individually. Contact us if Dynamics 365 does not appear.
What can the AI agent do?
The agent can retrieve customer information, opportunities and other data you have access to in the Dataverse environment and use it in the conversation. It can also create, update and delete records when your Microsoft permissions allow it.
By default, the agent asks for approval before making changes. Administrators can change the tool permissions for the workspace. See "Control what the agent may do" below.
For administrators: set up the connection
You need permission to manage integrations in Cobrief. For the Microsoft setup, you also need an administrator who can access the Power Platform settings and approve the Cobrief app for the organization. This may be a different person from the Cobrief administrator.
The Microsoft menu names below are in English, as they appear in the portal.
1. Enter the environment address in Cobrief
Go to "Settings" → "Integrations" → Dynamics 365. If you have the new settings page, the card is under "Connectors".
Select "Configure" to open the setup.
Paste the Dataverse environment address. You can find it as "Environment URL" in Power Platform admin center. If you use Dynamics 365, you can also copy the address from your browser when you open Dynamics. You can paste the entire address, including
main.aspxand any parameters.Copy "Application Id" from the dialog. You will need it in the next step.
Click "Save setup".
You do not need to register your own app in Microsoft Entra or create a client secret. The connection uses Cobrief's app.
2. Allow Cobrief in the Dataverse environment
Open the environment list in Power Platform admin center and select the same environment as in Cobrief.
Click "Settings" in the top toolbar. Open "Product" → "Features".
Find the "Dataverse Model Context Protocol" section.
Make sure "Allow MCP clients to interact with Dataverse MCP server (GA version)" is checked. Cobrief uses the GA version. You do not need to enable the Preview version.
Save if you changed the setting. Then open "Advanced Settings" in that same section.
You will arrive at "Active Allowed MCP Clients". Click "New" and fill in these fields:
Field | Value |
Name |
|
Unique Name |
|
Application Id | The client ID you copied from Cobrief |
Is Enabled |
|
Click "Save" and close the window. Cobrief should now appear in the list with "Is Enabled" set to "Yes".
Example: Use the client ID from the Cobrief dialog, not the ID in the image.
Enter new_Cobrief in "Unique Name", not just Cobrief. Microsoft requires a customization prefix in this field. Without the prefix, you will see the error "must start with a valid customization prefix".
3. Approve the Cobrief app in Microsoft
Connect Dynamics 365 from Cobrief using a Microsoft administrator who can approve on behalf of the organization. Approve access for the organization when Microsoft asks.
IT can also grant admin consent to Cobrief's Dynamics app under "Enterprise applications" in Microsoft Entra admin center.
This is a separate approval. Being able to sign in with Microsoft does not mean Cobrief has been added as an allowed MCP client in step 2.
Connect with your own account
Once the administrator has completed the setup:
Open Dynamics 365 under "Settings" → "Integrations", or "Connectors" on the new settings page.
Click "Connect" and sign in with the work account that has access to the environment.
Open a conversation with the agent and check that Dynamics 365 is enabled in the "Connectors" menu.
Connecting from settings enables the connection in new conversations. Existing conversations keep their current choice. Connecting from the "Connectors" menu in a conversation enables it there.
Use Dynamics 365 in a conversation
For example, you can ask:
"Summarize our customer history with this buyer in Dynamics before we assess the tender."
"Find previous opportunities for this customer and summarize what we won and lost."
"Create an opportunity for this tender in Dynamics. Show me what you plan to save first."
"Retrieve project information from our Power Apps solution and find relevant reference projects for this bid."
The agent can only retrieve information that exists in the environment and that your Microsoft account can access. If you have not recorded agreements or customer history there, you need to provide the information another way.
Control what the agent may do
Open the menu on the Dynamics 365 card and select "What the agent may do". Administrators can manage permissions for everyone in the workspace:
Always allow: The tool can be used without asking.
Needs approval: The agent must ask in the conversation before using the tool.
Blocked: The agent cannot use the tool.
By default, read-only tools are allowed, while tools that can make changes require approval. You can choose a level for each group or individual tool. To display the Dynamics tools, you need your own working connection to the environment.
Security
The agent uses the signed-in Microsoft account's permissions in Dataverse. Cobrief's tool permissions control what it may do for the workspace. Content used in conversations and bids may be stored in Cobrief and is not deleted when you disconnect. Read more in our Trust Center.
Microsoft costs
Microsoft may charge your organization Copilot credits for using the Dataverse connection. What is included depends on your Microsoft licenses. These costs are separate from your Cobrief plan where usage is not covered by your Microsoft license. Ask your Microsoft administrator to check Microsoft's current Dataverse MCP terms.
Troubleshooting
Connected, but no tools
Check that Cobrief appears in "Active Allowed MCP Clients" in the same environment entered in Cobrief. "Application Id" must match the client ID from the setup dialog, and "Is Enabled" must be "Yes".
Also check that the GA version of MCP is enabled. After saving the settings, reopen the tool permissions and try again in the conversation.
Microsoft says an administrator must approve
Ask IT to approve Cobrief's Dynamics app on behalf of the organization. A regular Dynamics user may not have permission to give this consent themselves.
The agent cannot find data or access is denied
Check that you are connected to the right environment and can open the information yourself in Dynamics 365 or the relevant app. Cobrief does not bypass Microsoft's security roles. For a credit or billing error, your Microsoft administrator needs to check your licenses and credits.
Disconnect
Select "Disconnect" on the Dynamics 365 card to remove your personal connection. If the connection needs to be renewed, select "Reconnect".
An administrator can also select "Remove setup" to remove the connection for the whole workspace. This removes every user's Dynamics connection in that workspace.