Dynamics 365 connects with your environment URL and a Microsoft Entra ID sign-in. Point Airstride at the environment, approve the access, review the field map, and set what partners can see.
Open Airstride's App Centre and select Dynamics 365. Enter your Dynamics 365 environment URL, then authorise the connection. Airstride requests only the access it needs, and the connect screen lists every scope before you grant it.
Airstride reads your Dynamics 365 fields automatically, so the map is ready to review the moment you land on it rather than something you build from scratch. Confirm the matches Airstride resolved, then point any custom fields wherever you need them.
Mapping changes apply on the next sync, which is immediate. You never reconnect to change a map.
Use field-level permissions to control partner visibility over stage, value, contacts, custom fields and notes. Apply permission sets per partner role and they are enforced everywhere: the portal, the API and every export.
Two-way and real time. Register a deal in Airstride and the matching records appear in Dynamics 365 instantly. Update a record in Dynamics 365 and Airstride reflects it in seconds.
Beyond the Dynamics 365 connection, Airstride handles your full setup within 24 hours of signup. Our team migrates all partner data from your CRM, PRM or spreadsheets, connects your partner collateral from Google Docs and other content sources, white-labels your portal to your brand, configures SSO, trains and enables the Partner Activation Agent, and invites your partners. You start day one with everything connected and working.
In the Power Platform admin centre, or in the address bar when you have the app open. It is in the form https://yourorg.crm.dynamics.com, and the region suffix matters.
Yes. Airstride reads and writes as the connecting user, so their security roles are the ceiling on what it can reach. A dedicated integration user with a scoped role is the cleanest setup.
The ones the connecting user can see. Scope the integration user to the business units your partner program covers and the sync follows that boundary.
No. Mapping changes take effect on the next sync, which is immediate. The connection itself is untouched.
The same steps apply across every CRM Airstride connects to. See the CRM guides for the one you run on, or the integrations directory for the full list.
Dynamics 365