Native Dataverse access
Read any table from your Dataverse environment, including custom entities your sales ops team has built.
CRMConnect Microsoft Dynamics 365 with SEQUESTO
Sync opportunity data, account history, and sales context from Dynamics 365 so every RFX response is grounded in the same truth your sellers see.
Capabilities
What you can do
Enterprise-grade security
Scoped OAuth with Azure AD. Honours row-level security, column masking, and your existing Dynamics permission model.
Close the loop
Push proposal outcomes back to the opportunity record so forecasting and win analysis stay aligned.
How it works
Live in an afternoon
01
Authorise via Azure AD
Your Microsoft admin approves the app. No credentials stored, access scoped to read-only where possible.
02
Pick your environment
Select the Dataverse environment and the tables SEQUESTO should index for proposals.
03
Draft with context
James now drafts responses with live opportunity, account, and contact data from Dynamics.
Use cases enabled
Use cases this unlocks
- RFPs auto-enriched with opportunity data
- Due diligence packs with audit-safe CRM references
- Framework tenders with account-level compliance mapping
- Renewals driven by contract lifecycle data
Ready to connect Dynamics 365?
Book a demo and we’ll show you how Dynamics data flows into every RFX response.