Odoo Microsoft Dynamics 365 Integration

Microsoft Dynamics 365 is a business application suite. Where the Sales module is used as the CRM, a business may keep it while running operations in Odoo.

The integration connects the Dynamics sales pipeline to the Odoo back office, so won opportunities become orders and the operational and finance work happens in Odoo.

The integration uses the Dynamics 365 Web API over the Dataverse, with OAuth through Microsoft identity.

• Dynamics 365 to Odoo: accounts, contacts and won opportunities that become Odoo customers and orders.
• Odoo to Dynamics 365: order and invoice status.

• Dataverse model. Dynamics entities sit in the Dataverse and the integration must use the correct entity and relationship names.
• Authentication. OAuth through Microsoft identity needs an app registration with the right permissions.
• Product mapping. Opportunity products must match Odoo products.
• Customisation drift. Heavily customised Dynamics deployments change entity shapes.
• Duplicate accounts. A matching rule is needed.

1. Register an application in Microsoft identity with Dataverse permissions.
2. Map accounts, contacts, opportunities and products.
3. Define the won-opportunity trigger.
4. Run an initial sync.
5. Test the opportunity-to-order flow.
6. Schedule the sync and wire status updates back.