In Review. This integration is being evaluated. Availability has not been announced. View integration status.
Integration approach
Use the Dataverse Web API for the lender’s configured CRM tables and processes. Map custom lending entities and security roles; this connection does not automatically expose its LOS or core.Access and approval
Register the application in Microsoft Entra ID and configure delegated access or a server-to-server application identity. Lender permissions and licensing govern access; no fixed institution-approval ETA. Documentation availability: Public Web API, OAuth and app-registration documentation.Data reference
Open a resource to review its field definitions. Available fields depend on the connected product, account permissions, and source data.Coverage conditions
Provider documentation
- learn.microsoft.com/en-us/powerapps/developer/common-data-service/authenticate-oauth
- learn.microsoft.com/en-us/samples/microsoft/powerapps-samples/a-quickstart-to-the-dataverse-web-api