Dynamics 365 integration

Dynamics 365 is an Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solution provider that includes many intelligent business applications such as Sales, Customer Service, Marketing, Project Service, Field Service, Social Engagement, HR, and more.

The Viva Goals integration with Dynamics 365 enables you to automatically update your Key results and Projects with metrics from any of the Dynamics 365 apps, allowing leaders and managers to obtain a holistic view of business operations within Viva Goals.

How to set up Dynamics 365 integration

Tenant admin configuration

The tenant administrator can enable Dynamics 365 integration for all Viva Goals organizations with their tenant by following the steps below:

1. Log in to Viva Goals as Tenant admin and go to https://goals.microsoft.com/organizations.
2. Click settings.
3. Under the Integrations section, enable the Dynamics 365 integration by toggling the status.

Once the tenant admin enables the integration, the Dynamics 365 integration will be available to all the Viva Goals organizations within the tenant.

Organization admin configuration

An organization admin can follow these steps to enable the Dynamics 365 integration within a specific Viva Goals organization.

1. Log in to Viva Goals as an organization admin.

2. Select Admin from the navigation side bar, followed by integrations.

3. Navigate to Dynamics 365 and select enable, or manage if the integration is already enabled.

4. Click New Connection and follow the prompts to sign-in with your Microsoft credentials.

5. Select next to complete setup.

Viva Goals allows you to connect with multiple Dynamics 365 accounts. Select New connection to continue adding accounts. Each account should have a unique name. Users will be allowed to swap connections when they link their KRs to Dynamics 365.

How to connect Dynamics 365 metrics to a Key Result (KR)

After setup is complete, users within your organization can link their KRs to any Dynamics 365 metric by connecting to a view or report in Dynamics 365.

1. When you create (or edit) a KR, go to the Progress section and select Automatically from a data source.

2. From the list of integrations, select Dynamics 365. If you have multiple Dynamics 365 connections, select the connection that your view is associated with before you select the App.

3. In the App field, select the Dynamics 365 app of your choice to connect its metrics with a KR.

4. Select the entity within the app that measures the metric’s progress.

5. Search for the View you want to connect to.

6. Select the Column from the view you want to designate as the measure of success. The available fields will vary based on the configuration of the view you select.

7. Select the Aggregation based on the type of KR View and how you would like to compute the progress.

8. Select Next and then Save to complete the update of your OKR.

You should now see a Dynamics 365 icon near to the KR progress bar. The KR will automatically sync every hour. To refresh it manually, click the Dynamics 365 icon and pick Sync now.