Connect Microsoft Dynamics 365 to Superhuman Docs

Superhuman Connectors let you bring the tools your organization relies on directly into Superhuman. With the Microsoft Dynamics 365 connector, you can find and update your CRM records — accounts, opportunities, cases, leads, and contacts — from inside a doc or by asking the assistant.

Note: The Microsoft Dynamics 365 connector is only available to customers on our Enterprise tier. You must be an Enterprise admin to complete the setup and configuration steps outlined in this article.

Configure the Microsoft Dynamics 365 connector for your organization

Before you can use the Microsoft Dynamics 365 connector in your organization, an admin must complete a few initial configuration steps. This process has two main parts: getting an environment URL from Dynamics 365 and configuring the connector in Superhuman.

Part 1: Get your environment URL from Dynamics 365

Your environment URL is the only piece of information you need from Microsoft. It is the URL you use to access Dynamics 365 in the browser, and it looks like https://<your-organization-name>.crm.dynamics.com.

To get your environment URL, follow these steps:

1. Sign in to the Power Platform admin center.
2. In the navigation pane, select Manage, then select Environments.
3. On the Environments page, select your environment.
4. Copy the environment URL from the details pane. Select See all if you don’t see the URL.

Do not include a trailing slash or any path — just the host. You will paste this value twice in part 2, and a trailing slash would break the configuration.

Keep the URL handy while you head over to Superhuman to create the configuration.

Part 2: Configure the connector in Superhuman

1. Go to the Connectors page.
2. In the search field in the upper-right corner, enter Microsoft Dynamics 365, then click on the connector to start configuring it.

3. On the page that opens, click on the menu next to Connector access and select Custom.

   

4. In the window that appears, click Confirm.

5. In the Configurations section, click Edit to change the existing configuration, or click + Add Configuration below to create a new one.

   

6. Enter or edit the configuration name, then under Groups with access, choose whether the configuration applies to everyone or to selected groups.
7. In the Permissions section, click Edit JSON.

8. In the form that appears, enter the following code, replacing <your-organization-name>.crm.dynamics.com with your environment URL in both lines:

   {
     "connection": {
       "oauth": {
         "scopes": [
           "https://<your-organization-name>.crm.dynamics.com/user_impersonation",
           "offline_access"
         ]
       },
       "endpoint": {
         "url": "https://<your-organization-name>.crm.dynamics.com"
       }
     }
   }

9. Click Save configuration.

That’s it. You’ve now successfully connected Microsoft Dynamics 365 to Superhuman Docs.

Start using the Microsoft Dynamics 365 connector in Superhuman Docs

Once the connector configuration is created, workspace members can begin using the connector in Superhuman Docs.

To get started, simply type /Dynamics on any blank line in your doc. Select the Microsoft Dynamics 365 connector from the options, and click Add to doc.

You’ll be prompted to sign in to Microsoft. The connector uses OAuth2, so after you authenticate, it will act on your behalf using your Dynamics 365 permissions—you will only see the records your account is allowed to read.

After connecting, you can look up the following:

• LookupRecords — find records by keyword across accounts, opportunities, cases, leads, and contacts. Narrow it to specific tables to search those by name, or leave the search empty to list everything in them. With no tables chosen, it runs a relevance search across all of them, which requires Dataverse search to be turned on for the environment.
• LookupOpportunities — deals, ordered by estimated close date. Filter to yours, to open deals only, or to those closing on or before a specific date.
• LookupCases — support cases, newest first. Filter to yours, or by Active, Resolved, or Canceled.
• Opportunity — the full details of a given deal: amount, close date, status, owner, and account.
• GetRecord — any record, by table and name.
• ListActivities — everything logged against a record: emails, calls, tasks, appointments and notes, newest first.
• CurrentUser — your Dynamics 365 identity: user, business unit, and organization.

Reads return 50 records by default, and up to 200.

You can also change records. These run as actions, so you can trigger them from a button or an automation:

• UpdateOpportunity — a deal’s amount, close date, name, or next step.
• CreateTask — a follow-up task, optionally linked to a record.
• CreateCase — a support case, with priority, customer, owner, and follow-up date.
• LogCall — a completed phone call, with duration and direction.
• AddNote — a note on any record.

Or ask instead of building. The connector ships a chat assistant — Dataverse CRM Assistant — so the same capabilities work in plain language, for example: “my open deals this quarter,” “what has been happening with Contoso,” “log a 15-minute call on the Contoso deal.” Records are picked by name, so use the exact name when two are close.