Build a Custom Connector or Web Resource
If your service exposes REST APIs, start by building a custom connector in Microsoft Power Platform. This allows Dynamics 365 to securely communicate with your service using OAuth 2.0 for authentication. Once users connect their accounts, you can store their access tokens in Dataverse and use them in background processes.
Alternatively, you can create a web resource (HTML/JS) to host your configuration page directly inside Dynamics. This page can handle authentication (through OAuth) and store user preferences using the Dataverse Web API.
To add custom ribbon buttons that trigger actions in your service, use the Ribbon Workbench tool. You can configure these buttons to call JavaScript functions or trigger Power Automate flows that interact with your service through your connector or APIs.
Example:
“Sync Data” button → triggers a flow or plugin that calls your service’s API.
“Get Status” button → displays live info from your service in a dialog or notification.
Once your integration works as intended, package it as a Managed Solution in Dynamics 365. Include:
Your custom connector
Web resources (HTML, JS)
Ribbon button definitions
Security roles or permissions
Any Dataverse tables (for storing tokens or preferences)
This managed solution can then be uploaded to Microsoft AppSource. Microsoft has specific guidelines for AppSource submission, including branding, licensing, and validation requirements — make sure to review their AppSource submission checklist.
If your integration involves workflow automation, Power Automate (formerly Flow) is a great option. It’s simpler to maintain and connects directly with Dynamics and external APIs through your custom connector.
In short:
Use a custom connector for authentication and API calls.
Add ribbon buttons with Ribbon Workbench.
Create a configuration page as a web resource.
Package everything as a managed solution for AppSource.
If you need help designing or publishing the integration — especially building a secure custom connector or managing AppSource submission — the team at Tech Implement specializes in Dynamics 365 customization and integration services.
You can reach them at [email protected] or visit techimplement.com to discuss your integration goals.