Integrations / CRM & referrals

Microsoft Dynamics 365

Planned

Contacts, accounts, leads, referral opportunities, activities, and approved Dataverse tables.

Status

The vendor offers a public API, but the Orvexa AI connector is not built yet. Use file import in the meantime where available.

What it provides

  • Contacts
  • Accounts
  • Leads
  • Opportunities
  • Activities
  • Dataverse tables

Setup

Coming soon. A Microsoft administrator will authorize an Orvexa AI application through Microsoft Entra ID and Dataverse OAuth.

Orvexa AI will request only the Dataverse tables and operations required for the clinic's configured referral workflow.

Matching records to patients

Linked by the CRM record ID. Orvexa AI can suggest a match from email and clinic identifiers, but staff confirm the link.

Other crm & referrals integrations

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