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ERP · Governed n8n fabric

Microsoft Dynamics 365 × ServAI

Connect Microsoft Dynamics 365 to the ServAI Data Intelligence Role Pack with explicit data boundaries, read-only execution, human approval and traceable evidence.

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CategoryERP
Connection routeGoverned n8n fabric
Data modeRead-only
Publish authoritySeparate human release
What can be connected

The Microsoft Dynamics 365 data you approve—not the whole account.

ServAI can read approved finance, procurement, inventory, orders and master-data objects. An administrator defines the allowed datasets, fields, query windows and sensitivity ceiling. Exact availability depends on the customer’s Microsoft Dynamics 365 plan, permissions and source configuration.

Boundary ruleThe agent cannot select an arbitrary account, table or resource from its prompt. Scope must be registered and approved first.
What Data Intelligence can do
  • Reconcile operational and finance measures
  • Analyse purchasing, stock and order performance
  • Expose data-quality and freshness exceptions
  • Draft governed management dashboards
How the connection works

Configured, admitted and health-gated.

Implementation differs by connector state. These are the actual boundaries for this ServAI catalogue entry.

01

Grant entitlement

The customer grants least-privilege OAuth or an API credential and keeps it outside the agent prompt.

02

Review the n8n workflow

Nodes, pagination, rate limits, retries, transformations and resource scope are reviewed in customer-owned n8n.

03

Pin and admit the route

ServAI records the production HTTPS endpoint, workflow ID, SHA-256 digest and HMAC signing, then requires passing health.

Governed path

From source to a verifiable dashboard.

Connecting a source does not grant authority to change data, define metrics or publish.

  1. 01Configure connection
  2. 02Review & admit
  3. 03Approve meaning
  4. 04Read-only query
  5. 05Dashboard & evidence
  6. 06Different-person verify
  7. 07Separate release
What you need

Deployment requirements

  • Customer-owned n8n and a production workflow
  • Least-privilege OAuth or API entitlement
  • HTTPS, HMAC signing, workflow ID and pinned digest
  • Human owner for review, admission and health monitoring
What this connector cannot do

Fixed boundaries

  • ServAI does not write to Microsoft Dynamics 365 or change source records.
  • No self-admission, self-approval of metrics or self-verification of dashboards.
  • The agent cannot submit raw SQL or arbitrary resource names.
  • A catalogue listing never means a customer connection is operating.
Status truth

Customer setup required

The customer control surface shows actual per-tenant state: operational, needs attention, or catalogued—not live. ServAI never turns a logo into a connection claim.

OperationalAdmitted and health passing
Needs attentionConfiguration, health or entitlement needs action
Catalogued—not liveNo admitted customer connection
Microsoft Dynamics 365 + Data Intelligence Role Pack

Start with data scope—not a connector logo.

We will establish route state, requirements, human ownership and data boundaries before treating the connection as ready.

Start a connection assessmentExplore the Role Pack