Integrating with Microsoft Dynamics 365 and Power Apps
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- UpdatedJan 30, 2025
- 7 minutes to read
- Yokohama
- IT Asset Management
Integrating your ServiceNow instance with the Microsoft Dynamics 365 and Power Apps service enables you to track your software subscriptions and to reclaim unused licenses.
This integration retrieves user subscription details for all Microsoft Dynamics 365 and Power Apps products. Furthermore, Software Asset Management provides license compliance for the products using user subscription-based models.
- Dynamics 365 for Sales (Professional, Premium, Enterprise)
- Dynamics 365 for Customer Service (Professional, Enterprise, Enterprise for Government, Professional Attach to Qualifying Dynamics, Sales and Customer Service Enterprise)
- Dynamics 365 for Team Members
- Microsoft Relationship Sales (MRS)
For more information about the Microsoft 365 service, see Microsoft 365 frequently asked questions.
Process | Required user role in the Microsoft Dynamics 365 and Power Apps application | Authentication scopes |
---|---|---|
Download subscriptions |
|
|
Pull user activity | Dynamics 365 administrator | user_impersonation |
Set up Microsoft Azure Active Directory
Set up Microsoft Azure Active Directory (AD).
Before you begin
Role required: Global administrator and Dynamics 365 administrator in Microsoft admin center
Procedure
Set up Microsoft Dynamics 365 and Power Apps
Set the system-level settings for Microsoft Dynamics 365 and Power Apps.
Before you begin
Role required: admin
Procedure
Set up ServiceNow instance for Microsoft Dynamics 365 and Power Apps
Set up ServiceNow instance for Microsoft Dynamics 365 and Power Apps to track your software subscriptions and to reclaim unused licenses.
Before you begin
Role required: admin or sam_integrator
About this task
If you’re using Software Asset Workspace, the option to create the Microsoft Dynamics 365 and Power Apps integration profile in Core UI is inactive.
Procedure
What to do next
After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.
If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see Create a child alias to set up multiple integration profiles.
Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see Review a software reclamation rule.
- For more information on creating software entitlements in the Software Asset Management Core UI, see Create entitlements in Software Asset Management classic.
- For more information on creating software entitlements in the Software Asset Workspace, see Create entitlements in workspace.
- For more information on creating software entitlements using the Software Asset Management Playbook, see Create entitlements using the guided walk-through.
- For more information on running reconciliation in the Software Asset Management classic application, see Run software reconciliation in Software Asset Management classic.
- For more information on running reconciliation in the Software Asset Workspace, see Run software reconciliation in the workspace.
Optimizing Microsoft Dynamics 365 subscriptions
Evaluating the software usage activity of Microsoft Dynamics 365 subscriptions helps you monitor license usage, optimize license allocation, and potentially reduce costs for the assigned licenses. Software usage activity refers to how software products are being used.
Based on the software usage activity and the incurred cost, Software Asset Management generates optimization recommendations for your software subscriptions that include the following:
- Low usage subscriptions
Software Asset Management recommends reclaiming the low usage subscriptions. For example, if the last activity date is 60 days prior to the current date, the subscription is considered a low usage subscription.
- Consolidated subscriptions
If a user has multiple base licenses for different Microsoft Dynamics 365 applications, Software Asset Management recommends consolidating the subscriptions to optimize licensing. This approach involves purchasing one base license and obtaining the rest as attached licenses, ensuring compliance with Microsoft's licensing terms while being more cost-effective.
For example, if Dynamics 365 Commerce, Dynamics 365 Finance, and Dynamics 365 Human Resources base license subscriptions are purchased for a user, Software Asset Management recommends using Dynamics 365 Commerce as base license and Dynamics 365 Finance and Dynamics 365 Human Resources as attached licenses to the base license. For more information, you can download the Dynamics 365 Licensing Guide from the Dynamics 365 pricing overview page.
After completing the Integrating with Microsoft Dynamics 365 and Power Apps integration, you can view the usage activity information in the Software Subscription [samp_sw_subscription] table.
On this page
Related Content
- Reclamation rules
Reclamation rules define the minimum amount that a subscription must be used. If the subscription doesn't have any activity within a specified time limit, it's added to the list of reclamation candidates. User activity is defined differently for each direct integration. Only one of the listed actions is required to occur within the time limit, not all of them.