Dynamics overlay

Write the credit file into Dynamics. Keep the LOS.

Kaaj overlays Microsoft Dynamics: extracted fields and source-linked findings write into the Dynamics records you already run. Dynamics stays the CRM spine. If Leasepath is the equipment-finance LOS on that spine, Leasepath still owns quoting, documents, and funding. You choose API, webhook, button, or email. Do not wait on a Salesforce migration to start.

Map this overlay →All integrations

What moves

Into Microsoft Dynamics

Extracted fields	Application, KYB, invoice, and bank-derived fields you map into Dynamics.
Memo and exceptions	A reviewable write-up and exception list attached to the deal, not a second filing pile.

What stays

Still your system of record

Dynamics CRM	Accounts, contacts, and the relationship record stay in Dynamics.
Lease origination	If Leasepath or another LOS sits on Dynamics, it keeps pricing, documents, and funding.

Handoff

However you want to connect

Same menu as Salesforce: API, webhook, button, or email. Rotate client secrets on your schedule; an expired Dynamics secret mid-implementation is an IT item, not a reason to rip out the overlay. Sandbox first. API docs.

REST API

Push a package in and pull structured findings, exceptions, and memo fields out. You own the mapping into your objects.

Webhook

Kaaj posts JSON when analysis finishes. Your team maps the payload. Useful when Salesforce times out on a long synchronous call.

Button or manual trigger

Credit or ops fires analysis on the files they choose, so credits do not run on every inbound email or portal upload.

Email and file drop

Ingest from a shared inbox, OneDrive, SharePoint, Google Drive, or Dropbox, then write the result back to the system of record.

Implementation

Scope the field map before go-live

01
Confirm whether Dynamics is CRM-only or also the origination workplace.
02
If Leasepath is in the stack, map Kaaj → Dynamics record → Leasepath deal, not a parallel borrower file.
03
Issue a sandbox app registration and rotate secrets before production.
04
UAT with packages that already live in Dynamics so duplicate-account rules are visible.

FAQ

Microsoft Dynamics overlay questions

How does an AI underwriting layer write extracted fields into Microsoft Dynamics without replacing the LOS?

Kaaj prepares the credit file and maps outputs onto Dynamics records you designate. The LOS, when present, stays the origination system of record. Overlay, not replacement.

What happens when the Dynamics client secret expires mid-implementation?

The handoff pauses until the secret is rotated. Keep sandbox and production app registrations on a rotation calendar. Kaaj does not require a different CRM to recover.

Is this the same as the Leasepath overlay?

Related. Many equipment-finance shops run Leasepath on Dynamics. Use this page for the Dynamics record. Use the Leasepath page for LOS boundaries. Use Kaaj vs. Leasepath when you are choosing an LOS, not an overlay.

Should we wait to move from Dynamics to Salesforce before integrating?

No. Overlay Dynamics now. If you later move CRM, remap the same outputs. Waiting on a CRM conversion delays the credit-file work Kaaj is for.

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