Microsoft Dynamics 365 Integration

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Setup Guide

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1. Add Microsoft Dynamics 365 to Paragon

To add Microsoft Dynamics 365 to Paragon, click the ”+” button in the workflow canvas and choose Microsoft Dynamics 365 from the sidebar. Under Connect to a Microsoft Dynamics 365 account, choose “Add new account for Microsoft Dynamics 365” and enter your account credentials.

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2. Query Microsoft Dynamics 365

Once your Microsoft Dynamics 365 account is connected, you can add steps to perform the following actions:

• Create Record

• Update Record

• Get Record by ID

• Search Records

• Delete Record by ID

When creating or updating records in Microsoft Dynamics 365, you can reference data from previous steps by typing {{ to invoke the variable menu.