> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useparagon.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Dynamics 365 Integration

> Connect your Microsoft Dynamics 365 to Paragon.

## Setup Guide

### 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.

### 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.

<Frame caption="">
  <img src="https://mintcdn.com/paragon/867oBBVpxd2C3zc4/assets/Using%20Microsoft%20Dynamics%20365%20in%20Paragon.png?fit=max&auto=format&n=867oBBVpxd2C3zc4&q=85&s=49fa45220dfbf7f0928d27bdad8dc2bd" width="2326" height="1324" data-path="assets/Using Microsoft Dynamics 365 in Paragon.png" />
</Frame>
