You can find your Dynamics 365 Finance app credentials in your Dynamics 365 Finance Developer Account.You’ll need the following information to set up your Dynamics 365 Finance App with Paragon Connect:
Since Dynamics 365 Finance does not automatically provide you with a Client Secret for your application, we’ll need to make one. To get your Client Secret:
Navigate to Manage > Certificates & secrets in the sidebar.
Under Client Secrets, press the + New client secret button.
Name your client credentials and select an expiry that works best for your application. Press Add to create your credentials.
Copy the displayed Client Secret under the Value column.
Select Dynamics 365 Finance from the Integrations Catalog.
Under Integrations > Connected Integrations > Dynamics 365 > App Configuration > Configure, fill out your credentials from the end of Step 1 in their respective sections:
Client ID: Found under Essentials > Application (client) ID on your Microsoft Azure Portal app page.
Client Secret: Found under Manage > Certificates & secrets on your Microsoft Azure Portal app page.
Permissions: Select the scopes you’ve requested for your application. For a list of recommended scopes, please view this integration within your Paragon dashboard. View dashboard.
Press the purple “Save Changes” button to save your credentials.
Leaving the Client ID and Client Secret blank will use Paragon development keys.
Once your users have connected their Dynamics 365 Finance account, you can use the Paragon SDK to access the Dynamics 365 Finance API on behalf of connected users.See the Dynamics 365 Finance REST API documentation for their full API reference.Any Dynamics 365 Finance API endpoints can be accessed with the Paragon SDK as shown in this example.
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// You can find your project ID in the Overview tab of any Integration// Authenticate the userparagon.authenticate(<ProjectId>, <UserToken>);// Get a list of customersparagon.request("dynamicsfinance", "/Customers", { method: "GET"});// Get a list of vendorsparagon.request("dynamicsfinance", "/Vendors", { method: "GET"});// Get a list of "Inventory profiles"paragon.request("dynamicsfinance", "/InventoryProfiles", { method: "GET"});