> ## 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.

# Dynamics 365 Finance

> Connect to your users' Dynamics 365 Finance accounts.

export const IntegrationsCompatibility = ({workflows = true, actionkit = false, proxy = true, managedSync = false, authType = "Basic Auth", integrationName: integrationNameProp, integrationSlug: integrationSlugProp}) => {
  const FEATURE_REQUEST_ENDPOINT = "https://agosnlmllwykglihfhiw.supabase.co/functions/v1/handle-vote";
  const FEATURE_REQUEST_HEADERS = {
    "Content-Type": "application/json",
    "Authorization": `Bearer sb_publishable_DlIzCjWe8NiqjZnLziegbg_P-w5L9X4`,
    'apikey': `sb_pubishable_DlIzCjWe8NiqjZnLziegbg_P-w5L9X4`
  };
  const SESSION_VOTE_PREFIX = "paragon_compat_vote:";
  const PURPLE = "rgb(102, 69, 230)";
  const slugifyFeature = label => label.toLowerCase().replace(/\s+/g, "-").replace(/[^a-z0-9-]/g, "");
  const integrationKeyFromPathname = pathname => {
    if (!pathname) return "";
    const match = pathname.match(/\/(?:resources\/)?integrations\/([^/?#]+)/);
    return match ? decodeURIComponent(match[1]).replace(/\/$/, "") : "";
  };
  const voteStorageKey = (integrationKey, featureKey) => `${SESSION_VOTE_PREFIX}${integrationKey}:${featureKey}`;
  const readVoteFromStorage = (integrationKey, featureKey) => {
    if (typeof sessionStorage === "undefined") return false;
    try {
      return sessionStorage.getItem(voteStorageKey(integrationKey, featureKey)) === "1";
    } catch {
      return false;
    }
  };
  const writeVoteToStorage = (integrationKey, featureKey) => {
    try {
      sessionStorage.setItem(voteStorageKey(integrationKey, featureKey), "1");
    } catch {}
  };
  const readPageTitleFallback = () => {
    if (typeof document === "undefined") return "";
    const h1 = document.querySelector("article h1") || document.querySelector("main h1") || document.querySelector('[class*="title"] h1') || document.querySelector("h1");
    const text = h1?.textContent?.trim();
    return text || "";
  };
  const getRuntimeConfig = () => {
    if (typeof window === "undefined") return null;
    return window.__PARAGON_FEATURE_REQUEST__ ?? null;
  };
  const resolveEndpoint = () => {
    const rt = getRuntimeConfig();
    if (rt?.endpoint) return String(rt.endpoint).trim();
    return String(FEATURE_REQUEST_ENDPOINT || "").trim();
  };
  const resolveHeaders = () => {
    const rt = getRuntimeConfig();
    const base = {
      ...FEATURE_REQUEST_HEADERS,
      ...rt?.headers && typeof rt.headers === "object" ? rt.headers : {}
    };
    return base;
  };
  const isValidEmail = s => (/^[^\s@]+@[^\s@]+\.[^\s@]+$/).test(String(s).trim());
  const renderCompatCheckSvg = (sizePx = 18) => <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 640 640" fill={PURPLE} style={{
    width: `${sizePx}px`,
    height: `${sizePx}px`,
    flexShrink: 0,
    display: "block",
    verticalAlign: "middle",
    margin: "0 auto"
  }} aria-hidden>
      <path d="M320 576C178.6 576 64 461.4 64 320C64 178.6 178.6 64 320 64C461.4 64 576 178.6 576 320C576 461.4 461.4 576 320 576zM438 209.7C427.3 201.9 412.3 204.3 404.5 215L285.1 379.2L233 327.1C223.6 317.7 208.4 317.7 199.1 327.1C189.8 336.5 189.7 351.7 199.1 361L271.1 433C276.1 438 282.9 440.5 289.9 440C296.9 439.5 303.3 435.9 307.4 430.2L443.3 243.2C451.1 232.5 448.7 217.5 438 209.7z" />
    </svg>;
  const products = useMemo(() => [{
    label: "Managed Sync",
    value: managedSync
  }, {
    label: "ActionKit",
    value: actionkit
  }, {
    label: "Workflows",
    value: workflows
  }, {
    label: "Proxy API",
    value: proxy
  }, {
    label: "Auth Type",
    value: authType
  }], [actionkit, managedSync, workflows, proxy, authType]);
  const [mounted, setMounted] = useState(false);
  const [resolvedIntegrationKey, setResolvedIntegrationKey] = useState(() => integrationSlugProp?.trim() || "");
  const [resolvedDisplayName, setResolvedDisplayName] = useState(() => integrationNameProp?.trim() || "Integration");
  const [inlineFormOpen, setInlineFormOpen] = useState(false);
  const [formFeature, setFormFeature] = useState({
    featureLabel: "",
    featureKey: ""
  });
  const [email, setEmail] = useState("");
  const [description, setDescription] = useState("");
  const [submitting, setSubmitting] = useState(false);
  const [submitError, setSubmitError] = useState("");
  const [voteClickError, setVoteClickError] = useState("");
  const [voteLogging, setVoteLogging] = useState(false);
  const [loggingFeatureKey, setLoggingFeatureKey] = useState("");
  const [, bumpVoteUi] = useState(0);
  const inlineCardRef = useRef(null);
  useEffect(() => {
    setMounted(true);
    const path = typeof window !== "undefined" ? window.location.pathname : "";
    const fromPath = integrationSlugProp?.trim() || integrationKeyFromPathname(path);
    setResolvedIntegrationKey(fromPath);
    const fromDom = readPageTitleFallback();
    const name = integrationNameProp?.trim() || fromDom || (fromPath ? fromPath.replace(/-/g, " ") : "Integration");
    setResolvedDisplayName(name);
  }, [integrationNameProp, integrationSlugProp]);
  const dismissInlineForm = useCallback(() => {
    setInlineFormOpen(false);
    setSubmitError("");
  }, []);
  const handleRequestClick = useCallback(async ({featureLabel, featureKey}) => {
    setVoteClickError("");
    const integrationKey = resolvedIntegrationKey || integrationKeyFromPathname(typeof window !== "undefined" ? window.location.pathname : "");
    if (!integrationKey) {
      setVoteClickError("Could not determine integration. Set the integrationSlug prop on this page.");
      return;
    }
    if (readVoteFromStorage(integrationKey, featureKey)) {
      return;
    }
    setLoggingFeatureKey(featureKey);
    setVoteLogging(true);
    const votedAt = new Date().toISOString();
    const ctaPayload = {
      integration_key: integrationKey,
      integration_name: resolvedDisplayName,
      feature_key: featureKey,
      feature_label: featureLabel,
      vote_phase: "cta_click",
      voted_at: votedAt
    };
    try {
      const endpoint = resolveEndpoint();
      if (endpoint) {
        const res = await fetch(endpoint, {
          method: "POST",
          headers: resolveHeaders(),
          body: JSON.stringify(ctaPayload)
        });
        if (!res.ok) {
          const text = await res.text().catch(() => "");
          throw new Error(text || `Request failed (${res.status})`);
        }
      } else if (typeof console !== "undefined" && console.warn) {
        console.warn("[IntegrationsCompatibility] FEATURE_REQUEST_ENDPOINT is empty; vote not sent. Set endpoint or window.__PARAGON_FEATURE_REQUEST__.");
      }
      writeVoteToStorage(integrationKey, featureKey);
      bumpVoteUi(v => v + 1);
      setFormFeature({
        featureLabel,
        featureKey
      });
      setEmail("");
      setDescription("");
      setSubmitError("");
      setInlineFormOpen(true);
    } catch (err) {
      setVoteClickError(err instanceof Error ? err.message : "Could not log your vote. Please try again.");
    } finally {
      setVoteLogging(false);
      setLoggingFeatureKey("");
    }
  }, [resolvedIntegrationKey, resolvedDisplayName]);
  useEffect(() => {
    if (!inlineFormOpen) return undefined;
    const id = window.setTimeout(() => {
      inlineCardRef.current?.scrollIntoView?.({
        behavior: "smooth",
        block: "nearest"
      });
    }, 80);
    return () => window.clearTimeout(id);
  }, [inlineFormOpen]);
  const submitEnrichment = useCallback(async () => {
    const trimmed = email.trim();
    if (!isValidEmail(trimmed)) {
      setSubmitError("Please enter a valid work email.");
      return;
    }
    const integrationKey = resolvedIntegrationKey || integrationKeyFromPathname(typeof window !== "undefined" ? window.location.pathname : "");
    if (!integrationKey) {
      setSubmitError("Could not determine integration. Set the integrationSlug prop on this page.");
      return;
    }
    const {featureKey, featureLabel} = formFeature;
    const endpoint = resolveEndpoint();
    const enrichedAt = new Date().toISOString();
    const payload = {
      integration_key: integrationKey,
      integration_name: resolvedDisplayName,
      feature_key: featureKey,
      feature_label: featureLabel,
      vote_phase: "enrichment",
      email: trimmed,
      description: description.trim() || undefined,
      voted_at: enrichedAt,
      enriched_at: enrichedAt
    };
    setSubmitting(true);
    setSubmitError("");
    try {
      if (endpoint) {
        const res = await fetch(endpoint, {
          method: "POST",
          headers: resolveHeaders(),
          body: JSON.stringify(payload)
        });
        if (!res.ok) {
          const text = await res.text().catch(() => "");
          throw new Error(text || `Request failed (${res.status})`);
        }
      } else if (typeof console !== "undefined" && console.warn) {
        console.warn("[IntegrationsCompatibility] FEATURE_REQUEST_ENDPOINT is empty; enrichment not sent. Set endpoint or window.__PARAGON_FEATURE_REQUEST__.");
      }
      setInlineFormOpen(false);
      setEmail("");
      setDescription("");
    } catch (err) {
      setSubmitError(err instanceof Error ? err.message : "Something went wrong. Please try again.");
    } finally {
      setSubmitting(false);
    }
  }, [email, description, formFeature, resolvedDisplayName, resolvedIntegrationKey]);
  const renderCompatProductCell = ({product, integrationKey, onRequestClick, alignWide, voteLogging, loggingFeatureKey}) => {
    const isAuthType = product.label === "Auth Type";
    const href = typeof product.value === "string" && !isAuthType ? product.value : null;
    const featureKey = slugifyFeature(product.label);
    const alreadyVoted = !isAuthType && integrationKey && !href && !product.value ? readVoteFromStorage(integrationKey, featureKey) : false;
    const unsupported = !isAuthType && !href && !product.value;
    const cellInner = isAuthType ? product.value : href ? <div style={{
      display: "inline-flex",
      alignItems: "center",
      gap: "6px"
    }}>
        {renderCompatCheckSvg()}
        <a href={href} className="compat-doc-link">
          Docs
          <svg width="11" height="11" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round"><path d="M7 17l9.2-9.2M17 17V7H7" /></svg>
        </a>
      </div> : product.value ? renderCompatCheckSvg() : alreadyVoted ? <span style={{
      fontSize: "12px",
      fontWeight: 500,
      color: "rgba(55, 55, 58, 0.85)"
    }} className="compat-requested-text">Requested</span> : <button type="button" className="compat-pill" disabled={voteLogging && loggingFeatureKey === featureKey} onClick={() => onRequestClick({
      featureLabel: product.label,
      featureKey
    })} style={{
      cursor: voteLogging && loggingFeatureKey === featureKey ? "not-allowed" : "pointer",
      opacity: voteLogging && loggingFeatureKey === featureKey ? 0.65 : 1
    }}>
        <svg className="compat-pill-plus" width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="3" strokeLinecap="round" strokeLinejoin="round" style={{
      color: PURPLE
    }} aria-hidden>
          <line x1="12" y1="5" x2="12" y2="19"></line>
          <line x1="5" y1="12" x2="19" y2="12"></line>
        </svg>
        {voteLogging && loggingFeatureKey === featureKey ? "Submitting..." : "Request"}
      </button>;
    if (alignWide) {
      return <div style={{
        fontSize: "13px",
        padding: "8px 8px",
        minHeight: unsupported || alreadyVoted ? "40px" : undefined,
        flex: 1,
        display: "flex",
        alignItems: "center",
        justifyContent: "center",
        textAlign: "center"
      }}>
          {cellInner}
        </div>;
    }
    return <span style={{
      fontSize: "13px",
      width: "80px",
      textAlign: "center",
      display: "inline-flex",
      justifyContent: "center"
    }}>
        {cellInner}
      </span>;
  };
  return <div style={{
    backgroundColor: "transparent",
    border: "0px solid rgba(225, 225, 229, 1)",
    borderRadius: "12px",
    padding: "0px 0px",
    overflow: "hidden"
  }}>
      <style>{`
        .compat-wide { display: flex; }
        .compat-narrow { display: none; }
        @media (max-width: 640px) {
          .compat-wide { display: none !important; }
          .compat-narrow { display: flex !important; }
        }
        
        .compat-doc-link {
          color: rgb(102, 69, 230);
          font-weight: 500;
          font-size: 13px;
          display: inline-flex;
          align-items: center;
          gap: 2px;
          text-decoration: none;
        }
        .compat-doc-link:hover {
          text-decoration: underline;
          text-underline-offset: 2px;
        }
        .dark .compat-doc-link {
          color: rgb(162, 140, 255);
        }

        .compat-pill {
          display: inline-flex;
          align-items: center;
          justify-content: center;
          gap: 4px;
          box-sizing: border-box;
          min-height: 32px;
          padding: 6px 12px;
          border-radius: 999px;
          border: 1px solid rgba(0, 0, 0, 0.12);
          background-color: rgba(250, 250, 249, 1);
          font-size: 12px;
          font-weight: 500;
          color: rgba(35, 35, 38, 1);
          font-family: inherit;
          line-height: 1.2;
          width: auto;
          text-decoration: none;
          margin: 0;
          transition: box-shadow 0.15s ease, background-color 0.15s ease, border-color 0.15s ease, color 0.15s ease;
        }
        .compat-pill:hover:not(:disabled) {
          box-shadow: 0 2px 8px rgba(0, 0, 0, 0.1);
        }
        
        a.compat-doc-link {
          text-decoration: underline !important;
          text-underline-offset: 2px !important;
          border-bottom: none !important;
          box-shadow: none !important;
          background: none !important;
        }
        a.compat-doc-link:hover {
          opacity: 0.8;
        }

        .dark .compat-pill {
          background-color: rgba(255, 255, 255, 0.05);
          border-color: rgba(255, 255, 255, 0.1);
          color: rgba(255, 255, 255, 0.85);
        }
        .dark .compat-pill:hover:not(:disabled) {
          box-shadow: 0 2px 8px rgba(0, 0, 0, 0.3);
          background-color: rgba(255, 255, 255, 0.1);
        }
        .dark .compat-pill-plus {
          color: rgba(255, 255, 255, 0.85) !important;
        }
        .dark .compat-requested-text {
          color: rgba(255, 255, 255, 0.6) !important;
        }

        .compat-form-card {
          margin-top: 24px;
          width: 100%;
          box-sizing: border-box;
          background-color: #fff;
          border-radius: 16px;
          border: 1px solid rgba(0, 0, 0, 0.1);
          box-shadow: 0 8px 24px rgba(0,0,0,0.06);
          padding: 24px;
        }
        .dark .compat-form-card {
          background-color: #0f1114;
          border-color: rgba(255, 255, 255, 0.1);
          box-shadow: 0 8px 24px rgba(0,0,0,0.4);
        }

        .compat-form-close-btn {
          flex-shrink: 0;
          display: inline-flex;
          align-items: center;
          justify-content: center;
          width: 36px;
          height: 36px;
          margin: 0;
          padding: 0;
          border-radius: 8px;
          background: #fff;
          color: rgba(35, 35, 38, 0.75);
          font-size: 24px;
          line-height: 1;
          font-family: inherit;
          border: none;
        }
        .dark .compat-form-close-btn {
          background: rgba(255,255,255,0.05);
          color: rgba(255,255,255,0.7);
        }

        .compat-form-title {
          margin: 0 0 16px;
          font-size: 20px;
          font-weight: 700;
          color: #111;
        }
        .dark .compat-form-title {
          color: rgba(255, 255, 255, 0.95);
        }

        .compat-form-text {
          display: block;
          margin: 0 0 20px;
          font-size: 14px;
          color: rgba(55, 55, 58, 0.72);
          line-height: 1.5;
        }
        .dark .compat-form-text {
          color: rgba(255, 255, 255, 0.6);
        }

        .compat-form-label {
          display: flex;
          flex-direction: column;
          gap: 6px;
          font-size: 13px;
          font-weight: 500;
          color: #333;
        }
        .dark .compat-form-label {
          color: rgba(255, 255, 255, 0.85);
        }

        .compat-form-input-readonly {
          width: 100%;
          box-sizing: border-box;
          padding: 10px 12px;
          border-radius: 8px;
          border: 1px solid rgba(0, 0, 0, 0.08);
          background-color: rgba(250, 248, 245, 0.95);
          font-size: 14px;
          color: rgba(35, 35, 38, 0.95);
        }
        .dark .compat-form-input-readonly {
          background-color: rgba(255, 255, 255, 0.05);
          border-color: rgba(255, 255, 255, 0.1);
          color: rgba(255, 255, 255, 0.7);
        }

        .compat-form-input {
          width: 100%;
          box-sizing: border-box;
          padding: 10px 12px;
          border-radius: 8px;
          border: 1px solid rgba(0, 0, 0, 0.15);
          background-color: #fff;
          font-size: 14px;
          font-family: inherit;
          color: #111;
        }
        .dark .compat-form-input {
          background-color: rgba(255, 255, 255, 0.05);
          border-color: rgba(255, 255, 255, 0.15);
          color: rgba(255, 255, 255, 0.95);
        }

        .compat-form-submit {
          padding: 10px 16px;
          border-radius: 8px;
          border: 1px solid rgba(0, 0, 0, 0.15);
          background: #fff;
          font-size: 14px;
          font-weight: 700;
          font-family: inherit;
          color: #111;
        }
        .dark .compat-form-submit {
          background: rgba(255, 255, 255, 0.1);
          border-color: rgba(255, 255, 255, 0.2);
          color: rgba(255, 255, 255, 0.95);
        }
        .compat-form-tag {
          display: inline-flex;
          align-items: center;
          gap: 6px;
          padding: 6px 10px;
          border-radius: 8px;
          background-color: rgba(102, 69, 230, 0.12);
          border: 1px solid rgba(102, 69, 230, 0.35);
          color: rgb(102, 69, 230);
          font-size: 12px;
          font-weight: 600;
        }
        .dark .compat-form-tag {
          background-color: rgba(162, 140, 255, 0.15);
          border-color: rgba(162, 140, 255, 0.4);
          color: rgb(180, 160, 255);
        }
      `}</style>

      <div className="compat-wide" style={{
    flexDirection: "row",
    gap: "0px"
  }}>
        {products.map(f => <div key={f.label} style={{
    flex: 1,
    minWidth: 0,
    textAlign: "center",
    display: "flex",
    flexDirection: "column"
  }}>
            <div style={{
    fontSize: "13px",
    fontWeight: 500,
    padding: "6px 8px",
    borderBottom: "1px solid rgba(102, 69, 230, 0.15)",
    overflow: "hidden",
    textOverflow: "ellipsis",
    whiteSpace: "nowrap",
    textAlign: "center"
  }}>
              {f.label}
            </div>
            {renderCompatProductCell({
    product: f,
    integrationKey: mounted ? resolvedIntegrationKey : "",
    onRequestClick: handleRequestClick,
    alignWide: true,
    voteLogging,
    loggingFeatureKey
  })}
          </div>)}
      </div>

      <div className="compat-narrow" style={{
    flexDirection: "column",
    gap: "0px"
  }}>
        <div style={{
    display: "flex",
    justifyContent: "space-between",
    borderBottom: "1px solid rgba(102, 69, 230, 0.15)",
    padding: "6px 0"
  }}>
          <span style={{
    fontSize: "13px",
    fontWeight: 500
  }}>Product</span>
          <span style={{
    fontSize: "13px",
    fontWeight: 500,
    width: "80px",
    textAlign: "center"
  }}>Supported</span>
        </div>
        {products.map(f => <div key={f.label} style={{
    display: "flex",
    justifyContent: "space-between",
    alignItems: "center",
    padding: "5px 0"
  }}>
            <span style={{
    fontSize: "13px"
  }}>{f.label}</span>
            {renderCompatProductCell({
    product: f,
    integrationKey: mounted ? resolvedIntegrationKey : "",
    onRequestClick: handleRequestClick,
    alignWide: false,
    voteLogging,
    loggingFeatureKey
  })}
          </div>)}
      </div>

      {voteClickError ? <p style={{
    margin: "16px 0 0",
    fontSize: "13px",
    color: "#b42318"
  }} role="alert">
          {voteClickError}
        </p> : null}

      {inlineFormOpen ? <div ref={inlineCardRef} role="region" aria-labelledby="compat-feature-request-title" className="compat-form-card">
          <div style={{
    display: "flex",
    flexDirection: "row",
    alignItems: "center",
    justifyContent: "space-between",
    gap: "12px",
    marginBottom: "16px"
  }}>
            <div className="compat-form-tag">
              Feature request
            </div>
            <button type="button" onClick={dismissInlineForm} disabled={submitting} aria-label="Close feature request form" className="compat-form-close-btn" style={{
    cursor: submitting ? "not-allowed" : "pointer"
  }}>
              <span aria-hidden>×</span>
            </button>
          </div>
          <h2 id="compat-feature-request-title" className="compat-form-title">
            Request support for {formFeature.featureLabel}
          </h2>
          <p className="compat-form-text">
            Your vote has been recorded. Add your email and an optional note and we'll notify you when support is added.
          </p>

          <div style={{
    display: "flex",
    flexDirection: "column",
    gap: "16px"
  }}>
            <label className="compat-form-label">
              Integration
              <input type="text" readOnly value={resolvedDisplayName} className="compat-form-input-readonly" tabIndex={-1} />
            </label>
            <label className="compat-form-label">
              Feature
              <input type="text" readOnly value={formFeature.featureLabel} className="compat-form-input-readonly" tabIndex={-1} />
            </label>
            <label className="compat-form-label">
              Work email
              <input type="email" name="email" autoComplete="email" placeholder="you@company.com" value={email} onChange={e => setEmail(e.target.value)} className="compat-form-input" disabled={submitting} />
            </label>
            <label className="compat-form-label">
              Describe your use case (optional)
              <textarea placeholder="What would you build if this were supported?" value={description} onChange={e => setDescription(e.target.value)} rows={4} className="compat-form-input" style={{
    resize: "vertical",
    minHeight: "96px"
  }} disabled={submitting} />
            </label>
          </div>

          {submitError ? <p style={{
    margin: "14px 0 0",
    fontSize: "13px",
    color: "#b42318"
  }} role="alert">
              {submitError}
            </p> : null}

          <div style={{
    display: "flex",
    justifyContent: "flex-end",
    gap: "10px",
    marginTop: "22px",
    flexWrap: "wrap"
  }}>
            <button type="button" onClick={submitEnrichment} disabled={submitting} className="compat-form-submit" style={{
    cursor: submitting ? "not-allowed" : "pointer"
  }}>
              {submitting ? "Submitting…" : "Submit details"}
            </button>
          </div>
        </div> : null}
    </div>;
};

<IntegrationsCompatibility workflows={true} actionkit="/actionkit/integrations/dynamicsfinance" proxy={true} managedSync={false} authType="OAuth2" />

## Setup Guide

You can find your Dynamics 365 Finance app credentials in your [Dynamics 365 Finance Developer Account.](https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/odata)

You'll need the following information to set up your Dynamics 365 Finance App with Paragon Connect:

* Client Key
* Client Secret
* Scopes Requested

### Add the Redirect URL to your Dynamics 365 Finance app

Paragon provides a redirect URL to send information to your app. To add the redirect URL to your Dynamics 365 Finance app:

1. Copy the link under "**Redirect URL**" in your integration settings in Paragon. The Redirect URL is:

```
https://passport.useparagon.com/oauth
```

2. Log in to the [Microsoft Azure Portal](https://azure.microsoft.com/) using your Microsoft account.

3. Navigate to **All Services > App Registrations** and select your application.

4. Select **Authentication** from the sidebar.

5. Under **Platform configurations**, press the **"Add a platform"** button.

6. Select the **Web** platform.

7. Paste the Redirect URL from Step 1 under Redirect URIs.

8. Press the **Save** button at the top of the page.

### Generate a Client Secret

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:

1. Navigate to **Manage > Certificates & secrets** in the sidebar.

2. Under **Client Secrets**, press the **+ New client secret** button.

3. Name your client credentials and select an expiry that works best for your application. Press **Add** to create your credentials.

4. Copy the displayed Client Secret under the **Value** column.

### Add your Dynamics 365 Finance app to Paragon

1. Select **Dynamics 365 Finance** from the **Integrations Catalog**.

2. Under **Integrations > Connected Integrations > Dynamics 365 > App Configuration > Configure**, fill out your credentials from the end of [Step 1](/resources/integrations/dynamics-finance#add-the-redirect-url-to-your-dynamics-365-finance-app) 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.](https://dashboard.useparagon.com)

Press the purple "**Save Changes**" button to save your credentials.

<Info>
  Leaving the Client ID and Client Secret blank will use Paragon development keys.
</Info>

<Frame>
  <img src="https://mintcdn.com/paragon/JtnB3_DeUOyB_qxZ/assets/Connecting%20your%20Dynamics%20365%20Finance%20app%20to%20Paragon%20Connect.png?fit=max&auto=format&n=JtnB3_DeUOyB_qxZ&q=85&s=8a5deee5207c7cb11ef149bdbf72aecf" alt="" width="1814" height="1156" data-path="assets/Connecting your Dynamics 365 Finance app to Paragon Connect.png" />
</Frame>

## Connecting to Dynamics 365 Finance

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](https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/odata) for their full API reference.

Any Dynamics 365 Finance API endpoints can be accessed with the Paragon SDK as shown in this example.

```js theme={null}
// You can find your project ID in the Overview tab of any Integration

// Authenticate the user
paragon.authenticate(<ProjectId>, <UserToken>);
            
// Get a list of customers
paragon.request("dynamicsfinance", "/Customers", {
  method: "GET"
});

// Get a list of vendors
paragon.request("dynamicsfinance", "/Vendors", {
  method: "GET"
});

// Get a list of "Inventory profiles"
paragon.request("dynamicsfinance", "/InventoryProfiles", {
  method: "GET"
});  
  
```

## Building Dynamics 365 Finance workflows

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

* Get Accounts
* Create Vendor
* Update Vendor
* Get Vendor by ID
* Search for Vendor
* Create Bill
* Update Bill
* Get Bill by ID
* Search for Bill
* Delete Bill
* Create Bill Line Item
* Update Bill Line Item
* Get Bill Line Item by ID
* Search for Bill Line Item
* Delete Bill Line Item
* Create Customer
* Update Customer
* Get Customer by ID
* Search for Customer
* Delete Customer
* Create Invoice
* Update Invoice
* Get Invoice by ID
* Search for Invoice
* Delete Invoice
* Create Invoice Line Item
* Update Invoice Line Item
* Get Invoice Line Item by ID
* Search for Invoice Line Item
* Delete Invoice Line Item
* Create Payment Journal
* Update Payment Journal
* Get Payment Journal by ID
* Search for Payment Journal
* Delete Payment Journal
* Create Payment Journal Line Item
* Update Payment Journal Line Item
* Get Payment Journal Line Item by ID
* Search for Payment Journal Line Item
* Delete Payment Journal Line Item

You can also use the [Dynamics 365 Finance Request](/workflows/requests#making-integration-requests) step to access any of Dynamics 365 Finance's API endpoints without the authentication piece.

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