You can find your Microsoft Dynamics 365 application credentials by visiting your Microsoft Azure Portal.You’ll need the following information to set up your Microsoft Dynamics 365 app with Paragon Connect:
Since Microsoft Dynamics 365 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.
Note: You will need to periodically create new and update your Client Secret as they expire for all Microsoft integrations.
Select Microsoft Dynamics from the Integrations Catalog.
Under Integrations > Connected Integrations > Microsoft Dynamics 365 > App Configuration > Configure, fill out your credentials from the end of Step 1in 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.
Note: You should only add the scopes you’ve requested in your application page to Paragon.
Once your users have connected their Microsoft Dynamics 365 account, you can use the Paragon SDK to access the Microsoft Dynamics 365 API on behalf of connected users.See the Microsoft Dynamics 365 REST API documentation for their full API reference.Any Microsoft Dynamics 365 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>);// Create an Accountawait paragon.request("microsoftDynamics", "/accounts", { method: "POST", body: { "name": "Sample Account" }});// Query Accounts by number of employeesawait paragon.request("microsoftDynamics", "/accounts?$filter=Microsoft.Dynamics.CRM.Between(PropertyName='numberofemployees',PropertyValues=["5","2000"])” method: "GET"});