Connect to the Microsoft Dynamics 365 API with Parabola

Learn how to connect Microsoft Dynamics 365 with Parabola via its API, along with practical use cases the connection allows for.
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Ben Pollack
Last updated:
May 29, 2025

Connecting via API with with Microsoft Dynamics 365 enables organizations to automate their business operations through Microsoft's unified cloud platform. This sophisticated connection streamlines processes while providing comprehensive visibility across operations, leveraging Microsoft's intelligent business applications and extensive cloud capabilities.

How do I connect via API?

  1. Connect your Microsoft Dynamics 365 account to Parabola by navigating to the API page
  2. Authenticate using your Microsoft credentials and configure OAuth permissions
  3. Select data endpoints (CRM data, financial records, operations information)
  4. Configure transformation steps for your business data
  5. Set up automated triggers for real-time updates
  6. Implement Microsoft-specific security protocols
  7. Configure Power Platform connections
  8. Set up performance monitoring

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a portfolio of intelligent business applications that provides comprehensive ERP and CRM capabilities. Built on the Azure cloud platform, it delivers unified solutions that integrate seamlessly with Microsoft's ecosystem.

What does Microsoft Dynamics 365 do?

Microsoft Dynamics 365 delivers sophisticated business solutions that optimize operations and enhance customer engagement. The platform excels in:

  • Sales automation
  • Customer service
  • Finance and operations
  • Supply chain management
  • Marketing automation

What can I do with the API connection?

Sales Process Automation

Create automated workflows that transform sales data into actionable insights:

  • Monitor pipeline metrics
  • Track opportunity progress
  • Generate forecast reports
  • Analyze sales performance

Customer Service Enhancement

Implement automated processes for optimal service delivery:

  • Track case resolution
  • Monitor service levels
  • Generate satisfaction reports
  • Analyze support metrics

Operations Optimization

Generate comprehensive reports that provide operational visibility:

  • Monitor business processes
  • Track financial performance
  • Analyze operational data
  • Generate compliance reports

Parabola FAQ

What is Parabola?
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Parabola is an AI-powered workflow builder that makes it easy to organize and transform messy data from anywhere—even PDFs, emails, and spreadsheets—so your team can finally tackle the projects that used to feel impossible.

What does Parabola help with?
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With Parabola, you can automate any process across spreadsheets, emails, PDFs, & siloed systems. Whether it’s reconciling data across systems or generating the same report every week, Parabola gives teams the power to automate it—all without IT support.

What does Parabola integrate with?
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Parabola integrates with virtually any system. In addition to 50+ native integrations like NetSuite & Shopify, Parabola offers an API & the ability to integrate via email. Connect to thousands of tools—and work with unstructured data like emails and PDFs.

What are common Parabola use cases?
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The best Parabola use cases are recurring processes that involve complex logic and messy data coming from multiple data sources. In practice, this could look like auditing invoice PDFs, generating recurring reports, or alerting the team of discrepancies.

Who are some of Parabola’s customers?
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Teams at Brooklinen, On Running, Flexport, Vuori, and hundreds more use Parabola to automate the work they thought would always be manual. Explore more on our customer stories page.

How do I get started with Parabola?
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The best way to get started is to sign up for a free account at parabola.io/signup. Our customers range from individuals to massive enterprises—so whether you'd like to start self-serve or with a guided product tour from an expert, we'll help you find the right package for your team.