Integration overview

The Conga CLM–Dynamics 365 integration uses Workato recipes (and related automation flows) to replace custom, point-to-point integrations between Conga CLM on Conga Advantage Platform and Dynamics 365. This recipe orchestrate data flow between the two systems to support common sales workflows with minimal custom code.

The integration focuses on initiating Conga CLM account creation and visibility directly from Dynamics 365.

Supported integration flows

The integration supports the following flows:

• Create/Fetch Accounts – When a user navigates in Microsoft Dynamics 365 to Customer → Accounts, and either creates a new account or opens an existing one, they are taken to the Account Details page.

  From this page, clicking on CLM Contracts triggers the [CLM] REC | Create/Fetch Accounts Workato flow.

  This workflow receives the required inputs from Microsoft Dynamics 365 and then synchronizes the account data with the CLM system.

  • If the account already exists in Conga CLM, the system open the Contracts grid for that specific account.
  • If the account does not exist, the workflow creates it in Conga CLM and then opens the Contracts Workato flow for the newly created account.

• Create/Fetch Opportunities - When a user navigates in Microsoft Dynamics 365 to Customer → Opportunties, and either creates a new opportunity or opens an existing one, they are taken to the Opportunties Details page.

  From this page, clicking on CLM Contracts triggers the [CLM] REC | Create/Fetch Opportunities Workato flow.

  This workflow receives the required inputs from Microsoft Dynamics 365 and then synchronizes the opportunity data with the CLM system.

  • If the opportunity already exists in Conga CLM, the system open the Contracts grid for that specific opportunity.
  • If the opportunity does not exist, the workflow creates it in Conga CLM and then opens the Contracts Workato flow for the newly created opportunity.

Architecture and integration approach

The integration is implemented as a set of reusable Workato recipes and automation flows that connect:

• Dynamics 365 (CRM) – for accounts, contacts and opportunities data.
• Conga Advantage Platform and Conga CLM – for account, and opportunities data creation, and contract management.

The recipes use Conga CLM APIs (rather than generic data APIs) for contract-related operations, which improves reliability and reduces the need for low-level integration logic.

User experience

From the sales users' perspective, the integration introduces CLM UI within the Dynamics 365 application. Users work primarily in Dynamics 365 and use action on account and opportunity to initiate account/opportunity-related operations. During account/opportunity operation, the user sees a message such as:

“Please wait while your account is being loaded.”

After the account/opportunity is fetched from Conga CLM, a link or reference back to the Microsoft Dynamics 365 record is available that loads the Conga CLM iframe page.

Benefits

• Eliminates manual re-entry of account and opportunity data between Dynamics 365 and CLM.
• Provides real-time or near real-time updates from Dynamics 365 to CLM for account and opportunity data.
• Ensures accounts and opportunitiy data stay aligned between Dynamics 365 and Conga Advantage Platform.
• Improves contract creation performance through connection.
• Uses standard, OEM-ready Workato recipes that can be extended or cloned as needed.