home

CLM for Advantage Platform

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

CLM for Advantage Platform

Microsoft Dynamics 365 Integration with Conga CLM

Dynamics 365 Configuration

This topic describes the steps required to configure the Dynamics 365 Org. Admin with the Conga Platform Connector. The process includes importing a solution into your Power Platform environment, setting up the CLM Contracts button on Accounts and Opportunity pages in Dynamics 365 Org., and configuring the Conga Setup within the Dynamics 365 Org. This configuration enables seamless syncing of Accounts and Opportunity data and launching the Conga CLM UI from within your Dynamics 365 Org.

The Dynamics 365 org. configuration is a two step process. Perform the following configuration to complete the setup and then validate the setup.

  1. Importing the Conga Advantage Platform Connector Solution
  2. Connection Data Configuration in Conga Setup in Dynamics 365

Importing Solution into Microsoft Power Apps

  • Obtain the Solution File: Request the latest version of the Conga Advantage Platform Connector for Dynamics solution in .zip format from the Conga support team.
Importing a Conga Advantage Platform Connector for Dynamics solution into Dynamics 365 is an essential step when integrating it with the Conga Advantage Platform. A solution is a bundled set of customizations, components, and configurations, such as entities, forms, fields, workflows, and user interface elements, that are needed to enable specific functionality within the environment.
  1. Go to Power Apps and select the appropriate environment from the Environment drop-down.
  2. In the left pane, click Solutions.
  3. In the top toolbar, click Import Solution and upload the solution's .zip file and click Next.
  4. Review the solution details and click Next.
  5. In the Connections window, review the details and click Import. The system notifies you upon the successful import of the solution.
The solution is successfully imported into your environment. Verify that the required web resources and tables were imported properly.

Updating the Environmental Variable table

You have imported Conga Advantage Platform Connector solution into Microsoft Power Apps.

After importing the Conga Advantage Platform Connector solution into Microsoft Power Apps, update the Environment Variable table with URLs of your environment and Workato workspace.
  1. Log in to Microsoft Power Apps and navigate to Objects > Tables > Environmental Variable.
    Environment Variable columns and data is displayed.
  2. Update the URL for the following environment variables:

    • conga_CongaAccountUrl: Update the base Url with the URL of your environment.

    • conga_CongaOpportunityUrl: Update the base Url with the URL of your environment.

    • conga_WorkatoAccountUrl: Update the base URL with the URL of your Workato workspace.

    • conga_WorkatoOpportunityUrl: Update the base URL with the URL of your Workato workspace.

You have updated the environment variables.

Updating Workato Token

You have the Workato token of your workspace.
You must update the Workato token for the connection between Dynamics 365 and Workato.
  1. Log in to Microsoft Power Apps and navigate to Objects > Tables > CLMConnection Data.
  2. Update the Workato Token.
You have updated the Workato token.

Configuring Connection Data

After importing the solution, configure Conga Setup in Dynamics 365 to establish the connection and enable data sync between Dynamics 365 and the Conga Advantage Platform. Complete the following to establish the connection.
  1. Login to the Microsoft Dynamics 365 org.
  2. From the homepage, click the Conga Setup app tile. The Conga Setup home page is displayed with Connection Data list.
  3. Add a New Connection.
    1. In the header, click New.
    2. Enter the following details:
      FieldDescription
      Client IDEnter the Client ID generated from the API-to-API connection in the Conga Advantage Platform Org. For more information, see the Configuring an API to API connection topic.
      OwnerOwner of the MS dynamics org
      Client SecretPaste the Client secret generated from the API-to-API connection in the Conga Advantage Platform Org. For more information, see the Configuring an API to API connection topic.
      NameSpecify the connector name as mentioned below.

      Conga RLM Connection

      Org DataEnter the data in the following format.
      {
  "organization-fid": "<value>",
  "organization-id": "<value>",
  "user-id": "<value>"
}
      Token URLEnter the token endpoint of the Conga Advantage Platform Org. For example, https://<environment>.congacloud.io/api/v1/auth/connect/token

      The base URL varies depending on the connected environment.

      Instance URLThe Conga Advantage Platform tenant or instance URL where data synchronization is required. For example, https://<environment>.congacloud.io/ .

      The base URL varies depending on the connected environment.

      When you import the Solution, the endpoints in the above table are automatically updated depending on the environment connecting to.
  4. Click Save.
  5. Click Activate.
You have configured data connection.
Administrator Guide
Conga
CLM

March 24, 2026