A cloud-based ERP integrated with Microsoft CRM applications. After connecting, manage processes from  accounting and finance to production, warehousing, and transportation.

A cloud-based ERP integrated with Microsoft CRM applications. After connecting, manage processes from accounting and finance to production, warehousing, and transportation.

Grow your business potential with Microsoft Dynamics 365 CRM—revolutionizing the landscape of relationship management and operational efficiency. Experience the seamless integration of Sales, Customer Service, Project Service Automation, and more, unlocking the full spectrum of benefits offered by Dynamics 365.

Empower your team with UiPath's Microsoft Dynamics 365 CRM connector, and leverage automation to transform manual tasks into efficient, automated processes, enhancing the way you manage contacts, leads, accounts, and opportunities. Take the leap into a future of productivity where interactions are optimized, and operations are streamlined.

Enhance your business workflows with Microsoft Dynamics 365 CRM connector. Streamline processes, manage contacts, leads, and opportunities effortlessly.

Microsoft Dynamics 365 CRM Integrations & Connector

The new Microsoft Dynamics 365 activities go beyond UI based automation by using direct data access to your entities. In addition to being able to create, update and retrieve entity data you can upload and download attachments, and remotely execute Actions and Functions.

  

The Microsoft Dynamics Activity Pack is primarily designed to work with Microsoft Dynamics for Custom Engagement.  Currently it does not support Microsoft Dynamics for Finance & Operations, or other Microsoft Dynamics products that are not fully utilizing Common Data Services (CDS).

  

This **UiPath Official Preview package** includes the following activities:

  

**Microsoft Dynamics Application Scope** - manage a secure connection to Microsoft Dynamics

  

**Microsoft Dynamics Object** - easy to use wizards to configure and test activities for operations on Microsoft Dynamics Objects from within UiPath Studio.

· Insert Record

· Update Record

· Delete Record

· Get Record

· Search Records

  

**Attachments**

· Upload Activity Attachment

· Download Activity Attachment

· Upload Note Attachment

· Download Note Attachment

  

**Actions and Functions**

· Execute Action

· Execute Function

  

To learn more see the documentation at To learn more see the documentation at https://docs.uipath.com/integrations/docs/microsoft-dynamics-365-about

Add native integration to Microsoft Dynamics 365 with UiPath Studio Activities. This is a major update to the previously released package.

This bot logs into Microsoft Dynamics and creates employees and updates employee records on demand. This works as a service on Microsoft Azure and is readily available for all D365 implementations in place. Interaction with new employees, IT helpdesk and HR team is taken care by the bot freeing numerous hours, mundane data entry and increases efficiency. This also helps employee engagement in the hire process itself.

Make your bot your HR operator for Dynamics 365 ERP. Automate new hire tasks for HR department saving data entry and inaccurate information issues.

**Challenges**

1.  Need to check Stock each time for different items in the warehouse
2.  Expenditure on hardware device for scanning barcodes
3.  Manual Data entry prone to error and time consuming
4.  ERP License for warehouse users and training

**Ideal Solution**

Secure **Mobile application** (no device cost to organization) to give latest **up to minute inventory details** from **ERP** on scanning from any warehouse of the organization. Utilizing **existing D365 and O365 licenses**.

Warehouse user scans the barcode on the MS powerapps mobile app and UiPath bot helps provide the stock information from Microsoft Dynamics 365 ERP.

**Warehouse user scans the barcode on the MS powerapps mobile app and UiPath bot helps provide the receipt for the item from Microsoft Dynamics 365 ERP.**

**Challenges**

*   Expenditure on hardware device for scanning barcodes
*   Manual Data entry prone to error and time consuming
*   ERP License for warehouse users and training
*   Need to create receipt each time for different items in the warehouse

**Ideal Solution**

Secure **Mobile application** (no device cost to organization) to give latest **up to minute inventory details** from **ERP** on scanning from any warehouse of the organization. Utilizing **existing D365 and O365 licenses**.

UiPath acts like a bridge between SharePoint List and D365. The SharePoint list is connected to the powerApps. The user can scan the details of the received item barcode. The details will be entered in the SharePoint list automatically. UiPath will enter these data into respective field and create the receipt in it or if an error came in between it will inform through PowerApps.

The receipt will not be downloaded from D365.

Create receipt from the list of items received at Warehouse

	Listing	Apps	Downloads
	Microsoft Dynamics 365 Add native integration to Microsoft Dynamics 365 with UiPath Studio Activities. This is a major update to the previously released package.		<100
	Isyx Onboard New Employees - Microsoft D365 HR Bot Make your bot your HR operator for Dynamics 365 ERP. Automate new hire tasks for HR department saving data entry and inaccurate information issues.		<100
	Mobile App Inventory Retreiver - Microsoft D365 Warehouse user scans the barcode on the MS powerapps mobile app and UiPath bot helps provide the stock information from Microsoft Dynamics 365 ERP.		<100
	Isyx - Receipt Creation Bot D365 Create receipt from the list of items received at Warehouse		<100

Accelerate Results with Microsoft Dynamics 365 CRM Integrations & Connector

Microsoft Dynamics 365 (Finance and Operations) connector

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