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Microsoft Dynamics 365
by YouTube
1
Activity
<100
Summary
Summary
Add native integration to Microsoft Dynamics 365 with UiPath Studio Activities. This is a major update to the previously released package.
Overview
Overview
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
Features
Features
• Native ability to search, read, write get and update Dynamics 365 data directly without the need to do UI based integration. • Automate sales operations such as quote to order processes, field operations and customer service scenarios • Execute any Action or Function directly without the need to write code.
Additional Information
Additional Information
Dependencies
Newtonsoft.JSON >=10.0.3
Code Language
Visual Basic
Runtime
Windows Legacy (.Net Framework 4.6.1)
Technical
Version
1.0.2-previewUpdated
May 19, 2020Works with
UiPath Studio 2018.3+ Microsoft Dynamics 365 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).
Certification
Silver Certified
Application
Support
This activity pack is currently under Preview for Official Release. To log support, please login or register to become an insider. https://insider.uipath.com/.
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