 is transforming Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems by applying intelligence to process all types of data. This technology **allows organizations to move from reactive decision-making to proactive insights**, helping employees to accelerate business results.

  

Users can easily integrate with Microsoft 365 CRM applications such as Sales, Customer Service, Project Service Automation, Field Service, Social Engagement, PowerApps, and Marketing, thus **having the opportunity to better manage contacts, leads, accounts, opportunities, and more** through automation.

  

**Authentication is easy as users can use their Microsoft credentials to authenticate** and create their Microsoft Dynamics 365 CRM connection. Once authenticated, users gain access to the different functionalities offered by the Microsoft Dynamics 365 platform. To learn more about creating a connection with your Microsoft Dynamics 365 CRM instance, visit the .

  

The  supports events via polling, and you can find more information on the .

  

In , users can utilize the connection to enable the  and build automations that interact with their Microsoft Dynamics 365 CRM data. These activities **allow for the execution of create, read, update, and delete operations on Microsoft Dynamics 365 CRM objects.**

  

UiPath connector is compatible with the Dataverse Web API v9, and more about this can be found on the .

Microsoft Dynamics 365 is a cloud-based suite of business applications that combines CRM and ERP capabilities, powered by advanced analytics and AI.

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

Product Manager

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. 

  

This **UiPath 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

· Get Chat Members

  

Click these links for [information](https://docs.uipath.com/integrations/docs/microsoft-dynamics-365-about), [setup instructions](https://docs.uipath.com/integrations/docs/microsoft-dynamics-365-setup), and [a list of activities](https://docs.uipath.com/integrations/docs/microsoft-dynamics-365-activities).

Simplify automating processes that use Microsoft Dynamics 365 by replacing UI operations with background API calls.

Introduction to Microsoft Dynamics 365
--------------------------------------

Microsoft Dynamics 365 revolutionizes CRM and ERP by applying intelligence to all forms of data. This enables organizations to evolve from reactive business decisions to proactive insights that empower your employees to accelerate business results.

Automation Capabilities with UiPath Microsoft Dynamics Activities
-----------------------------------------------------------------

The UiPath Microsoft Dynamics 365 Activities pack enables you to automate interactions with your Dynamics 365 application. Using the [Web API for Common Data Service and Dynamics 365 Customer Engagement](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/overview?view=dynamics-ce-odata-9) (collectively referred to as the "Web API" in this guide), this activities package gives your UiPath robot(s) the ability to execute functions and actions, upload and download attachments, and manage your records (get, update, insert, and delete).

Activities Included in the UiPath Microsoft Dynamics 365 Activities Pack
------------------------------------------------------------------------

This UiPath Microsoft Dynamics 365 Activities preview package includes the following activities:

*   [Microsoft Dynamics Application Scope](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-scope) - manage a secure connection to Microsoft Dynamics.

### **Record Management Activities**

*   [Insert Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-insert-record) - This activity uses the Web API [POST](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/create-entity-web-api?view=dynamics-ce-odata-9) operation to insert a new record.
*   [Update Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-update-record) - This activity uses the Web API [PATCH](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/update-delete-entities-using-web-api?view=dynamics-ce-odata-9) operation to update a record.
*   [Delete Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-delete-record) - This activity uses the Web API [DELETE](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/update-delete-entities-using-web-api?view=dynamics-ce-odata-9#basic-delete) operation to delete a record.
*   [Get Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-get-record) - This activity uses the Web API [GET](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/retrieve-entity-using-web-api?view=dynamics-ce-odata-9) operation to retrieve a record.
*   [Search Records](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-search-records) - Using your search parameters (QueryOptions and Object), the Search Records activity uses the Web API [GET](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/retrieve-entity-using-web-api?view=dynamics-ce-odata-9) operation to retrieve records.

### **Attachment Handling Activities**

*   [Upload Activity Attachment](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-upload-activity-attachment) - This activity uses the Web API [POST](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/create-entity-web-api?view=dynamics-ce-odata-9) operation to upload an attachment to an email, appointment, or template activity.
*   [Download Activity Attachment](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-download-activity-attachment) - This activity uses the Web API [GET](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/retrieve-entity-using-web-api?view=dynamics-ce-odata-9) operation to download a specified attachment (AttachmentId), to a specified location (Folder), under a new or existing name (Filename).
*   [Upload Note Attachment](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-upload-note-attachment) - This activity uses the Web API [PATCH](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/update-delete-entities-using-web-api?view=dynamics-ce-odata-9) operation to upload an attachment to an annotation (note).
*   [Download Note Attachment](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-download-note-attachment) - This activity uses the Web API [GET](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/retrieve-entity-using-web-api?view=dynamics-ce-odata-9) operation to download an attachment associated with a specified annotation (NoteId), to a specified location (Folder), under a new or existing name (Filename).

### **Actions and Functions Execution**

*   [Execute Action](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-execute-action) - This activity uses the Web API [POST](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/use-web-api-actions?view=dynamics-ce-odata-9) operation to execute an [action](https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/actions?view=dynamics-ce-odata-9) (Action).
*   [Execute Function](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-execute-function) - This activity uses the Web API [GET](https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/use-web-api-functions) operation to execute a [function](https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/functions?view=dynamics-ce-odata-9) (Function).

RPA Content Manager

Introduction to Microsoft Dynamics 365 Finance and Operations Activities
------------------------------------------------------------------------

The Microsoft Dynamics 365 Finance and Operations preview activities offer a streamlined approach to automating interactions within your Dynamics 365 application. This suite of activities empowers users to efficiently manage their records, encompassing functions such as retrieval, update, insertion, and deletion.

### Establishing Connection for Automation

Facilitating seamless outbound automation between UiPath and Microsoft, these activities establish an authenticated connection to your Microsoft Dynamics 365 application through the dedicated [Microsoft Dynamics Finance and Operations Application Scope](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-fo-scope) activity.

Core Activities in the Dynamics 365 Finance and Operations Package
------------------------------------------------------------------

This package consists of the following activities:

*   [Microsoft Dynamics Finance and Operations Application Scope](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-fo-scope) - Establishes an authenticated connection to your Dynamics 365 application.

### **Record Management Activities**

*   [Insert Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-fo-insert-record) - Insert a new record. After inserting the record, the activity outputs the String identifier assigned to the new record and the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
*   [Update Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-fo-update-record) - Updates an existing record. After updating the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
*   [Delete Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-fo-delete-record) - Deletes a record. After deleting the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
*   [Get Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/microsoft-dynamics-365-fo-get-record) - Retrieves a record. After retrieving the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.

The Microsoft Dynamics 365 F & O activities enable you to automate interactions with your Dynamics 365 application.

Microsoft Dynamics 365 revolutionizes Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) by integrating intelligence into all forms of data. This transformative approach empowers organizations to shift from reactive decision-making to proactive insights, enabling employees to accelerate business results effectively.

Enhance your automation capabilities with the Microsoft Dynamics 365 CRM connector. This activity package allows your UiPath robots to efficiently manage your records, including retrieval, updates, insertions and deletions.

### How It Works

The activities establish an authenticated connection via the Microsoft Dynamics CRM Connector, facilitating seamless outbound automation.

Before embarking on your first project, ensure you complete the necessary steps outlined in the [Authentication Guide](https://docs.uipath.com/integrations/docs/uipath-microsoft-dynamicscrm-authentication).

### Activities

- [Create Account](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-create-account) - Create an account in Microsoft Dynamics 365 CRM.
- [Update Account](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-update-account) - Update an account in Microsoft Dynamics 365 CRM.
- [Create Contact](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-create-contact) - Create a contact in Microsoft Dynamics 365 CRM.
- [Update Contact](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-update-contact) - Update a contact in Microsoft Dynamics 365 CRM.
- [Create Lead](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-create-lead) - Create a lead in Microsoft Dynamics 365 CRM.
- [Update Lead](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-update-lead) - Update a lead in Microsoft Dynamics 365 CRM.
- [Create Opportunity](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-create-opportunity) - Create an opportunity in Microsoft Dynamics 365 CRM.
- [Close Lost Opportunity](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-close-lost-opportinity) - Choose an opportunity as lost and update its status.
- [Event Trigger](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-create-trigger) - Choose an opportunity as won and update its status.
- [When an event happens](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-create-trigger) - Create a trigger.
- [Insert Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-insert-record) - Insert a new record. After inserting the record, the activity outputs the String identifier assigned to the new record and the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
- [Update Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-update-record) - Updates an existing record. After updating the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
- [Delete Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-delete-record) - Deletes a record. After deleting the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
- [Get Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-get-record) - Retrieves a record. After retrieving the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.
- [List All Records](https://docs.uipath.com/activities/other/latest/integration-service/uipath-microsoft-dynamicscrm-list-all-records) - Lists all the records in Microsoft Dynamics.

Microsoft Dynamics 365 integrates intelligence into CRM and ERP, transforming data insights. Use the UiPath activity package to automate your operations.

Senior Manager

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.

Software Associate

**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

Tired of entering invoice data to your ERP? Give input and just command your InvoBot to create the invoice in D365.

Fed up with looking into invoices and entering data? Are you about to attend a meeting and you have lots of invoices to create in ERP?

ISYX Technologies LLC has a solution that can directly enter your information to ERP and create an invoice.

*   No manual data entry needed;
*   Less time required to create invoices;
*   Eliminate the type of floating invoices;
*   Time required for invoice creation reduced by almost 66%.

IBM's Cash Applications Digital Worker automates and runs the End-to-End workflow for the Cash Applications process in the Order to Cash area of a company's Accounts Receiveable department by applying a range of prebuilt skills, for example digitizing documents like bank statements and remittances, matching payments with open invoice items, applying cash and posting the transactions into a client’s ERP systems e.g. SAP ERP.

  

**Benefits**

*   **Standardization,** low/no touch processing and early digitalization.
*   **Reduced cost of operations** through automating repetitive tasks.
*   Quicker resolution of issues – driving **improved cash flow.**
*   Less time resolving issues & **increased time spent with customers.**
*   **Enhanced customer experience** via quicker resolution of issues and enhanced communication, which leads to more sales.

Automates and runs the End-to-End workflow for the Cash Applications process in the Order to Cash area of a company's AR department by applying a range of prebuilt skills on UiPath products.

	Listing	Apps	Downloads
	Microsoft Dynamics 365 Simplify automating processes that use Microsoft Dynamics 365 by replacing UI operations with background API calls.		249
	UiPath Microsoft Dynamics F&O Activities The Microsoft Dynamics 365 F & O activities enable you to automate interactions with your Dynamics 365 application.		<100
	Microsoft Dynamics 365 CRM Activity Package Microsoft Dynamics 365 integrates intelligence into CRM and ERP, transforming data insights. Use the UiPath activity package to automate your operations.		<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
	ISYX InvoBot - D365 invoice creator D365 invoice creator		<100
	IBM's Cash Applications Digital Worker Automates and runs the End-to-End workflow for the Cash Applications process in the Order to Cash area of a company's AR department by applying a range of prebuilt skills on UiPath products.		<100

Accelerate Results with Microsoft Dynamics 365 CRM Integrations & Connector

Microsoft Dynamics 365 CRM connector

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