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.

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.

Activities

• Create Account - Create an account in Microsoft Dynamics 365 CRM.
• Update Account - Update an account in Microsoft Dynamics 365 CRM.
• Create Contact - Create a contact in Microsoft Dynamics 365 CRM.
• Update Contact - Update a contact in Microsoft Dynamics 365 CRM.
• Create Lead - Create a lead in Microsoft Dynamics 365 CRM.
• Update Lead - Update a lead in Microsoft Dynamics 365 CRM.
• Create Opportunity - Create an opportunity in Microsoft Dynamics 365 CRM.
• Close Lost Opportunity - Choose an opportunity as lost and update its status.
• Event Trigger - Choose an opportunity as won and update its status.
• When an event happens - Create a trigger.
• 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 - 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 - 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 - 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 - Lists all the records in Microsoft Dynamics.

• Close Won Opportunity
• Update Account
• Record Created
• Update Lead
• Create Lead
• Get Record
• Create Contact
• Delete Record
• Update Record
• Create Opportunity
• Opportunity Closed And Won
• Create Account
• Account Created
• Close Lost Opportunity
• Insert Record
• Opportunity Created
• Record Updated
• List All Records
• Contact Created
• HTTP Request
• Update Contact