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Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM

by UiPath

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Integration Service Connector

Runs

1

Summary

Summary


Overview

Overview

Microsoft Dynamics 365 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 Microsoft Dynamics 365 CRM authentication page.

The Microsoft Dynamics 365 CRM connector supports events via polling, and you can find more information on the Microsoft Dynamics 365 CRM events page.

In UiPath Studio, users can utilize the connection to enable the Microsoft Dynamics 365 CRM activities 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 documentation platform.

Features

Features

Microsoft Dynamics 365 revolutionizes CRM and ERP by applying intelligence to all forms of data. The platform uses advanced analytics, AI, and machine learning algorithms to extract insights from various types of data, such as customer interactions, sales, financial, and operational data.

By analyzing it, organizations can gain valuable insights that help them make informed decisions and improve business outcomes.

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