Microsoft Dynamics 365

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 (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 - manage a secure connection to Microsoft Dynamics.

Record Management Activities

• Insert Record - This activity uses the Web API POST operation to insert a new record.
• Update Record - This activity uses the Web API PATCH operation to update a record.
• Delete Record - This activity uses the Web API DELETE operation to delete a record.
• Get Record - This activity uses the Web API GET operation to retrieve a record.
• Search Records - Using your search parameters (QueryOptions and Object), the Search Records activity uses the Web API GET operation to retrieve records.

Attachment Handling Activities

• Upload Activity Attachment - This activity uses the Web API POST operation to upload an attachment to an email, appointment, or template activity.
• Download Activity Attachment - This activity uses the Web API GET operation to download a specified attachment (AttachmentId), to a specified location (Folder), under a new or existing name (Filename).
• Upload Note Attachment - This activity uses the Web API PATCH operation to upload an attachment to an annotation (note).
• Download Note Attachment - This activity uses the Web API GET 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 - This activity uses the Web API POST operation to execute an action (Action).
• Execute Function - This activity uses the Web API GET operation to execute a function (Function).

Key Features and Benefits of the Microsoft Dynamics 365 Activities Package

• 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.