We were founded in 2005 in a tiny apartment in Bucharest, Romania as DeskOver.

Fittingly, it was a customer who, in 2012, first saw the immense possibilities for us in the fledgling RPA market. Our desktop automation product launched in 2013. In 2015, we introduced our enterprise platform along with our new name.

Today, UiPath is the fastest-growing enterprise software company in history with scores of offices, thousands of employees, partnerships with the world’s best consulting and BPO firms, a **500,000-strong developer community**, and **5MM+ robots at work** in over **5,000 global enterprises.**

Our mission is to deliver the leading Robotic Process Automation platform to our clients for an automation first mindset.

We build software robots that automate repetitive processes. Our software robots take on the tedious, mind-numbing work and free people to do the more stimulating, creative work worth doing.

But no matter how much we’ve grown, one thing hasn’t changed. We’re still building a company we love to work for

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Product Manager

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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.

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Visual Basic

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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).