UiPath Microsoft Dynamics F&O Activities

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

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 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 - Establishes an authenticated connection to your Dynamics 365 application.

Record Management Activities

• 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.

Business Applications and Benefits of the Dynamics 365 Finance and Operations Activities

By employing these activities, users can enhance the efficiency of their automation processes in a wide variety of scenarios like:

• Automated Data Entry
• Record Updates and Maintenance
• Record Deletion
• Data Retrieval for Reporting
• Error Handling and Logging