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Microsoft Dynamics 365

Custom Activity

Custom Activity

Updated: October 22nd, 2020

Published: February 24th, 2020

Downloads: 67

Industry: cross-industry

Language compatibility: Visual Basic

Microsoft Dynamics 365

Custom Activity

Summary: 

Simplify automating processes that use Microsoft Dynamics 365 by replacing UI operations with background API calls.

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 Official 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

Details

Benefits

•	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.

Compatibility

UiPath Studio 2019.10.4+
Microsoft Dynamics 365

Dependencies

Newtonsoft.JSON >=10.0.3

Licensing

By clicking download you agree to the following license.