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Microsoft Dynamics 365

Custom Activity

Custom Activity, Finance & Accounting, Microsoft Dynamics 365
Custom Activity

Updated: May 19th, 2020

Published: May 19th, 2020

Downloads: 41

Industry: Information

Microsoft Dynamics 365

Custom Activity

Summary: 

Add native integration to Microsoft Dynamics 365 with UiPath Studio Activities. This is a major update to the previously released package.

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.

The Microsoft Dynamics Activity Pack is primarily designed to work with Microsoft Dynamics for Custom Engagement. Currently it does not support Microsoft Dynamics for Finance & Operations, or other Microsoft Dynamics products that are not fully utilizing Common Data Services (CDS).

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

To learn more see the documentation at To learn more see the documentation at https://docs.uipath.com/integrations/docs/microsoft-dynamics-365-about

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 2018.3+
Microsoft Dynamics 365

The Microsoft Dynamics Activity Pack is primarily designed to work with Microsoft Dynamics for Custom Engagement.  Currently it does not support Microsoft Dynamics for Finance & Operations, or other Microsoft Dynamics products that are not fully utilizing Common Data Services (CDS).

Dependencies

Newtonsoft.JSON >=10.0.3 

Licensing

By clicking download you agree to the following license.