About the Microsoft Dynamics CRM activity package

Overview

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.

Microsoft Dynamics CRM activity package

Using the Microsoft Dynamics 365 CRM connector, this activities package gives your UiPath robot(s) the ability to manage your records (get, update, insert, and delete).

To learn more about the Microsoft Dynamics 365 CRM activities, see the Activities page for a complete activity list and links to the activity detail pages.

How it works

To enable the outbound automation, the activities establish an authenticated connection via the Microsoft Dynamics CRM Connector.

Before you build your first project, complete the steps in the Authentication guide.