- About the Microsoft Dynamics 365 CRM connector
- Microsoft Dynamics 365 CRM authentication
- Microsoft Dynamics 365 CRM events
Microsoft Dynamics 365 CRM events
The UiPath Microsoft Dynamics 365 CRM connector supports the following events via polling:
Event |
Object |
Event Type |
Description |
---|---|---|---|
When a new contact is created |
Contact |
CREATED |
Triggers when a new contact is created in Microsoft Dynamics 365 CRM. |
When a new account is created |
Account |
CREATED |
Triggers when a new account is created in Microsoft Dynamics 365 CRM. |
When a new opportunity is created |
Opportunities |
CREATED |
Triggers when a new opportunity is created in Microsoft Dynamics 365 CRM. |
When an existing opportunity is closed and won |
Opportunities |
UPDATED |
Triggers when an existing opportunity is closed and won in Microsoft Dynamics 365 CRM. |
Event polling is performed every 5 minutes, by default. The polling interval is configurable. For details, see the Triggers documentation.