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Microsoft Dynamics 365 CRM events - Automation Cloud latest
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Integration Service User Guide
Last updated Dec 4, 2023

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.

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