UiPath Integrations

The UiPath Integrations Guide

Welcome to the UiPath Integrations guide. You will find comprehensive guides and documentation to help you start working with UiPath Integrations, as well as support if you get stuck.

In order to download the solutions mentioned here please visit the official UiPath Go! Marketplace here.

*Note that only integrations built in-house at UiPath are detailed below. For a complete list of UiPath's technology partners, see here.

Activities

The following table lists the activities that are included in the Microsoft Dynamics 365 Activities Package.

Activity
Description

Establishes an authenticated connection to your Dynamics 365 application.

Insert a new record.

After inserting the record, the activity outputs the String identifier assigned to the new record and the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.

Updates an existing record.

After updating the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.

Deletes a record.

After deleting the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.

Retrieves a record.

After retrieving the record, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.

Uses your search parameters to retrieve records.

After retrieving the record, the activity outputs the results in a DataTable object and the status of the request (success/failure information) in a ResponseStatus object, both of which you can use in subsequent activities (e.g., conditional logic, Update Record, Download Activity Attachment, etc.).

Uploads an attachment to an email, appointment, or template activity.

After uploading the attachment, the activity outputs the String identifier assigned to the attachment and the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.

Uploads an attachment to an annotation (note).

After uploading the attachment, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.

Downloads a specified attachment, to a specified folder, under a new or existing file name.

After downloading the attachment, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.

Downloads a note attachment, to a specified folder, under a new or existing file name.

After downloading the attachment, the activity outputs the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.

Executes a function.

After executing the function, the activity outputs action specific field values (if applicable) and the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.

Executes an action.

After executing the action, the activity outputs action specific field values (if applicable) and the status of the request (success/failure information) in a ResponseStatus object that you can use in subsequent activities.

Updated about a month ago


Activities


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