About the Microsoft Dynamics 365 CRM connector

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.

Authentication

Use your Microsoft credentials to authenticate and create your own Microsoft Dynamics 365 CRM connection. Once authenticated, you can use the connection to access the different functionalities offered by the Microsoft Dynamics 365 platform.

Find out more about how to create a connection with your Microsoft Dynamics 365 CRM instance from our Microsoft Dynamics 365 CRM authentication page.

Events

The Microsoft Dynamics 365 CRM connector supports events via polling. More information about the events supported for the Microsoft Dynamics 365 CRM connector is available in the Microsoft Dynamics 365 CRM events page.

Activity package

You can use the connection to enable the Microsoft Dynamics 365 CRM activities in UiPath Studio and build automations that interact with your Microsoft Dynamics 365 CRM data. These activities allow you to execute create, read, update, and delete operations on your Microsoft Dynamics 365 CRM objects.

Provider documentation

The UiPath connector is compatible with the Dataverse Web API v9. Learn more at the Microsoft documentation platform.