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.

On the Authentication page, you are prompted to provide your Microsoft Dynamics 365 CRM Tenant URL (For example - sample083151e4.api.crm10.dynamics.com) to authenticate and create the connection. In order to find your Tenant URL you must contact your Microsoft Dynamics administrator.

Permissions

Any mistake in the Tenant URL will not allow the user to authenticate and create a connection.

For more information on Microsoft Dynamics 365, refer to Microsoft Dynamics 365 documentation

Events

UiPath supports events via polling for Microsoft Dynamics 365 CRM.