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.
The Microsoft Dynamics 365 activities have a dependency on the Common Data Service. Because of this dependency, the activities primarily support Customer Engagement solutions.
Currently, Microsoft Dynamics for Finance & Operations is not supported.
Microsoft Dynamics 365 アクティビティを使用すると、Dynamics 365 アプリケーションの操作を自動化できます。このアクティビティ パッケージでは Common Data Service および Dynamics 365 Customer Engagement の Web API (本ガイドでは総称して「Web API」と呼びます) を使用して、関数やアクションの実行、添付ファイルのアップロードやダウンロード、およびレコードの管理 (取得、更新、挿入、削除) を UiPath のロボットが行うことができます。
If you're ready to start using the Microsoft Dynamics 365 activities, see the Get Started section below. To learn more about the package, keep reading to see How it works and the Technical References.
To enable the outbound automation between UiPath and Microsoft Dynamics 365, the activities establish an authenticated connection to a Microsoft Dynamics 365 registered application using the Microsoft Dynamics Application Scope activity.
After the connection is established, the other Microsoft Dynamics 365 activities send requests to the applicable Web API operation using the parameters you enter in the activities' input properties (via the properties panel and/or Object Wizard. If the requests are successful, the activities return the response values to the output property variables.
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Before the scope activity can be used to establish a connection, you must complete the steps outlined in the Setup guide. After you complete the Setup steps, you can begin building your automation projects
The Technical References page includes a complete list of and the links to the Web API operations used by each activity.
You don't need to be familiar with the Web API operations to use the activities; the references are for informational purposes only.
Before you build your first project, complete the steps in the Setup guide.
To learn more about the Microsoft Dynamics 365 activities (including example property inputs/outputs), see the Activities page for a complete activity list and links to the activity detail pages.
約 1 か月前に更新