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In this article

Table of Contents

Overview

Microsoft Dynamics CRM, also known as Microsoft Dynamics 365 for Sales, is a data-driven business solution solution that enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster.

This Snap Pack uses REST APIs to:

  • Create a record

    in MS Dynamics CRM

  • Delete a record

  • Execute REST API calls

  • Read a single record or all records from the specified category

  • Search through the existing records

  • Update an existing record

  • Upsert data into a table

  • To connect to MS Dynamics 365 for Sales.

Supported Versions

 This Snap Pack is tested against:

  • Microsoft Dynamics version 9.0 and supports only the cloud version

    .
  • Uses Web APIs (REST) to connect to MS Dynamics 365 for Sales.
  • Supports only OAuth2 accounts for MS Dynamics 365 for Sales

    .

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In this Section

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Snap Pack History

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nameMS Dynamics 365 for Sales_SPH

Release

Snap Pack Version

Date

Type

Updates

4.29main15993 Stable
  • MS Dynamics 365 For Sales Snaps now supports on-premise installations of MS Dynamics 365.

  • Added a new account type Dynamics 365 NTLM Account that enables to connect to MS Dynamics 365 Snaps through NTLM authentication.

  • Updates in the MS Dynamics 365 for Sales Create and MS Dynamics 365 for Sales Upsert Snaps:

  • Improved performance by streamlining the process of creating new entities.

  • Fixed an issue where the Content-Length header was incorrectly set when Unicode characters were present in the request

    May 2024

    main26341

    Stable

    Updated and certified against the current SnapLogic Platform release.

    February 2024

    main25112

    Stable

    Updated and certified against the current SnapLogic Platform release.

    November 2023

    main23721

    Stable

    Updated and certified against the current SnapLogic Platform release.

    August 2023

    main22460

    Stable

    Updated and certified against the current SnapLogic Platform release.

    May 2023

    433patches21467

    Latest

    • The Dynamics365 for Sales Update Snap performs the update operation as expected when the Batch size is more than 1, and the Snap does not fail when the batch size is 1.

    • The Dynamics 365 for Sales Snaps include a new Enable continue on error checkbox to allow the Snap to continue executing the remaining batch requests even if the previous request fails.

    May 2023

    main21015

    Stable

    Upgraded with the latest SnapLogic Platform release.

    February 2023

    432patches20134

     

    Latest

    • The Dynamics 365 for Sales Upsert Snap works as expected and processes all the documents without getting stuck after fixing the stalled thread issue.

    • The Dynamics 365 for Sales Delete Snap that earlier displayed an Index Out of Bounds error when the Batch size was more than 1, deletes the records without displaying any error.

    February 2023

    432patches19938

     

    Latest

    The Dynamics 365 for Sales Upsert and Dynamics 365 for Sales Update Snaps work as expected without an error when you assign a null value for the lookup field.

    February 2023

    main19844

     

    Stable

    Added a Retry Policy to the Microsoft Dynamics 365 for Sales Snaps. This feature enables the Snaps to automatically retry when encountering the 429 error.

    November 2022

    main18944

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    October 2022

    430patches18719

     

    Latest

    The Dynamics 365 for Sales Create, Dynamics 365 for Sales Update, Dynamics 365 for Sales Upsert, and Dynamics 365 for Sales Delete Snaps now do not fail with the lineage issue for Ultra Pipelines.

    September 2022

    430patches18305

     

    Latest

    August 2022

    430patches17665

     

    Latest

    The Microsoft Dynamics 365 for Sales Read Snap can now read up to five million records without hanging. 

    August 2022

    430patches17054

     

    Latest

    The Dynamic 365 for Sales Update and Dynamic 365 for Sales Upsert Snaps now support expressions for the Key Columns field when you pass the alternate keys from Pipeline parameters and upstream Snaps.

    August 2022

    main17386

     

    Stable

    The Alternate Keys fieldset in the Dynamics 365 For Sales Update and Dynamics 365 For Sales Upsert Snaps now enable you to refer to entities by unique or nonunique combinations of columns.

    4.29 Patch

    429patches17123

     

    Stable

    • Dynamics 365 OAuth2 Account For Online now supports on-premise usage that allows you to access the latest version of the APIs supported in the MS Dynamics 365 suite.

    • Fixed an issue with Dynamics 365 For Sales Read Snap where the Snap displayed a Null Pointer error instead of the actual 429 HTTP status code - Too Many Requests error from the endpoint, and the Pipeline failed. Now Snap does not display a Null Pointer error if the Snap encountered a 429 error and the pipeline goes to the completed state.

    • Fixed an issue with Dynamics 365 For Sales Upsert Snap where the Snap displayed a different error message in the error view when the batch size is greater than 1.

    • Fixed an issue with Dynamics 365 For Sales Update and Dynamics 365 For Sales Upsert Snaps where the Snaps wrote to both output view and error view when the update fails and batch size is equal to 1. Now, the Snap writes only to the error when the update fails.

    • Fixed an issue with Dynamics 365 For Sales Update and Dynamics 365 For Sales Upsert Snaps where the Snaps did not write to the output view when the response is null. Now the Snaps correctly write to the output view when the response is null.

    • Enhanced the Dynamics 365 For Sales Update and Dynamics 365 For Sales Upsert Snaps with Alternate Keys fieldset that enables you to refer to entities by unique or nonunique combinations of columns.

    4.29

    main15993

     

    Stable

    • MS Dynamics 365 For Sales Snaps now supports on-premise installations of MS Dynamics 365.

    • Added a new account type Dynamics 365 NTLM Account that enables to connect to MS Dynamics 365 Snaps through NTLM authentication.

    4.28 Patch

    428patches15219

     

    Latest

    Updates in the MS Dynamics 365 for Sales Create and MS Dynamics 365 for Sales Upsert Snaps:

    • Improved performance by streamlining the process of creating new entities.

    • Fixed an issue where the Content-Length header was incorrectly set when Unicode characters were present in the request.

    4.28

    main14627

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.27

    main12833

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.26

    main11181

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.25 Patch

    425patches10303

     

    Latest

    Fixed an error in Dynamics 365 for Sales Create

    Snap where

    Snap where the Snap does not send the original documents to the error view in the output when the batch size property is set to greater than 1.

    4.25

    main9554

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.24

    main8556

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.23

    main7430

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.22

    main6403

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.21 Patch 

    dynamics365forsales8856

     

    Latest

    Fixes Pipeline validation error that occurs when writing data from Dynamics 365 for Sales Update Snap to output documents.

    4.21

    snapsmrc542

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.20

    snapsmrc535

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.19 Patch

    expensify8335

     

    Latest

    Fixed the broken doc link for the Expensify Export Report Snap.

    4.19

    snaprsmrc528

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.18 Patch 

    dynamics365forsales7957

     

    Latest

    • Fixed a NullPointerException issue with the Dynamics 365 for Sales

    Delete Snap
    • Delete Snap wherein the Object ID is invalid.

    • Fixed a concurrency issue with multiple

    Dynamics
    • Dynamics 365 for Sales Snaps when running in parallel.

    4.18 Patch 

    dynamics365forsales7952

     

    Latest

    Added support for lookup type in the input document to be formatted per MS Dynamics 365 for Sales syntax.

    4.18

    snapsmrc523

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.17

    ALL7402

     

    Latest

    Pushed automatic rebuild of the latest version of each Snap Pack to SnapLogic UAT and Elastic servers.

    4.17

    snapsmrc515

     

    Latest

    Added the Snap Execution field to all Standard-mode Snaps. In some Snaps, this field replaces the existing Execute during preview check box.

    4.16 Patch

     

    dynamics365forsales7232

     

    Latest

    Dynamics 365 for Sales Read Snap now supports custom object types. 

    4.16

    snapsmrc508

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.15

    snapsmrc500

     

    Stable

    Upgraded with the latest SnapLogic Platform release.

    4.14

    snapsmrc490

     

    Stable

    • New Snap Pack: MS Dynamics 365 for Sales Snap Pack introduced in this release with the following Snaps:

      • Create

      • Delete

      • Execute

      • Read

      • Search

      • Update

      • Upsert