Microsoft Dynamics CRM, also known as Microsoft Dynamics 365 for Sales, is a data-driven business solutionsolution 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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Snap Pack History
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MS Dynamics 365 for Sales_SPH
Release
Snap Pack Version
Date
Type
Updates
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.
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.
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.