- Created by Rakesh Chaudhary, last modified by Cindy Hall on Aug 30, 2022
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In this article
Overview
Microsoft Dynamics CRM, also known as Microsoft Dynamics 365 for Sales, is a data-driven business 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
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.
In this Section
Snap Pack History
Release | Snap Pack Version | Date | Type | Updates |
---|---|---|---|---|
4.30 Patch | 430patches17665 | Latest | The Microsoft Dynamics 365 for Sales Read Snap can now read up to five million records without stopping. | |
4.30 Patch | 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 |
| |
4.29 | main15993 | Stable |
| |
4.28 Patch | 428patches15219 | Latest | Updates in the MS Dynamics 365 for Sales Create and MS Dynamics 365 for Sales Upsert Snaps:
| |
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 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 |
| |
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 |
|
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