Microsoft Dynamics CRM Snap Pack

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Overview

Microsoft Dynamics CRM, also known as Microsoft Dynamics 365 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.

Use Snaps in this Snap Pack to:

  • Create a record in MS Dynamics CRM
  • Update an existing record
  • Read a single record or all records from the specified category
  • Delete a record
  • Search through the existing records

Supported Versions

This Snap Pack is tested against:

  • Microsoft Dynamics 365 version 9.0
  • This Snap Pack uses SOAP APIs to connect to Microsoft Dynamics CRM instance and supports both cloud and on-premise versions. 

Snap Pack History

 Click to view/expand
ReleaseSnap Pack VersionDateTypeUpdates
4.26main11181 StableUpgraded with the latest SnapLogic Platform release.
4.25 Patch425patches10880 LatestImproved the Dynamics 365 for Sales Upsert Snap by caching the parameter lookups values.
4.25425patches9813 LatestFixed an issue with Dynamics CRM Search Snap where the Snap returns duplicate records when reading results from multiple pages.
4.25main9554
 
Stable

Upgraded with the latest SnapLogic Platform release.

4.24main8556
StableUpgraded with the latest SnapLogic Platform release.
4.23main7430
 
StableUpgraded with the latest SnapLogic Platform release.
4.22main6403
 
StableUpgraded with the latest SnapLogic Platform release.
4.21snapsmrc542

 

StableUpgraded with the latest SnapLogic Platform release.
4.20snapsmrc535
 
StableUpgraded with the latest SnapLogic Platform release.
4.19 Patch dynamicscrm8531 Latest
  • Fixes the following:

    • Dynamics CRM Upsert Snap to process GUID format.
    • Dynamics CRM Search Snap to parse additional object schema types.
4.19snaprsmrc528
 
StableUpgraded with the latest SnapLogic Platform release.
4.18snapsmrc523
 
StableUpgraded with the latest SnapLogic Platform release.
4.17ALL7402
 
Latest

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

4.17snapsmrc515
 
Latest

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

4.16snapsmrc508
 
StableUpgraded with the latest SnapLogic Platform release.
4.15snapsmrc500
 
StableUpgraded with the latest SnapLogic Platform release.

4.14 Patch 

dynamicscrm5971

 Latest

Fixed an issue with the Upsert Snap wherein duplicate records were being created because the Snap was ignoring certain query fields.

4.14 Patch 

dynamicscrm5857

 Latest

Fixed an issue with Dynamics CRM Create operation for Owner id tags.

4.14 Patch dynamicscrm5753 Latest

Fixed an issue with Owner ID tags request process in the Dynamics CRM Create Snap.

4.14 Patch dynamicscrm5720 Latest

Enhanced the Dynamics CRM Read Snap with the following to optimize Pipeline execution time and data integrity:

  • Reduced cache time for Read suggestions to five minutes.
  • Removed cache for Entity Reads.
4.14snapsmrc490
 
StableUpgraded with the latest SnapLogic Platform release.
4.13

snapsmrc486

 
StableUpgraded with the latest SnapLogic Platform release.
4.12

snapsmrc480

 
StableUpgraded with the latest SnapLogic Platform release.
4.11 Patch dynamicscrm4359 Latest

Added support for Customer data type as an input parameter for the Dynamics CRM Snaps.

4.11 Patch dynamicscrm4286 Latest

Dynamics CRM Upsert - Added support for processing Dynamics CRM data types in the CRM Upsert Snap.

4.11snapsmrc465
 
StableUpgraded with the latest SnapLogic Platform release.
4.10 Patch dynamicscrm4185 

Support for Guid datatype as input parameter: Resolved an issue with Dynamics CRM Snaps that fails when record ID is specified.

4.10snapsmrc414

 


  • Introduced the CRM Upsert Snap in this release.
  • Performance enhancements for Microsoft Dynamics CRM Create.
4.9 Patchdynamicscrm3328

Addressed the issue: Dynamics CRM Create does not support some datatypes

4.9 Patchdynamicscrm3080

Addressed an issue with Dynamics CRM Read and Search Snap not converting OptionSetValues correctly.

4.9snapsmrc405 
  • This Snap Pack introduced in this release with the following Snaps:
    • Create
    • Update
    • Delete
    • Read
    • Search