Dynamics 365 for Sales Search
In this article
Overview
You can use this Snap to search in MS Dynamics 365 for Sales for an entity set using filter conditions. You can also apply query options to set criteria for the data you want and the entity properties that should be returned.
Snap Type
Dynamics 365 for Sales Search Snap is a Read-type Snap that Search records from Dynamics CRM using Fetch XML query.
Prerequisites
None.
Support for Ultra Pipelines
Works in Ultra Pipelines. However, we recommend that you not use this Snap in an Ultra Pipeline. To know the list of Snaps that work in Ultra and the related caveats, refer to Snap Support for Ultra Pipelines.
Limitations
The following limitations are due to the API limitations from the Microsoft Dynamics 365 for Sales application:
The Snap fails with an error when the number of requests exceeds 6000 within 300 seconds. We recommend that you limit the number of requests you make within 300 seconds (5 minutes). You can gradually increase the requests that reduce the retry-after duration, optimize your throughput, and minimize resource spikes on the server.
The Snap fails with an error when the combined execution time of incoming requests exceeds the limit of 1,200,000 milliseconds within the window of 300 seconds. We recommend that you reduce the number of concurrent requests or reduce the duration of requests and try later.
The Snap fails with an error when the number of concurrent requests exceeds the limit of 52. We recommend that you reduce the number of concurrent requests.
Known Issues
This Snap cannot display more than 5000 results per page. This is due to the limitation in Microsoft Dynamics 365 for Sales, which restricts the number of results retrieved to 5000.
The Object Type suggestions are limited to the Object Types available within Microsoft Dynamics 365 for Sales v8.2 and v9.0. There is no current ability to suggest Custom Object Types.
Snap Views
Type | View | Number of Views | Examples of Upstream and Downstream Snaps | Description |
---|---|---|---|---|
Input | Document | Min: 0 | Mapper Snap | Query parameters for the search to be performed. This can either be entered using the Filter Condition fieldset or using a Mapper Snap upstream. |
Output | Document | Min: 1 | Mapper Snap | A document with the result set that matches the specified search criteria. |
Error | Error handling is a generic way to handle errors without losing data or failing the Snap execution. You can handle the errors that the Snap might encounter while running the Pipeline by choosing one of the following options from the When errors occur list under the Views tab. The available options are:
Learn more about Error handling in Pipelines. |
Snap Settings
Asterisk (*): Indicates a mandatory field.
Suggestion icon (): Indicates a list that is dynamically populated based on the configuration.
Expression icon (