Microsoft Dynamics 365 for Sales Snap Pack
In this article
Overview
Microsoft Dynamics 365 for Sales (also known as Microsoft Dynamics CRM) 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
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.
In this Section
- Configuring Alternate Keys in MS Dynamics 365 For Sales (Power Apps)
- Migrating MS Dynamics CRM Snap Pack Pipelines to MS Dynamics 365 For Sales Snap Pack Pipelines
- Configuring Dynamics 365 for Sales Accounts
- Dynamics 365 for Sales Create
- Dynamics 365 for Sales Delete
- Dynamics 365 for Sales Execute
- Dynamics 365 for Sales Read
- Dynamics 365 for Sales Search
- Dynamics 365 for Sales Update
- Dynamics 365 for Sales Upsert
Snap Pack History
Release | Snap Pack Version | Date | Type | Updates |
---|---|---|---|---|
August 2024 | main27765 | Aug 21, 2024 | Stable | Updated and certified against the current SnapLogic Platform release. |
August 2024 | 437patches27711 | Aug 13, 2024 | Latest | Fixed an issue with the Dynamics 365 for Sales Execute Snap that encountered a |
May 2024 | main26341 | May 8, 2024 | Stable | Updated and certified against the current SnapLogic Platform release. |
February 2024 | main25112 | Feb 14, 2024 | Stable | Updated and certified against the current SnapLogic Platform release. |
November 2023 | main23721 | Feb 8, 2024 | Stable | Updated and certified against the current SnapLogic Platform release. |
August 2023 | main22460 | Aug 16, 2023 | Stable | Updated and certified against the current SnapLogic Platform release. |
May 2023 | 433patches21467 | Jun 14, 2023 | Latest |
|
May 2023 | main21015 | May 10, 2023 | Stable | Upgraded with the latest SnapLogic Platform release. |
February 2023 | 432patches20134 | Mar 16, 2023 | Latest |
|
February 2023 | 432patches19938 | Feb 23, 2023 | 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 | Feb 9, 2023 | 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 | Nov 10, 2022 | Stable | Upgraded with the latest SnapLogic Platform release. |
October 2022 | 430patches18719 | Oct 26, 2022 | 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 | Oct 6, 2022 | Latest |
|
August 2022 | 430patches17665 | Aug 29, 2022 | Latest | The Microsoft Dynamics 365 for Sales Read Snap can now read up to five million records without hanging. |
August 2022 | 430patches17054 | Aug 22, 2022 | 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 | Aug 11, 2022 | 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 | May 14, 2022 | Stable |
|
4.29 | main15993 | May 14, 2022 | Stable |
|
4.28 Patch | 428patches15219 | Mar 23, 2022 | Latest | Updates in the MS Dynamics 365 for Sales Create and MS Dynamics 365 for Sales Upsert Snaps:
|
4.28 | main14627 | Feb 12, 2022 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.27 | main12833 | Nov 13, 2021 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.26 | main11181 | Aug 14, 2021 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.25 Patch | 425patches10303 | Jun 22, 2021 | 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 | May 8, 2021 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.24 | main8556 | Feb 13, 2021 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.23 | main7430 | Nov 14, 2020 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.22 | main6403 | Sep 12, 2020 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.21 Patch | dynamics365forsales8856 | Jun 1, 2020 | Latest | Fixes Pipeline validation error that occurs when writing data from Dynamics 365 for Sales Update Snap to output documents. |
4.21 | snapsmrc542 | May 9, 2020 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.20 | snapsmrc535 | Feb 8, 2020 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.19 Patch | expensify8335 | Dec 2, 2019 | Latest | Fixed the broken doc link for the Expensify Export Report Snap. |
4.19 | snaprsmrc528 | Nov 14, 2019 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.18 Patch | dynamics365forsales7957 | Oct 14, 2019 | Latest |
|
4.18 Patch | dynamics365forsales7952 | Oct 1, 2019 | Latest | Added support for lookup type in the input document to be formatted per MS Dynamics 365 for Sales syntax. |
4.18 | snapsmrc523 | Aug 10, 2019 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.17 | ALL7402 | Jun 11, 2019 | Latest | Pushed automatic rebuild of the latest version of each Snap Pack to SnapLogic UAT and Elastic servers. |
4.17 | snapsmrc515 | Jun 11, 2019 | 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 | May 1, 2019 | Latest | Dynamics 365 for Sales Read Snap now supports custom object types. |
4.16 | snapsmrc508 | Feb 16, 2019 | Stable | Upgraded with the latest SnapLogic Platform release. |
4.15 | snapsmrc500 | Dec 15, 2018 |