Microsoft Dynamics 365 for Sales Snap Pack

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

  • 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.


Snap Pack History

Release

Snap Pack Version

Date

Type

Updates

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

  • 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

May 10, 2023

Stable

Upgraded with the latest SnapLogic Platform release.

February 2023

432patches20134

Mar 16, 2023 

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.

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

  • 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.

  • Enhanced the Dynamics 365 For Sales Update and Dynamics 365 For Sales Upsert Snaps with Alternate Keys fieldset that enables you to refer to entities by unique or nonunique combinations of columns.

4.29

main15993

May 14, 2022 

Stable

  • MS Dynamics 365 For Sales Snaps now supports on-premise installations of MS Dynamics 365.

  • Added a new account type Dynamics 365 NTLM Account that enables to connect to MS Dynamics 365 Snaps through NTLM authentication.

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:

  • Improved performance by streamlining the process of creating new entities.

  • Fixed an issue where the Content-Length header was incorrectly set when Unicode characters were present in the request.

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

  • Fixed a NullPointerException issue with the Dynamics 365 for Sales Delete Snap wherein the Object ID is invalid.

  • Fixed a concurrency issue with multiple Dynamics 365 for Sales Snaps when running in parallel.

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 

Stable

Upgraded with the latest SnapLogic Platform release.

4.14

snapsmrc490

Aug 11, 2018 

Stable

  • New Snap Pack: MS Dynamics 365 for Sales Snap Pack introduced in this release with the following Snaps:

    • Create

    • Delete

    • Execute

    • Read

    • Search

    • Update

    • Upsert