MS 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 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.

Snap Pack History

 Click to view/expand
ReleaseSnap Pack VersionDateTypeUpdates
4.30 Patch430patches17665 Latest

The Microsoft Dynamics 365 for Sales Read Snap can now read up to five million records without hanging. 

4.30 Patch430patches17054 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 2022main17386 StableThe 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 Patch429patches17123 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.

4.29main15993 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 Patch428patches15219 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.
4.28main14627 StableUpgraded with the latest SnapLogic Platform release.
4.27main12833 StableUpgraded with the latest SnapLogic Platform release.
4.26main11181 StableUpgraded with the latest SnapLogic Platform release.
4.25 Patch425patches10303 LatestFixed 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.
4.25main9554
 
StableUpgraded 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.
4.21 Patch dynamics365forsales8856 Latest

Fixes Pipeline validation error that occurs when writing data from Dynamics 365 for Sales Update Snap to output documents.

4.21snapsmrc542

 

StableUpgraded with the latest SnapLogic Platform release.
4.20snapsmrc535
 
StableUpgraded with the latest SnapLogic Platform release.
4.19 Patchexpensify8335 Latest

Fixed the broken doc link for the Expensify Export Report Snap.

4.19snaprsmrc528
 
StableUpgraded with the latest SnapLogic Platform release.
4.18 Patch dynamics365forsales7957 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 Latest

Added support for lookup type in the input document to be formatted per MS Dynamics 365 for Sales syntax.

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.

4.16 Patch dynamics365forsales7232 Latest

Dynamics 365 for Sales Read Snap now supports custom object types. 

4.16snapsmrc508
 
StableUpgraded with the latest SnapLogic Platform release.
4.15snapsmrc500
 
StableUpgraded with the latest SnapLogic Platform release.
4.14snapsmrc490
 
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