MS Dynamics 365 CRM - Sales Automation

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1

I am new to UiPath and need help in automating Dynamics sales CRM using UiPath. Please guide me with the process. Installation of UiPath studio, connection with orchestrator is already done. What is the first step of automating Dynamics Sales app.
Scenario which I need to cover is login into dynamics CRM and creating an account record and a contact record.

2

@Meeta_Malhotra,

UiPath provides Integration Services Connector for MS Dynamics 365 CRM.
Follow this document on how to configure it.

You have these prebuild activities for interaction.

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Thanks,
Ashok :slight_smile:

3

Thanks Ashok for your response. I was checking and found that to use integration service connector we need API Key and Developer key for which we need to login into Act! 365 which is primarily be used to interact with CRM apps.
Now that Act! 365 is given for trial version for 14 days and after that we need to buy ?

So do we need to buy then we can use whenever required because trail version is valid for only 14 days.

4

@Meeta_Malhotra,

Sorry but I’m not sure about this. Get it confirmed with Support team.

Thanks,
Ashok :slight_smile: