MS Dynamics 365 tab

This section gives full information about the activities on the Microsoft Dynamics 365 tab.

Good to Know

  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Activities in Process Builder

You can use out-of-the-box activities for Dynamics 365 to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.

Figure: Process Activities for MS Dynamics 365

Process Activities for Dynamics CRM

The following activities are available for MS Dynamics 365:

  • Add Attachment
  • Add Note
  • Change Ownership
  • Convert Lead
  • Converter
  • Create Association
  • Create Connection
  • Create Record
  • Create Multiple Records
  • Delete Attachment
  • Delete Record
  • Delete Multiple Records
  • Query Records
  • Send E-mail
  • Set Status
  • Set Status Multiple Records
  • Update Record
  • Update Multiple Records
  • Upsert Record

For more information, refer to the process activities for MS Dynamics 365 in Process Builder.