- Overview
- Adobe Sign
- Alteryx
- Amazon Comprehend
- Amazon Connect
- Amazon Rekognition
- Amazon Textract
- Box
- Release notes
- About the Box activity package
- Fix XAML After Package Update
- Project compatibility
- Setup
- Technical references
- Box Scope
- Commit Session
- Create File Version Session
- Create Upload Session
- Upload Part
- Delete Old Version
- Get Versions
- Promote Version
- Upload File Version
- Copy File
- Delete File
- Download File
- Get File Comments
- Get File Info
- Get File Info Details
- Get File Lock Info
- Lock File
- Move File
- Unlock File
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Get Folder Info
- Get Folder Items
- Rename Folder
- Search For Content
- Execute Method
- Cognitive
- DocuSign
- Release notes
- About the DocuSign activity package
- Project compatibility
- Setup
- DocuSign Scope
- Invoke DocuSign Operation
- Create Envelope
- Create Envelope And Send
- Create Envelope From Template
- Create Envelope Recipients
- Get Document
- Get Documents
- Get Envelope
- Get Form Data
- Send Envelope
- Update Envelope
- List Attachments
- List Custom Fields
- List Documents
- List Envelope Status Changes
- List Recipients
- Create Bulk Send List
- Create Bulk Send Request
- Get Bulk Send List
- Get Bulk Send Lists
- Create Template Custom Fields
- Create Template Recipients
- Get Template
- List Templates
- Google Vision
- Jira
- Release notes
- About the Jira activity package
- Project compatibility
- Setup
- Jira Scope
- Execute Method
- Add Attachment
- Delete Attachment
- Download Attachment
- Get Attachments
- Add Comment
- Delete Comment
- Get Comments
- Create Component
- Delete Component
- Get Components
- Search Dashboards
- Create Filter
- Get Filters
- Create Issue Link
- Delete Issue Link
- Get Issue Link Types
- Get Issue Links
- Add Watcher
- Assign Issue
- Clone Issue
- Create Issue
- Delete Issue
- Get Issue
- Get Watchers
- Remove Watcher
- Search Issues Using JQL
- Transition Issue
- Update Issue
- Create Project
- Delete Project
- Get Project Types
- Get Projects
- Update Project
- Get Transitions
- Create User
- Delete User
- Find Users
- Marketo
- Microsoft Dynamics
- Microsoft Dynamics Finance and Operations
- Microsoft Translator
- Microsoft Vision
- Oracle Integration Cloud
- Oracle NetSuite
- Salesforce
- Release notes
- About the Salesforce activity package
- Project compatibility
- Setup
- Quickstart
- Salesforce Application Scope
- Create Bulk API Job
- Get Bulk API Job
- Get Bulk API Job Results
- Start or Abort Bulk API Job
- Assign File
- Download File
- Upload File
- Composite Request
- Delete Record
- Get List View Records
- Get Record
- Insert Record
- Update Record
- Upsert Record
- Execute Report
- Execute SOQL
- Format Column Names
- Format Labels And Values
- Lightning REST API Request
- Search
- SAP BAPI
- ServiceNow
- Slack
- Smartsheet
- Release notes
- About the Smartsheet activity package
- Project compatibility
- Setup
- Technical references
- Quickstart: Working With Rows
- Smartsheet Application Scope
- Attach File
- Attach URL
- Delete Attachment
- Get Attachment
- List Attachments
- Add Comment
- Delete Comment
- Get Comment
- List Discussions
- Copy Folder
- Create Folder
- Delete Folder
- Get Folder
- List Folders
- Add Group Members
- Get Group
- List Groups
- Remove Group Member
- Get Report
- List Reports
- Add Rows
- Copy Rows
- Create Discussion on Row
- Delete Rows
- Get Row
- List Rows
- Move Rows
- Update Rows
- Copy Sheet
- Create Sheet
- Create Sheet From Template
- Download Sheet
- Get Sheet
- List Sheets
- Update Sheet
- Add User
- Get User
- List Users
- Remove User
- Copy Workspace
- Create Workspace
- List Workspaces
- Import Sheet From CSV / XLSX
- Invoke Smartsheet Operation
- Search Activity
- Send Via Email
- Share Object
- SuccessFactors
- Tableau
- Twilio
- Workato
- Workday
Microsoft Dynamics Application Scope
UiPath.MicrosoftDynamics.Activities.MicrosoftDynamicsScopeActivity
The Dynamics 365 activities use the OAuth with Common Data Service protocol to establish an authenticated connection between UiPath and your Dynamics 365 application. This connection authorizes a Robot to call the Web APIs and access resources on your behalf.
To enable authentication, you use the Azure Active Directory (AAD) to register your Dynamics 365 application in your account tenant. Registering your application generates an Application (client) ID that's used along with other identifiers to establish authenticated access to your instance. For more information and before you build your first automation project, see the Setup guide.
After completing your application registration, you select the type of authentication that you want to use (AuthenticationType) and enter your Application (client) ID (ClientId), Dynamics 365 application endpoint (EndpointUrl), Directory (tenant) ID (TenantId), and depending on the authentication type that you select, your client secret (ClientSecret).
The following steps and message sequence diagram is an example of how the activity works from design time (i.e., the activity dependencies and input/output properties) to run time.
- Complete the Setup steps.
-
Add a activity if your AuthenticationType is ClientCredentials, otherwise this is N/A.
- For more information, see Credential Management in this guide.
- Add the Microsoft Dynamics Application Scope activity to your project.
- Enter values for the Connection input properties.
-
Create and enter a
MicrosoftDynamicsConnection
variable for Output poperty.-
You can use this variable in subsequent uses of the Microsoft Dynamics Application Scope activity.
-
To build your project and enable the Object Wizard in other activities, you must use the Connection Wizard by clicking the Configure button.
To learn more about the Connection Wizard, see the Business Activity Frameworks page.
Common
- DisplayName - The display name of the activity. This field supports only
Strings
orString
variables.
Connection
-
AuthenticationType - The type of authentication that you want to use to connect to your Dynamics 365 application. Select an item from the drop-down list. There are two options:
- PasswordCredentials - If selected, authentication is done via a user prompt (according to the option that you select in the Prompt property) to enter the password to their Dynamics 365 account. This option is for attended automation only.
- ClientCredentials - If selected, authentication is done via a ClientSecret. This option is for both attended and unattended automation. For more information about client credentials, see Use Client Secrets & Certificates in the Microsoft documentation.
-
ClientId - The auto-generated, Application (client) ID assigned to your registered application. This field supports only
String
variables.- The ClientId gets generated when you register your application using the Azure Active Directory (AAD). For more information, see the Register your application section of the Setup guide.
- If your AuthenticationType value is ClientCredentials, the ClientId is associated with the ClientSecret. Becuase of this relationship, it's recommended that you create a
String
variable for this property by following the Create Credential Asset section of the Setup guide. - To create and enter your
String
variable for this property, use a activity to output your Credential Asset (see example below).
-
ClientSecret - The password (associated with the Username) to your ServiceNow instance. Enter a
SecureString
variable.- The ClientSecret can be generated when you register your application using the Azure Active Directory (AAD). For more information, see the Create client secret section of the Setup guide.
- To create a
SecureString
variable, see the Create Credential Asset section of the Setup guide. - To enter your
SecureString
variable, use a activity that outputs your Credential Asset (see example below).
- EndpointUrl - The URL of the CRM instance that you want to connect to. This field supports only
Strings
orString
variables. -
Prompt - Specifies the password prompt behavior for the PasswordCredentials authentication. Select an item from the drop-down list. There are three options:
- Auto - The prompt only appears when credentials are necessary.
- SelectAccount - The prompt requires a user to select an account and then enter their credentials (used when there are multiple accounts).
- Always - The prompt appears each time the activity is run (even when there is a token in the cache).
- TenantId - The Directory (tenant) ID assigned to your Azure Active Directory (ADD) tenant. This field supports only
Strings
orString
variables.
Existing Connection
-
ExistingMicrosoftDynamicsConnection - A connection record from a parent Microsoft Dynamics Application Scope activity that you can use instead of establishing a new connection. Enter a
MicrosoftDynamicsConnection
variable.- The
MicrosoftDynamicsConnection
variable must be from a previously run Microsoft Dynamics Application Scope activity (parent) that still has an active connection. - If you're unable to establish a connection using this property, try re-running your parent Microsoft Dynamics Application Scope activity.
- The
Misc
- Private - If selected, the values of variables and arguments are no longer logged at Verbose level.
Options
- ReportApiErrorAsException - When selected, API error responses are reported in BusinessActivityExecutionException by all child activities that use this application scope. When cleared, the child activity populates the API error message in the ResponseStatus output property and workflow execution continues. Check the ResponseStatus property to confirm successful execution.
Output
-
MicrosoftDynamicsConnection - A record of your established connection that you can use in other Microsoft Dynamics Application Scope activities that are included in this scope activity. Enter a
MicrosoftDynamicsConnection
variable. You can pass this variable to a scope activity in a workflow that is from within the parent scope activity.- For example, you may have 3 workflows. The first includes the parent scope activity that establishes the connection to your registered application (i.e., parent workflow). The second workflow creates a new contact record and the third creates a new account record; both are included in the parent scope activity.
-
When the workflows run, the parent scope activity passes the
MicrosoftDynamicsConnection
variable to the ExistingMicrosoftDynamicsConnection property in the second and third workflows (see image below).