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Microsoft Dynamics CRM Connector Update

Introduction

A Microsoft Dynamics CRM Update activity, using its Microsoft Dynamics CRM endpoint, updates an object record in Microsoft Dynamics CRM, and is intended to be used as a target to consume data in an operation.

Creating a Microsoft Dynamics CRM Update Activity

An instance of a Microsoft Dynamics CRM Update activity is created from a Microsoft Dynamics CRM endpoint using its Update activity type.

To create an instance of an activity, follow one of these options:

  • Navigate to File > New > Connectors > New MS CRM Update.
  • In the tree on the left under Connectors, expand Microsoft Dynamics CRM, then right-click on MS CRM Updates and select New MS CRM Update.
  • In the top toolbar, click the connectors icon. In the dialog, select Microsoft Dynamics CRM, then select MS CRM Update.

Configuring a Microsoft Dynamics CRM Update Activity

Follow these steps to configure a Microsoft Dynamics CRM Update activity:

Step 1: Select or Create an Endpoint

In this step, select or create an endpoint from the Available MS CRM Endpoints dropdown:

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  • Name: After selecting an existing endpoint, you can change the name of the endpoint here.
  • Connection Parameters: After selecting an existing endpoint, its connection parameters are displayed and you can change these parameters here. For more information on each connection parameter, see Microsoft Dynamics CRM Connector Endpoint.
  • Next: Click to navigate to the next screen.
  • Cancel: Click to close the activity configuration without saving.

Step 2: Select an Object

In this step, select the object containing the record to be updated:

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  • Filter: Enter any part of the object name into the search box to filter the list of objects. The search is not case-sensitive. If objects are already displayed within the table, the table results are filtered in real time with each keystroke. To reload objects from the endpoint when searching, enter search criteria and then refresh, as described below.
  • Show: Select one of Logical Name or Display Name to change the display of the object names.
  • Selecting an Object: Within the table, click anywhere on a row to select an object. Only one object can be selected. The selected object is highlighted in blue.
  • Refresh: Click to reload objects from the Microsoft Dynamics CRM endpoint. This may be useful if objects have been added to Microsoft Dynamics CRM. This action refreshes all metadata used to build the table of objects displayed in the configuration.
  • Back: Click to return to the previous step.
  • Finish: Click to review the data structures and to complete the activity configuration.
  • Cancel: Click to close the activity configuration without saving.

Step 3: Review the Data Structure

Any request or response structure generated from the endpoint are displayed. Each user interface element of this step is described below.

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  • Name: Enter a name to identify the activity. The name must be unique for each Microsoft Dynamics CRM Update activity.
  • Endpoint: Select or create a new endpoint to be used for the Update activity.
  • Edit: Click to edit the selected Microsoft Dynamics CRM Connector Endpoint.
  • Type: The activity type is displayed here.
  • Object: The previously selected object from Step 2: Select an Object is displayed here.

  • Use in an Integration: Select one of Create Operation, Create Request, or Create Response.

    • Create Operation: Click to create an operation using the configured Update activity.

    • Create Request: Click to navigate to the Transformation Wizard screen, where you can configure a request transformation for the configured Update activity.

      For the account object, support for updating an account's owner to a team owner is available with version 1.0.4.0 of the Microsoft Dynamics 365 Cloud connector installer. To provide data for a team owner, provide data for the ownerid field in the format of team_{GUID}.

    • Create Response: Click to navigate to the Transformation Wizard screen, where you can configure a response transformation for the configured Update activity.

Next Steps

For information on using configured activities in an operation, see these resources: