Contents
- Workflow Builder Reference Guide Introduction
- Purpose
- AudienceWorkflow Builder Application
- Workflow Builder OverviewWorkflow-Building Exercises
- How to Solicit Post-Transactional Surveys via EmailWorkflow Blocks
- Assign Case to Agent
- Bright Pattern Create Object
- Bright Pattern Delete Object
- Bright Pattern Search Object
- Bright Pattern Update Object
- Comment
- DB Execute
- Exception Handler
- Exit
- Fetch URL
- Get Next Record
- Get User Configuration
- Goto
- If
- Internal Message
- Log
- Microsoft Dynamics Create Object
- Microsoft Dynamics Delete Object
- Microsoft Dynamics Search Object
- Microsoft Dynamics Select Account
- Microsoft Dynamics Update Object
- RightNow Create Object
- RightNow Search
- RightNow Select Account
- RightNow Update Object
- Salesforce.com Delete
- Salesforce.com Insert
- Salesforce.com Search
- Salesforce.com Select Account
- Salesforce.com Update
- Send Message+
- ServiceNow Create Object
- ServiceNow Search
- ServiceNow Select Account
- ServiceNow Update Object
- Set Variable
- Start Another Workflow
- Transfer Case to Service
- Wait
- Wait+
- Zapier Invoke Zap
- Zapier Select Account
- Zendesk API Request
- Zendesk Create Object
- Zendesk Search
- Zendesk Select Account
- Zendesk Update ObjectReference
- Standard Fields for CRM Objects
- Variables
- String Expressions
- Integer Expressions
- Floating Point Expressions
- Built-In Functions
Microsoft Dynamics Select Account
Your contact center configuration may contain multiple Microsoft Dynamics 365 integration accounts for access to different Dynamics 365 apps. Use the Microsoft Dynamics Select Account block to specify the integration account that will be used by subsequent Microsoft Dynamics blocks in the given workflow.
If this block is not used, all Microsoft Dynamics blocks in the given workflow will use access data from the integration account marked as Default account. For more information, see the Contact Center Administrator Guide, section Microsoft Dynamics 365 Integration.
Properties
Title text
The name of the instance of the block.
Enter a name in the text field and click the Update button at the bottom of the Edit pane. The new name of the block appears in the flowchart.
Account
The name of the Microsoft Dynamics Select Account integration account that will be used for access to Dynamics 365 data by subsequent Microsoft Dynamics blocks in the given workflow.