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Latest revision as of 22:04, 21 February 2020

• 5.19 • 5.3 • 5.8

Microsoft Dynamics Update Object

Microsoft Dynamics Update Object workflow block


The Microsoft Dynamics Update Object workflow block is used for making changes to a specified object in the Dynamics 365 database. You may find it useful to pair this block with the Microsoft Dynamics Search Object block; if you search the Dynamics 365 CRM database for an object and want to edit it, you can opt to update that object.

Properties

Microsoft Dynamics Update Object properties


Title text

The name of the instance of the block (any name).

Object type

The type of object you want to create in the Dynamics 365 database. You may enter a custom object type or select from the drop-down menu one of the following types:

  • Account
  • Case
  • Contact
  • Contract
  • Invoice
  • Lead
  • Opportunity
  • Order
  • Quote

Object identifier

The object ID is the name of the variable that will be used to identify the Dynamics 365 object to be updated. The variable name of the object ID will be set only if the block succeeds.

Set fields

This setting is reserved.

Raw JSON

Where object properties are specified in JSON format.

Conditional Exits

If the create operation has failed, the block will take the Failed or No Data exit.

Failed

This exit is taken if the search operation failed due to invalid parameters, timeout, or network connectivity to the Dynamics 365 CRM.

No Data

This exit is taken if no data matching the specified search criteria is found.


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