Use the MSDynamics CRM Update activity to update entities
such as Account, Contact, Lead, Opportunity, Product, Quote, Invoice,
Order, Records, and so on in the MSDynamics CRM server.
About this task
Use this task to updates entities in the MSDynamics CRM server.
The call to this activity is a synchronous call where the input data
is sent to the activity for processing and the response is sent back
to the orchestration.
To configure the MSDynamics CRM Update
activity, complete the following steps:
Procedure
- In an active orchestration, open the Activities tab and expand the MSDynamics CRM folder
contents.
- Drag the Update activity icon onto
the orchestration. The MSDynamics CRM Update Checklist is displayed.
- In the Checklist, click Summary.
- Review the contents of the Activity Name field, and make the required changes.
- In the Checklist, click Pick Endpoint.
- Click Browse and use the Project Explorer dialog box to select the relevant MSDynamics
CRM endpoint.
- Optional: You can create the endpoint by clicking New and specifying the required connection details. Click OK to save and use the endpoint for this configuration.
- To make required changes to the selected endpoint configuration,
click Edit to access the options in a separate
window. Any changes you make globally affects all uses of the endpoint
in active orchestrations.
- In the Checklist, click Configure.
- Click Browse to select the entity
type. The Browse MSDynamics CRM entities window
is displayed.
- In Browse MSDynamics CRM entities window, you can either filter the entity type by searching for the
entity, or select the entity type from the entity type list. Click Finish.
- In the Checklist, click Retry. Review the default settings and make the required
changes. For more information, see Specifying retry parameters for MSDynamics CRM activities.
- Select the Map Inputs in the Checklist. The XML Schemas generated from the selected
object of the Update Objects activity are displayed
as nodes under the request input parameter in the To Activity panel.
- Create a map between the orchestration variables and the
input parameter of the activity.
Note: Values must be
provided at run time for any mandatory elements of the input structure.
A value can be provided by specifying a default value for element
or by linking the element with an input node. During run time if no
value is provided for a mandatory element, the activity throws an
exception, which is reported by the Web Management Console. If a value
is not provided at run time for an optional input parameter, no exception
is thrown during run time.
- Select the Map Outputs in the Checklist. The XML Schema generated to hold the response
of the activity is displayed as nodes under the response output parameter
in the From Activity panel.
- Create a map between the output parameters and orchestration
variables.
Results
You have configured the MSDynamics CRM Update activity.