Update Record
Use the Update Record action to update a Dynamics 365 CRM entity.
Complete the following steps to use the Update Record action in your workflow:
1. Drag the Update Record action under Dynamics 365 CRM to the canvas, place the pointer on the action, and then click or double-click the action. The Update Record window opens.
2. Edit the Label, if needed. By default, the label name is the same as the action name.
3. To add a Dynamics 365 CRM connector type, refer to Supported Dynamics 365 CRM Connector Types.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
4. Click TEST to validate the connector.
5. Click MAP CONNECTOR to execute the action using a connector that is different from the one that you are using to populate the input fields. In the Runtime Connector field, provide a valid Dynamics 365 CRM connector name. For more information about MAP CONNECTOR, see Using Map Connector.
6. In the Entity Set list, select an entity set. You can customize the entity set. For more information, see Customizing the Dynamics 365 Connector.
After you select an entity set, fields for properties and supported navigation properties are displayed, and dynamically change based on the entity set that you select.
7. Select Form to provide inputs for individual properties and supported navigation properties listed in the form, or select Assign JSON to specify a single JSON with all properties and supported navigation properties.
If the type of navigation property is an entity type, provide a single identifier. If the type of navigation property is a collection of an entity type, provide a comma-separated list of identifiers.
If you do not want to change the value for an enum field, select Unchanged. Select Null to pass a null value to an enum field.
Type null to pass a null value to a string field or an integer/number field.
Type <EMPTY> to pass "" (empty string) to a string field. However, as per current Dynamics 365 CRM behavior, "" sets the value to null.
8. Click Done.
Output schema
The output schema for the Update Record action returns a message string.
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