Dynamics 365 CRM / Create or Update Account

appKey: dynamics365-crm

actionKey: create-or-update-account

Action Inputs

The following parameters are available when configuring this action:

Search by

Required if the account find method is filter. The filter to search by. Accepted values are:

- email

- firstName

- lastName

- fullName

- middleName

- mobilePhone

- businessPhone

string | undefined

accountFilterValue

Search value

Required if the accountFindMethod is filter. The filter value to search by.

string | undefined

accountFindMethod

Account Find Method

The method to use to find the account. Accepted values are: filter | select

('filter' | 'select') | undefined

accountId

Account Id

If using a

filter

find method, the id of the account to update.

string | undefined

address1City

Address 1 City

string | undefined

address1Line1

Address 1 Line 1

string | undefined

address1Line2

Address 1 Line 2

string | undefined

address1PostalCode

Address 1 Postal Code

string | undefined

associateAccountWithContact

Associate Account With Contact

Select to associate the contact with a customer.

If true, will attempt to associate the contact with a customer depending on the customer find method used.

boolean | undefined

contact

Contact

The contact to associate this contact with.

The id of the contact to associate this account with.

string | undefined

contactFilter

Search by

Required if the account find method is filter. The filter to search by. Accepted values are:

- email

- firstName

- lastName

- fullName

- middleName

- mobilePhone

- businessPhone

string | undefined

contactFilterValue

Search value

Required if customerFindMethod is set to filter. The filter value to search by.

string | undefined

contactFindMethod

Contact Find Method

The method to use to find the account. Accepted values are: filter | select

('filter' | 'select') | undefined

description

Description

string | undefined

jobTitle

Job Title

string | undefined

name

Name

string | undefined

numberOfEmployees

Number Of Employees

string | undefined

revenue

Revenue

string | undefined

telephone1

Telephone 1

string | undefined

updateExistingAccount

Update Existing Account

Select to configure how to find and update a contact.

If true, will update the account if found. Requires a find method to be set.

boolean | undefined