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:
accountFilterstring
Required if the account find method is
filter
. The filter to search by. Accepted values are: - firstName
- lastName
- fullName
- middleName
- mobilePhone
- businessPhone
accountFilterValuestring
Required if the
accountFindMethod
is filter
. The filter value to search by.accountFindMethod"filter" | "select"
The method to use to find the account. Accepted values are:
filter | select
accountIdstring
If using a
filterfind method, the id of the account to update.
address1Citystring
address1Line1string
address1Line2string
address1PostalCodestring
associateAccountWithContactboolean
If true, will attempt to associate the contact with a customer depending on the customer find method used.
contactstring
The id of the contact to associate this account with.
contactFilterstring
Required if the account find method is
filter
. The filter to search by. Accepted values are: - firstName
- lastName
- fullName
- middleName
- mobilePhone
- businessPhone
contactFilterValuestring
Required if
customerFindMethod
is set to filter
. The filter value to search by.contactFindMethod"filter" | "select"
The method to use to find the account. Accepted values are:
filter | select
descriptionstring
jobTitlestring
namestring
numberOfEmployeesstring
revenuestring
telephone1string
updateExistingAccountboolean
If true, will update the account if found. Requires a find method to be set.