Dynamics 365 CRMDynamics 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: 
- email
- 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 
filter
find method, the id of the account to update.
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: 
- email
- 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
jobTitlestring
namestring
revenuestring
updateExistingAccountboolean
If true, will update the account if found. Requires a find method to be set.