Dynamics 365 CRM / Create or Update Opportunity
appKey:
dynamics365-crm
actionKey:
create-or-update-opportunity
Action Inputs
The following parameters are available when configuring this action:
accountstring
The id of the account to associate this contact with.
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
customerFindMethod
is set to filter
. The filter value to search by.accountFindMethod"filter" | "select"
The method to use to find the account. Accepted values are:
filter | select
If true, will attempt to associate the contact with a customer depending on the customer find method used.
budgetAmountstring
customerNeedstring
estimatedValuestring
namestring
opportnityFilterValuestring
Required if the
contactFindMethod
is filter
. The filter value to search by.opportunityFilterstring
Required if the contact find method is
filter
. The filter to search by. Accepted values are: - firstName
- lastName
- fullName
- middleName
- mobilePhone
- businessPhone
opportunityFindMethod"filter" | "select"
The method to use to find the contact. Accepted values are:
filter | select
opportunityIdstring
If using a
filterfind method, the id of the contact to update.
updateExistingOpportunityboolean
If true, will update the contact if found. Requires a find method to be set.