Dynamics 365 CRMDynamics 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:
account
Account
The account to associate this contact with.
The id of the account to associate this contact with.
string | undefined
accountFilter
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 customerFindMethod is set to 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
associateAccountWithOpportunity
Associate Account With Opportunity
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
budgetAmount
Budget Amount
string | undefined
customerNeed
Customer Need
string | undefined
estimatedValue
Estimated Value
string | undefined
name
Name
string | undefined
opportnityFilterValue
Search value
Required if the contactFindMethod is filter. The filter value to search by.
string | undefined
opportunityFilter
Search by
Required if the contact find method is filter. The filter to search by. Accepted values are: 
- email
- firstName
- lastName
- fullName
- middleName
- mobilePhone
- businessPhone
string | undefined
opportunityFindMethod
Opportunity Find Method
The method to use to find the contact. Accepted values are: filter | select
('filter' | 'select') | undefined
opportunityId
Opportunity Id
If using a 
filter
find method, the id of the contact to update.
string | undefined
updateExistingOpportunity
Update Existing Opportunity
Select to configure how to find and update a contact.
If true, will update the contact if found. Requires a find method to be set.
boolean | undefined