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:
accountstring
The id of the account to associate this contact with.
Required if the account find method is filter. The filter to search by. Accepted values are:
- email
- firstName
- lastName
- fullName
- middleName
- mobilePhone
- businessPhone
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.
namestring
Required if the contactFindMethod is filter. The filter value to 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
opportunityFindMethod"filter" | "select"
The method to use to find the contact. Accepted values are: filter | select
If using a
filter
find method, the id of the contact to update.
If true, will update the contact if found. Requires a find method to be set.