Microsoft Dynamics CRM - Update a record

The Microsoft Dynamics CRM - Update a record action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. modifies the contents of a record in Microsoft Dynamics CRM.

For example, you want to update a record in the Account entity based on values entered in a form. You can store these values in variables and then insert in the configuration fields of the Microsoft Dynamics CRM - Update a record action.

For more information about Microsoft Dynamics CRM, go to Microsoft Dynamics CRM.

Configure the Microsoft Dynamics CRM - Update a record action

Caution: If you update or delete a record, any workflows that use that record may not start or may fail. Make sure you keep the records in your workflow configurations up to date.

1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

2. Select a Connection. If you do not have a connection, see Add a connection.

3. Select the Entity name of the record you want to update.

   Note: You must select the entity where the record exists or the workflow will fail.

4. Enter the Record ID.

5. Add fields that correspond to the attribute values you want to update:

   1. Click Add field to view attributes for the selected entity.
   2. Select each attribute you want and then click Add.

   3. For each added attribute, enter the value you want. Existing values, if any, will be overwritten with your values.

Microsoft Dynamics CRM - Update a record action fields, buttons, and settings

Field	Description	Variable types
Connection Credentials and other settings that enables workflows to communicate with external systems, services, or applications. It's required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.	The Microsoft Dynamics CRM connection to use for updating the record.	(n/a)
Entity name	The entities related to the Microsoft Dynamics CRM. Accepts a selection from the drop-down list. Options in the drop-down list are derived from the selected Microsoft Dynamics CRM connection.	(n/a)
Record ID	The ID of the record you want to update. Accepts an inserted variable. How can I find the Record ID? There are multiple ways to find the unique ID of a record. In Nintex Automation Cloud, you can use the variable that holds the record ID as specified in Microsoft Dynamics CRM - Create a record. You can find the record ID from the URL to the record, which is indicated as follows: id=%7b<Record ID>%7d. For example, the record ID in the following link is highlighted below: https://<yourdomain>.crm.dynamics.com/main.aspx?app=d365default&etc=1&extraqs=formid%3dcd123456-abc1-234d-567e-db890e685af&id=%7bE75FF9B5-1234-E811-A123-000D3A1F716C%7d&pagetype=entityrecord>	Text, Decimal, Integer, Boolean, DateTime, Collection
Add field	Displays selections for browsing, selecting, and adding fields that you want to update for the record. Add fields selections Selection Description Filter options () Filters the list of fields using your entered text. / Selects or de-selects a field for adding. Select all Selects all fields. Clear selections De-selects all fields. Cancel Discards field selections and hides the fields available for selection. Add Adds the selected fields.	(n/a)
(fields)	A field corresponds to an attribute of an entity. Some fields allow a combination of typed text and inserted variables while others require selection from the drop-down list (or an inserted variable). To add optional fields, click Add field. To remove a field, click (Delete).	(varies)