Microsoft Dynamics CRM - Update record

Use the start event The connector and event for triggering the workflow to run, including required configuration. An example is Box - New file, which triggers the workflow to run when a new file is uploaded to the specified folder.Microsoft Dynamics CRM- Update record to start your workflow whenever a record is updated in your Microsoft Dynamics CRM account.

For more information about Microsoft Dynamics CRM, see Microsoft Dynamics CRM.

Select the Microsoft Dynamics CRM - Update record start event

  1. Open your workflow and in the designer canvas, click Start event. The configuration panel is displayed.
  2. In the Start from drop-down under CONNECTORS, select Microsoft Dynamics CRM.
  3. For Event, select Microsoft Dynamics CRM - Update record.

    The Configuration section is displayed to configure the start event.

Configure the start event

Microsoft Dynamics CRM - Update record start event fields by section

Section

Field

Description

Start event Show variables Displays variables that are available to use throughout the workflow. Variables are classified based on how they are created or generated.
  Hide variables Closes the Variables pane.
Configuration Connection Credentials and other settings 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 the start event.

  Entity name

The type entity to monitor for updated records. The drop-down list shows the entities for the selected connection.

 

Allow concurrent workflows on a single item

When enabled, allows multiple instances of this workflow to run on the start event item.

For example, an instance is allowed to run on an updated Account object (Salesforce) or Campaign entity (Microsoft Dynamics CRM) even if another instance is already running on the same item.

This setting is disabled by default.

 

Add variables

Lists variables for attributes of the selected Entity name.

Displays selections for browsing, selecting, and adding variables to use throughout the workflow.

Set conditional start options

Add condition

Displays fields for defining a new condition.

 

When

The start variable the operator compares with the value.

 

Operator

How the When variable and Value are compared. Select from the drop-down. The operators available in the drop-down depend on the When variable type. Example: in the condition 'Address 1: State/ Province equals (=) VIC', the operator is 'equals (=)'.

 

Value

The text or variable that the operator compares with the When variable. Type to enter text. The value must match the When variable type. Example: in the condition 'Address 1: State/Province equals (=) VIC', the operator is 'VIC'.

 

Add

Saves the condition to the start event.

 

Cancel

Discards the condition you are editing.

 

all/any

If you select:

  • all: then all conditions must be true for the workflow to start.
  • any: then at least one of the multiple conditions must be true for the workflow to start.

 

(Edit condition)

Redisplays condition fields for editing.

 

(Delete condition)

Deletes the indicated condition.