Update a CRM Entity Activity

CRM 4.0

Context

Use the Update a CRM Entity Activity to update a Dynamics CRM entity with workflow data.

Wizard Tips

  1. In the left pane of the Request section, click BusinessEntity. 
  2. In the right pane of the Request section, from the Type drop-down menu, select the entity type you want to update.
    You can manually select a DataSource or Value for the entity, or as the result of a workflow expression.
  3. Expand the BusinessEntity tree, then select and define values for the selected entity fields. You can manually define the values, select them from a  workflow field, or basing the value on a workflow expression.
  4. In the right pane of the Request section, define the GUID of the entity you want to update.
    Use the syntax: New Guid ("a53e78c4-0187-4513-be6d-49836e406baa").


CRM 2011/2013

Context

Use the Update a CRM Entity Activity to update a Dynamics CRM entity with workflow data.

There are two general options for creating an entity:

Entity Option
Description
Typed
You select the entity type from the Type drop-down menu, for example, Contact. The CRM object displays with the entity-relevant attributes. For list attributes, Sequence creates an Enumerable of the attributes in the right-panel tree.
Untyped
Use the default entity Type , which is Entity. Create the entity attributes and set their types yourself; refer to CRM. This option takes significantly longer than the Typed option, and is only appropriate for exceptional circumstances.

Wizard Tips

  1. In the left pane of the Request section, click Entity.
  2. From the Type drop-down menu, select the entity type you want to update. 
  3. Expand the Entity node, then select and define values for the selected entity fields. You can manually set the values by selecting a workflow field, or base the value on a workflow expression.
  4. In the right pane of the Request section, define the GUID of the entity you want to update.
    Use the syntax: New Guid ("a53e78c4-0187-4513-be6d-49836e406baa")..
If you use the Typed option, you cannot create relationships (as properties). To work with relationships, for example, 1:N, N:1, N:N, you must use the Untyped option, or a dedicated activity.