Update Contact

UiPath.MicrosoftDynamicsCRM.IntegrationService.Activities.UpdateContact

Description

This activity uses the contact EntityType - PATCH API to update a contact in Microsoft Dynamics 365 CRM.

Project compatibility

Windows | Cross-platform

Configuration

• ConnectionId - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.
• Contact - The unique identifier of the contact. Type up to 3 characters of the name or type a custom value to select the contact. You can retrieve the ID from the output of the first record of a List all records - Contact activity, with a filter used on First name, Last name, etc. The value is available in the contactid output field.
• Last name - The last name of the contact.
• First name - The first name of the contact.
• Job title - The job title of the contact in Dynamics CRM.
• Email address - The email address of the contact.
• Mobile phone - The mobile phone of the contact.
• Company - The organization of the contact. Type up to 3 characters of the name or type a custom value to select the associated company/account.

Manage Properties Wizard

The Manage Properties Wizard can be used to configure or use any of the object’s standard or custom fields by selecting and adding them to the activity canvas. The added standard/custom fields are available in the Properties panel (in Studio Desktop) or under Additional options (in Studio Web).

Advanced

Options

• Contact role - The code of the account role in Dynamics CRM. Options available in the dropdown menu are: Decision Maker, Employee, Influencer.
• Owner - The system user responsible for this account. Type up to 3 characters of the name or type a custom value to select the system user who is the owner of the record.
• Address Line 1 - The address of contact.
• Postal code - The postal code of the contact.
• City - The city of the contact.
• Country - Country of the contact.
• Description - Description of the contact.
• Manager name - The name of the manager associated with a contact.