We are excited to announce several new Microsoft Dynamics CRM connectors that do a lot of heavy lifting!
These connectors allow you to query, add, update and delete any entity, from Accounts to Opportunities, to custom objects in your CRM instance. To get started with these, you’ll need to have a live connection to an Microsoft Dynamics CRM instance.
You can search for data using the Entity List connector. First, you choose the entity (e.g. Account, Contact, Opportunity, etc.) and then build a list of custom search conditions by adding Criteria Attributes to your query. You can choose the field(s) you need from drop-down lists.
For faster performance, especially if you won’t need all the fields on your entity returned, you can pick just the ones you want by indicating these on the Include Attributes list.
A list containing one row of the corresponding entity and attributes that match your criteria will be returned. You can use these rows to feed data to other duzzits, output files, etc.
For a tutorial about how to use this connector, check out this video on our Youtube channel.
When you have data that needs to be added to Dynamics, the Entity Add connector is one you reach for. Again, choose the type of entity you need to work with, and then attribute value pairs for the data you have available. Required attributes are indicated with a *. We’re working on some additional enhancements to make it easier to work with Picklists and the like, but if you have questions about the kinds of values that a particular attribute can take you can use Metadata – Entity Attribute duzzit to return a list of information about attributes for an entity.
Single-updates can be performed by the Entity Update connector. You need to have the id value of the dynamics entity to work with, which is typically available from most duzzit “Get” or “List” connectors. It follows the same pattern of specifying attribute-value pairs that you want to update. Depending on your needs, you can choose to force empty values into Dynamics (depending on the attribute data type), or simply ignore empty values. Ignoring empty values means that an update is NOT made when a value is blank.
Finally, you can remove entities from your Dynamics instance using the Entity Delete connector. Like the Update connector, you need to have the id value of the dynamics entity you want to delete. Deleting multiple entities at one time is currently not supported.