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Determine which Record Attributes to Update with Data Item Values

To determine the CRM 2011 record attributes to update with data item values, expression results, and literal values, complete the following steps:
  1. Check out and open the process you want to edit.

  2. Open the Update CRM 2011 Records activity that you previously configured and now want to edit.

  3. Click the Attribute Mapping tab. The corresponding screen is displayed.

  4. In the Attribute field, click the CRM 2011 Attribute editor icon. A drop-down list is displayed.

  5. Select the attribute that you want to update with data item values. The selected attribute’s name and type are displayed in the respective fields.

  6. In the Value field, select the appropriate input field editor and set the field to a value that you want to map to the attribute.

    Note:
    You can add more mappings by clicking the plus sign (+). Use the minus sign (-) to remove a mapping.


  7. Click OK. You configured the activity to determine the record attributes to update with data item values.
Related Topics
Update All CRM 2011 Records for a Specific Entity Type
Update Specific CRM 2011 Records for a Specific Entity Type

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 2011 Activities > Update CRM 2011 Records
Last modified at 7/31/2020 11:33 AM