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Manually Determine the Record Attributes to Update with Data Item Values

To manually determine the 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 Records activity that you previously configured and now want to edit.

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

  4. Select the Manually Map Attribute Values check box.

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

  6. 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.

  7. 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.


  8. Click OK. You configured the activity to manually determine the record attributes to update with data item values.
Related Topics
Update All CRM Records for a Specific Entity Type
Update Specific CRM Records for a Specific Entity Type
Automatically Determine which Record Attributes to Update with Data Item Values

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft CRM 4 Activities > Update CRM Records
Last modified at 7/31/2020 11:40 AM