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Update All CRM 2011 Records for a Specific Entity Type

To update all CRM 2011 records for a specific entity type, complete the following steps:
  1. Check out and open the process you want to edit.

  2. In the Toolbox pane, click Microsoft CRM 2011. A list of Activities is displayed.

  3. Double-click or drag the Update CRM 2011 Records into the process.

  4. Link the activity appropriately with other activities in the process.

  5. Right-click the Update CRM 2011 Records activity. A shortcut menu is displayed.

  6. Click View Properties. The Update CRM 2011 Records window is displayed.

  7. Click the Resource and Entity tab. The corresponding screen is displayed.

  8. In the CRM System Resource field, click the System Resource editor icon and select the appropriate CRM 2011 system resource.

  9. In the CRM Entity field, select the appropriate input field editor and set the field to a value that is a CRM 2011 entity.

    Note:
    If you select the CRM 2011 Entity editor, you can directly select the CRM entity that you want to retrieve.
    If your system resource contains a data item in the connection string property, click Configuration values and enter a valid connection string for design-time, configuration purposes.


  10. Click the Update Criteria tab. The corresponding screen is displayed.

  11. Select the Update All Records option.

  12. Click OK. You configured the activity to update all CRM 2011 records for a specific entity type. You are now ready to map attributes to data items, expression results, and literal values as documented in the corresponding topics in this section.
Related Topics
Determine which Record Attributes to Update with Data Item Values
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 12:01 PM