Snap Settings
Label | Required. The name for the Snap. Modify this to be more specific, especially if there are more than one of the same Snap in the pipeline. | ||
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Object type | Required. The MS Dynamics 365 for Sales object type. You can either enter the name of the object type in this field, or you can select it from the drop-down list displayed when you click the Suggest button. Example: account. Default Value: account | ||
Related object type | The object type of the related object. Default Value: None | ||
Related object relationship | Relationship between the objects that must be updated.
Default Value: None | ||
Related object ID | GUID of the related MS Dynamics 365 for Sales object. Default Value: None | ||
Batch Size | Required. Number of records processed in each request. Batch size range is from 1 to 1000. Default Value: 200 | ||
Execute during preview | This check box enables you to execute the Snap during the Save operation so that the output view can produce the preview data. Default value: Not selected |
Example
Using the Dynamics 365 for Sales Update Snap to Update an Object
Basic use case: Using the Update Snap to update an object, using update details from an upstream Mapper Snap.
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The following pipeline demonstrates how you can use the Dynamics 365 for Sales Update Snap to update an object using a Mapper to provide the update information. We add a Mapper Snap to the pipeline, and use the Snap to provide the change we want to update. In this example, we change the attribute 'accountnumber' to 'account'. We now add an Dynamics 365 for Sales Update Snap and select the object whose details we want to update: Save your changes and execute the pipeline. For a successful execution, you should see a confirmation output as displayed below: |
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