Dynamics 365 for Sales Upsert

Owned by Kalpana Malladi

Last updated: May 09, 2024 by Gouri Bhagchandani

10 min read

In this article

1 Overview
- 1.1 Snap Type
- 1.2 Prerequisites
- 1.3 Support for Ultra Pipelines
- 1.4 Limitations and Known Issues
2 Snap Views
3 Snap Settings
4 Troubleshooting
5 Examples
- 5.1 Updating customer details using Dynamics 365 for Sales Upsert Snap
- 5.2 Updating the Attributes of an Object
6 Downloads

Overview

You can use this Snap to update an existing record or insert a new record in MS Dynamics 365 for Sales based on the input document field values that match the Microsoft Dynamics 365 for Sales object schema field names.