UpsertMscrmRecord

Overview

This function retrieves a single record from Microsoft Dynamics CRM, using the name and value pairs to filter the results. The function then sorts the results using the sort field and order provided. The process updates a found record with the applicable name and value pairs. If the process does not find a record, it creates one with all provided name and value pairs. This function returns the GUID of the updated or created record.

Syntax

UpsertMscrmRecord(1, 2, 3, 4, 5, 6, 7, 8, 9)

Function Properties

Ordinal	Type		Description
1	string	Required	The name of the Dynamics CRM entity for the record to upsert
2	string	Required	The field used to sort the retrieve results
3	string	Required	The order used to sort the retrieve results
4	string	Required	The number of Name/Value pairs of fields used to retrieve
5	stringa	Required	Name of attribute to filter on the target entity
6	string	Required	Value of attribute to filter on the target entity
7	string	Required	The number of Name/Value pairs of fields used to update
8	stringa	Required	Name of attribute to update on the target entity
9	string	Required	Value of attribute to update on the target entity

Usage

UpsertMscrmRecord("account","createdon","DESC",1,"name","MarketingCloud",1,"address1_city","Indianapolis")

This example first checks to see if an account exists where the name equals “MarketingCloud”. If there is, it finds the one created most recently and sets the address1_city of that record to “Indianapolis.” If there isn’t, it creates a record where the name is “MarketingCloud” and the address1_city is “Indianapolis.”