Property

Description

Connection

Resource Name

The name of the resource that you selected in the component's Properties pane. The resources are defined in the Settings dialog box's Resources section.

Operation

Entity

Click to open the Entities List. Select the entity that the operation will be performed on.

Operation

Various operations are available, depending on the entity that you selected in the Entity field (above).

Select one of the following operations from the drop-down list:

• Query: This is used to retrieve data from an entity. You can use the Data Mapper to retrieve entities based on specific criteria. For example, you can retrieve all contacts with Title = Professor. If you want to retrieve all available contacts, you do not need to supply any mapping. If there are multiple records in the Source, only the first mapped value will be returned. For information on currently supported comparison operators for this operation, click here.

• Create: This is used to create new entities in your organization’s data. You can use the Data Mapper to specify new entity fields’ values.

• Update: This is used to update a specific entity in your organization’s data. When you update an entity, you need to know its ID. For example, you can use the Query operation (above) to retrieve an entity ID, and then you can call the Update operation. You should use the Data Mapper to set the entity ID, as well as the other fields that you want to update.

• Delete: This is used to delete a specific entity from your organization’s data. If you want to delete an entity, you need to know its ID. For example, you can use the Query operation (above) to retrieve an entity ID, and then you can call the Delete operation. You should use the Data Mapper to set the entity ID. This is the only value that you should set.

• Change State: This is used to change an entity's state. Each entity has a state, such as Active, Inactive, Open, and so on, which can be changed with this operation. You should provide StateCodes as state strings (Active, Inactive, etc), and not as a number representing the state. Dynamics CRM only accepts StatusCodes that are valid for a particular StateCode, and you must make sure that you set the correct numeric values for the StatusCodes.

• Assign: This is used to change the owner of a specific entity in your organization. You can assign an entity to a user or to a team, depending on your Dynamics CRM resource's account privileges.

• Upsert: This is used to update an existing entity if an UPSERT key exists, or to insert a new entity if an UPSERT key does not exist. If the key consists of multiple elements, you should use the Data Mapper to map to all the selected entity's keys and fields. Note that during runtime, this operation only works with a Windows operating system. (Since version: 4.6)

Return Attributes

This is only available when you select Query in the Operation field. When the check box is not selected, you can click to select fields from the Entity Attributes List.

Upsert Key Name

This is only available when you select Upsert in the Operation field. Click to select a key name from the Entity Keys List.

Since version: 4.6

New Entity ID

This field is only available when you select Create or Upsert in the Operation field.

Click to open the Variables List and select a variable that will hold the entity ID that was created, updated, or inserted.

Result Options

Store Result In

Defines where you want to store the resulting XML file. Select one of the following from the drop-down list:

• Variable: Select a variable to hold the entity data that is returned by Dynamics CRM.
  Click to open the Variables List. Select a variable where this information is to be stored (the default is C.UserBlob).

• File: Select a file to hold the entity data that is returned by Dynamics CRM.
  Click to open the Expression Editor, or click and enter the file path where this information is to be stored.

Operation Success

This field lets you easily determine if the data entity was successfully located in Dynamics CRM. Select one of the following from the drop-down list:

• None: Select this option if you do not want to save the connector’s success or failure status.

• Variable: Click to open the Variables List. Select the variable where you want to store the connector's success or failure status.

Button

Description

Refresh XSD

Refreshes the current schema.

When you click Refresh XSD, the current schema is overwritten. A message dialog opens, and clicking OK confirms the update and the overwrite. Clicking Cancel exits the process without updating the schema.