Query Records (MS Dynamics 365) activity
An activity that uses a SQL WHERE clause to query one or more entity records in Microsoft Dynamics 365.
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Configure the Query Records activity
To configure the Query Records activity, do the procedure in this topic.
Examples
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- In most text fields, you can use process data variables as an alternative to literal data values.
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the MS Dynamics 365 tab.
- On the MS Dynamics 365
tab,
drag the Query Records
activity onto your process.
General Configuration
Specifies the basic settings for the Query Records activity.
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Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Connection Timeout (Seconds) |
|
Query Records Configuration > Columns tab
Specifies the entity columns to query.
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Fields
Field Name | Definition |
---|---|
MS Dynamics 365 |
|
Create |
|
Entity Name |
|
Entity Column Fields |
|
Configured Column Field |
|
Left Arrow |
|
Right Arrow |
|
Query Records Configuration > Where tab
Configures a SQL where clause to filter the results of a query It gets only the records that obey the rules in the WHERE clause.
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Fields
Field Name | Definition |
---|---|
MS Dynamics 365 |
|
Create |
|
Entity Name |
|
Where Clause Code Snippet Box |
|
Column |
|
Comparer |
|
Value |
|
Save Query |
|
Query Records Configuration > Output Mapping tab
Maps the columns of the query response to the schema for your process.
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Fields
Field Name | Definition |
---|---|
MS Dynamics 365 |
|
Create |
|
Entity Name |
|
Map Response to AgilePoint Schema |
|
Query Records Configuration > Test tab
Makes sure your query is valid for Microsoft Dynamics 365.
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Fields
Field Name | Definition |
---|---|
MS Dynamics 365 |
|
Create |
|
Entity Name |
|
Execute Query |
|