Convert Entities in Dynamics CRM

Converter Configuration Screen

Prerequisites

• Create an access token for your Dynamics CRM application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Dynamics CRM tab.
     2. On the Dynamics CRM tab, drag the Converter activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Converter Configuration screen, click Converter .

Procedure

1. On the Converter Configuration screen, in the Dynamics CRM field, select your Dynamics CRM access token.

   To create a new access token, click Add Token . For more information, refer to New Dynamics CRM Access Token.

2. Complete these fields as necessary.

   Field Name	Definition
   Entity ID	Function: Specifies the Dynamics CRM entity ID. Accepted Values: A valid Dynamics CRM entity ID. Default Value: None Accepts Process Data Variables: Yes
   Conversion Type	Function: Specifies the type of conversion from the list.. Accepted Values: Product To Kit. Kit To Product. Quote To Sales Order. Sales Order To Invoice. For more information, refer to the documentation for Dynamics CRM. Default Value: None

3. (Optional) To store the new convert ID in a process data variable, add the variable from the Process Data screen to the field Store New Convert ID in Custom Attribute or Schema.

   Field Name	Definition
   Store New Convert ID in Custom Attribute or Schema	Function: Specifies the process data variable that contains the convert ID. Accepted Values: A process data variable. You can use Process Data screen to specify a process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Configure General Options for a CRM Activity
• Converter (Dynamics CRM) activity
• Process Data Variables