Create Associations Between Two Entities in Dynamics CRM

Create Association 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 Create Association activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Create Association Configuration screen, click Create Association .

Procedure

1. On the Create Association 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. In the Entity Name list, select your entity.
3. Complete this field 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

4. In the Relationship list, select the entity that is associated with another entity in the many-to-many relationship.
5. Complete this field as necessary.

   Field Name	Definition
   Related Entity ID	Function: Specifies the ID of the associated entity. This value is usually a variable. Accepted Values: A valid ID. Default Value: None Accepts Process Data Variables: Yes

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

   Field Name	Definition
   Store New Association ID in Custom Attribute or Schema	Function: Specifies the process data variable that contains the association 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
• Create Association (Dynamics CRM) activity
• Process Data Variables