Create a Connection Between Two Entities in Dynamics CRM

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

Procedure

1. On the Create Connection 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 Connect From - Entity Name list, select your entity.
3. Complete this field as necessary.

   Field Name	Definition
   Connect From - 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 Connect From - Connection Role list, select your connection role to connect from.

   When you select the connection role, the role ID is completed in the Connect From - Connection from Role ID field.

   Field Name	Definition
   Connect From - Connection Role	Function: Specifies the connection role from the list to describe the relationship between the participants in the connection. Accepted Values: A valid connection role. Default Value: None. When you select the Entity name, the connection role shows in the Connection Role field. Accepts Process Data Variables: No

5. In the Connect to - Connection Role list, select your connection role to connect.

   When you select the connection role, the role ID is completed in the Connect From - Connection from Role ID field.

   Field Name	Definition
   Connect To - Connection Role	Function: Specifies the connection role from the list to describe the relationship between the participants in the connection. Accepted Values: A valid connection role. Default Value: None. When you select the Entity name, the connection role shows in the Connection Role field. Accepts Process Data Variables: No

6. In the Connect To - Entity list, select your entity.
7. Complete this field as necessary.

   Field Name	Definition
   Connect To - 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

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

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