Create a Dynamics CRM Entity

Create Entity Configuration Screen

Prerequisites

• Create an access token for your Dynamics CRM application.

Good to Know

• Dynamics CRM recommends you to use the Upsert Entity activity to avoid making duplicate entities.
• 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 Entity activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Create Entity Configuration screen, click Create Entity .

Procedure

1. On the Create Entity 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. To connect the request data from the source system to your process schema, complete this field as necessary:.

   Field Name

   Definition

   Request Mapping

   Function: Connects the Dynamics CRM API request parameter to your process schema. This is mandatory only if the request passes data from the process schema to parameters in the Dynamics CRM API. To Open this Field: On the Create Entity Configuration screen, click the Request tab. Accepted Values: Click the Ellipses button to open the Schema Mapper screen. Use this screen to connect the request to the data model for your process. Default Value: None

4. To connect response data from the web service call to your process, do one of these.
   • To connect the response to your process schema, complete this field as necessary:

     Field Name	Definition
     Map Response to AgilePoint Schema	Function: Specifies the connection from the Dynamics CRM API response parameter to your process schema. To Open this Field: On the Create Entity Configuration window, click the Response tab. Accepted Values: Click the Ellipses button to open the Schema Mapper screen. Use this screen to connect the response to the data model for your process.

   • To connect the response to a process data variable, complete this field as necessary:

     Field Name	Definition
     Store the Response in Custom Attribute	Function: Specifies the variable that contains the response to a method call. The method must call a web service. To Open this Field: On the Create Entity Configuration window, click the Response tab. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

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