Get Data from a Dynamics CRM Entity with SQL Query

Query Entity 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 Query Entity (Dynamics CRM) activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Query Entity .

Procedure

1. On the Query 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. On the Columns tab, complete these fields:

   Field Name	Definition
   Configured Column Fields	Use the right arrow button to move the selected fields from the Entity Column Fields list to the Configured Column Fields list. To select more than one field, press and hold the Ctrl key when you click the field names.

4. On the Where tab, create your query with the Column, Comparer, and Value field.

   Example:

   Field Name	Value
   Column	accountid
   Comparer	Equal
   Value	123

   Select accountcategorycode, accountcategorycodename, accountid from Account  where accountid Equal '123'

5. On the Output Mapping tab, select Map Response to AgilePoint Schema.
6. Click the Ellipses button.
7. On the Schema Mapper screen, map the response columns to the schema elements.
8. To do a test for your query, on the Test tab, click Execute Query. Fix any errors that occur.

RelatedTopics

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