Converter (Dynamics CRM) activity

An activity that does these conversions:

Configure the Converter activity

To configure the Converter activity, do the procedure in this topic.

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

Complete the fields on the General Configuration screen.
For more information, refer to Configure General Options for a CRM Activity.
Click Converter .
Complete the fields on the Converter Configuration screen.
For more information, refer to Convert Entities in Dynamics CRM.
(Optional) Click Advanced > E-mail Notification .
For more information, refer to Configure E-mail Notifications for Any Activity

Specifies the basic information for a CRM activity.

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No
Description	Function: Specifies an optional description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No
Connection Timeout (Seconds)	Function: Specifies the number of seconds permitted to complete an action before the connection stops. Accepted Values: An integer that represents a number of seconds. Default Value: 600 Accepts Process Data Variables: No

Specifies the information to perform conversion from Product To Kit, Kit To Product, Quote To Sales Order, and Sales Order To Invoice.

Field Name	Definition
Dynamics CRM	Function: Specifies the access token that connects to your Dynamics CRM application. Accepted Values: A list of access tokens configured for your environment. Default Value: None
Add Token	Opens this Screen: New Dynamics CRM Access Token Function of this Screen: Configures a new access token for Dynamics CRM.
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
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