Process Activities / Dynamics CRM tab
Parent topic: Dynamics CRM tab

Set Status (Dynamics CRM) activity

An activity that changes the status of a entity.



Configure the Set Status activity

To configure the Set Status activity, do the procedure in this topic.

Good to Know

How to Start

  1. On the Organizer, do one of these:
  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 Set Status activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a CRM Activity.

  2. Click Set Status .
  3. Complete the fields on the Set Status Configuration screen.

    For more information, refer to Change the status of an Entity in Dynamics CRM.

  4. (Optional) Click Advanced > E-mail Notification .

    For more information, refer to Configure E-mail Notifications for Any Activity

General Configuration

Specifies the basic information for a CRM activity.



Fields

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

Set Status Configuration

Changes the status of an entity.



Fields

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 Name
Function:
Specifies the name for your entity.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

When you select the Dynamics CRM access token, the name of the entity shows in the Entity Name field.

Accepts Process Data Variables:
No

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

Status
Function:
Specifies the status of your record.
Accepted Values:
A valid status from the list.
Default Value:
None.

When you select the entity name, the status of the record shows in the Status field.

Accepts Process Data Variables:
No
Parent topic: Dynamics CRM tab

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Documentation Updated: December 3, 2015

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