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Use this screen to connect the response to the data model for your process.

Use this screen to connect the request to the data model for your process. On the Create Entity Configuration screen, click the Request tab.Īccepted Values: Click the Schema Mapping button to open the Schema Mapper.This is mandatory only if the request passes data from the process schema to parameters in the Dynamics CRM API. Accepts Process Data Variables: Noįunction: Connects the Dynamics CRM API request parameter to your schema. When you select the Dynamics CRM access token, the name of the entity shows in the Entity Name field. Accepted Values: One line of text that can have spaces. Opens this Screen: Access Token for Microsoft Dynamics CRM Function of this Screen: Configure an access token to connectįunction: Specifies the name for your entity. Accepted Values: A list of access tokens configured for your environment. In your process, double-click your activity.įunction: Specifies the access token that connects to your Dynamics CRM application.In the Process Builder, in the Activity Library,ĭrag the Create Entity activity onto your process.Various types of IDs, URL patterns, connection string formats,Īnd other technical information that is specificįor more information, refer to Where Can I Find Information and Examples for Third-Party Integrations? Includes specific business uses cases and examples explanationsįor third-party concepts details about the data models and input and outputĭata formats for third-party technologies and Of the vendors who create and maintain these technologies to provide this information. Is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility You can configure whether this activity waits for other activities before it runs.įor more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?.In most text fields, you can use process data variables as an alternative to literal data values.​​To send an e-mail notification, clickįor more information, refer to Configure E-mail Notifications for Any Activity.(Example) How to Get the Access Token Credentials from Microsoft Dynamics CRM.The Create Entity activity, do the procedure in this topic.

Update Multiple Entities (Dynamics CRM) activity.Delete Multiple Entities (Dynamics CRM) activity.Delete Attachment (Dynamics CRM) activity.Create Multiple Entities (Dynamics CRM) activity.Create Connection (Dynamics CRM) activity.Create Association (Dynamics CRM) activity.

Change Ownership (Dynamics CRM) activity.