Dynamics CRM activity

Use the Dynamics CRM activity to create a new entity instance, retrieve the required information from an entity instance, and update and delete an entity instance for a CRM business unit directly from TotalAgility.

You can assign valid GUID values for CRM lookup and numeric values for picklist fields in a Dynamics CRM activity.

You can assign a Dynamic Complex variable to support retrieval/assignment of values for Party list fields in the Dynamics CRM activity.

For example, an entity instance called Person consists of Name as a string field and Nationality as a picklist field with the following values.

Name

Jack

Nationality

1: Irish

2: American

When you create an entity instance by passing Name,1, and retrieve the entity instance details from Dynamics CRM, the following information is retrieved: Jack,Irish.

The Dynamics CRM activity is only available for TotalAgility on-premise; it not available for Designer running in On-premise multi-tenant and Azure environments.

How to:

Create an entity instance in the Microsoft Dynamics CRM
Delete an entity instance from Dynamics CRM
Retrieve an entity instance details from Dynamics CRM
Update an entity instance in Dynamics CRM