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Retrieve an entity instance details from Dynamics CRM

Use the following procedure to add a Dynamics CRM activity for retrieving and reusing information from an entity instance to process any TotalAgility actions related to the entity instance.

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select Microsoft > Dynamics CRM.
  4. On the Dynamics CRM list, select the CRM system.

    All the associated entities of the selected CRM system appear on the Entity list.

  5. On the Action list, select Retrieve (Default: Create)
  6. On the Entity list, select an entity, such as Account.

    All the attributes of the selected entity become available.

  7. To retrieve the entity instance, specify the unique CRM ID of the instance using either of the following methods:

    • Click and enter the unique CRM ID of the entity instance in the Instance ID field.

      To retrieve the unique CRM instance ID, open the business unit entity in the CRM website and press Ctrl+N on your keyboard. A new window opens, and the ID appears in the address bar.

    • To provide a dynamic value, on the Instance ID list, select a process or server variable that contains the entity instance CRM ID.

    Once the activity is completed, the mapped variable value is updated with the new CRM ID.

  8. To specify new instance details, click and enter a static value or map process or server variable to the related attribute.
  9. Click Save.

    Once the activity is completed, the attribute values are retrieved from Dynamics CRM and updated to the mapped variables.